Investor

ThornTree Capital Partners LP

Portfolio Total Value

$560,685,000.00

Number of Stocks

17

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
FB $52,611,000.0 10.36%
Reduced 5.85%
89,856 $585.51 $43.66
Reduced 92.54%
$0.0 $0.0
CIEN $51,903,000.0 10.22%
Added 1.95%
611,992 $84.81 $520.8
Added 514.08%
$43.3 $91.82
NFLX $48,403,000.0 9.53%
No Change
54,305 $891.32 $92.44
Reduced 89.63%
$537.07 $941.75
$43,055,000.0 8.48%
Reduced 10.04%
977,208 $44.06 $nan
Reduced nan%
$nan $nan
AFRM $41,051,000.0 8.08%
Reduced 5.95%
674,081 $60.9 $63.72
Added 4.63%
$22.25 $73.34
NU $36,238,000.0 7.14%
Added 15.19%
3,497,960 $10.36 $14.51
Added 40.06%
$8.51 $16.15
KMX $35,612,000.0 7.01%
No Change
435,568 $81.76 $38.27
Reduced 53.19%
$65.83 $91.25
PYPL $29,151,000.0 6.76%
No Change
373,594 $78.03 $50.48
Reduced 35.31%
$55.77 $93.66
CSGP $33,171,000.0 6.53%
No Change
463,350 $71.59 $36.44
Reduced 49.1%
$68.26 $100.38
ONON $31,994,000.0 6.3%
Added 32.33%
584,162 $54.77 $36.25
Reduced 33.81%
$26.03 $60.61
MELI $31,896,000.0 6.28%
No Change
18,758 $1,700.44 $1,835.22
Added 7.93%
$1,324.99 $2,161.73
SGRY $23,760,000.0 5.51%
No Change
736,999 $32.24 $14.34
Reduced 55.52%
$19.5 $35.3
DUOL $27,732,000.0 5.46%
No Change
85,532 $324.23 $103.45
Reduced 68.09%
$145.05 $378.48
ACVA $22,479,000.0 4.43%
Added 27.25%
1,040,719 $21.6 $5.13
Reduced 76.25%
$12.84 $23.46
USM $22,072,000.0 4.35%
Reduced 12.88%
351,923 $62.72 $0.0
Reduced 100.0%
$0.0 $0.0
WBD $21,966,000.0 4.33%
No Change
2,078,165 $10.57 $27.07
Added 156.1%
$6.64 $12.7
BOOT $7,591,000.0 1.49%
Reduced 47.87%
50,000 $151.82 $168.69
Added 11.11%
$71.54 $169.83

Put Options

Stock Options % Change
NU 750,000 0.0%
ONON 220,000 Reduced 50.0%
100,000 0.0%
DUOL 85,000 0.0%
NFLX 65,000 Added 550.0%
FB 55,000 0.0%
MELI 15,000 Added 100.0%

Call Options

Stock Options % Change
NU 750,000 0.0%
50,000 0.0%