ThornTree Capital Partners LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$596M
Signature - Title
Jay Scollins - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by ThornTree Capital Partners LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ThornTree Capital Partners LP reported 19 stock holdings with total value $596M as of Q4 2024. Top holdings included META, CIEN, NFLX, VIK, and AFRM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 19 $596M +$144M -$74M +$70.5M META, CIEN, NFLX, VIK, AFRM 13F-HR 2/14/2025, 04:17 PM
Q3 2024 17 $479M +$60.5M -$243M -$183M META, NU, NFLX, MELI, VIK 13F-HR 11/14/2024, 04:02 PM
Q2 2024 21 $587M +$153M -$187M -$33.5M META, NU, FWONK, NFLX, MELI 13F-HR 8/14/2024, 04:05 PM
Q1 2024 20 $593M +$145M -$110M +$34.6M META, PYPL, NU, NFLX, DOCU 13F-HR 5/15/2024, 04:20 PM
Q4 2023 20 $496M +$145M -$75.6M +$69.2M PYPL, META, INTU, NU, MELI 13F-HR 2/14/2024, 05:03 PM
Q3 2023 21 $382M +$66.2M -$106M -$39.7M SPLK, META, FERG, NU, PYPL 13F-HR 11/14/2023, 04:23 PM
Q2 2023 22 $421M +$109M -$131M -$22M META, NU, PYPL, FWONKXXXX, SPLK 13F-HR 8/14/2023, 10:10 AM
Q1 2023 18 $403M +$150M -$42.8M +$107M META, ONON, PYPL, MELI, TTWO 13F-HR 5/15/2023, 09:51 AM
Q4 2022 17 $304M +$112M -$50.7M +$61.3M META, SPLK, ABNB, TTWO, AMZN 13F-HR 2/14/2023, 08:49 AM
Q3 2022 17 $293M +$105M -$16.7M +$88M META, NFLX, MELI, XP, TCOM 13F-HR 11/14/2022, 09:40 AM
Q2 2022 15 $255M +$53.6M -$23.9M +$29.7M META, Z, PENN, WSM, FIVN 13F-HR 8/15/2022, 08:21 AM
Q1 2022 21 $456M +$223M -$22.8M +$200M Z, META, DUOL, ABNB, FIVN 13F-HR 5/16/2022, 09:50 AM
Q4 2021 23 $517M +$161M -$48.9M +$112M META, SMAR, PENN, UBER, NET 13F-HR 2/14/2022, 01:35 PM
Q3 2021 25 $620M +$168M -$146M +$21.7M AFRM, Z, META, PENN, WSM 13F-HR 11/15/2021, 02:21 PM
Q2 2021 26 $644M +$87M -$191M -$104M Z, META, SMAR, AFRM, STNE 13F-HR 8/16/2021, 03:20 PM
Q1 2021 28 $704M +$167M -$250M -$83.2M Z, AFRM, SMAR, WSM, META 13F-HR 5/17/2021, 12:21 PM
Q4 2020 25 $801M +$181M -$151M +$30.2M Z, META, PENN, SMAR, STNE 13F-HR 2/16/2021, 03:21 PM
Q3 2020 27 $687M +$158M -$145M +$13.3M Z, PENN, STNE, YNDX, META 13F-HR 11/13/2020, 03:19 PM
Q2 2020 26 $634M +$234M -$75.3M +$158M Z, PENN, WW, PYPL, SMAR 13F-HR 8/14/2020, 09:59 AM
Q1 2020 21 $360M +$168M -$66.2M +$102M WW, UBER, NET, Z, SVMK 13F-HR 5/14/2020, 11:12 AM
Q4 2019 15 $364M +$116M -$41.6M +$74.8M Z, TWTR, WW, AZUL, LSXMKXXXX 13F-HR 2/14/2020, 07:35 AM
Q3 2019 14 $327M +$117M -$19M +$97.6M DOCU, ETSY, SQ, TWLO, PINS 13F-HR 11/14/2019, 08:46 AM
Q2 2019 15 $317M +$45.6M -$32.2M +$13.4M PYPL, TWLO, SVMK, TMUS, AMZN 13F-HR 8/14/2019, 09:36 AM
Q1 2019 17 $348M +$74.2M -$72.3M +$1.94M SVMK, TWTR, TWLO, PYPL, AMZN 13F-HR 5/15/2019, 09:12 AM
Q4 2018 14 $318M +$206M -$33M +$173M TWTR, TMUS, PYPL, TWLO, WYNN 13F-HR 2/14/2019, 08:41 AM
Q3 2018 15 $345M +$177M +$177M AME, TDG, SITE, TMUS, BABA 13F-HR 11/14/2018, 08:50 AM
Q2 2018 15 $271M +$85.3M -$16M +$69.3M FWONKXXXX, TDG, AME, SITE, BKNG 13F-HR 8/14/2018, 09:54 AM
Q1 2018 17 $285M +$81.8M -$2.2M +$79.6M SITE, AZUL, TDG, SNAP, DISH 13F-HR 5/14/2018, 04:16 PM
Q4 2017 15 $222M +$41.3M -$10.8M +$30.5M SITE, DISH, FWONKXXXX, FWONAXXXX, TDG 13F-HR 2/13/2018, 10:19 AM
Q3 2017 17 $230M +$33.1M -$21.9M +$11.2M SITE, FWONAXXXX, DISH, VSAT, FWONKXXXX 13F-HR 11/13/2017, 04:02 PM
Q2 2017 17 $213M +$73.6M -$19.1M +$54.5M DISH, FWONAXXXX, SITE, FWONKXXXX, BABA 13F-HR 8/11/2017, 08:16 AM
Q1 2017 14 $160M +$67.3M -$25.9M +$41.4M PCLN, DISH, PYPL, VSAT, SITE 13F-HR 5/12/2017, 08:47 PM
Q4 2016 9 $110M PCLN, PYPL, SYMC, BABA, TV 13F-HR 2/13/2017, 05:52 PM