ThornTree Capital Partners LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$770.1M
Holdings
20
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 119,305 | $106.3M | 13.81% | Put |
| 2 | MLB1MERCADOLIBRE INC | 33,758 | $57.4M | 7.45% | Put |
| 3 | DUOLDUOLINGO INC | 170,532 | $55.3M | 7.18% | Put |
| 4 | METAMETA PLATFORMS INC | 89,856 | $52.6M | 6.83% | |
| 5 | CIENCIENA CORP | 611,992 | $51.9M | 6.74% | |
| 6 | FERGFERGUSON ENTERPRISES INC | 258,711 | $44.9M | 5.83% | Put |
| 7 | ONONON HLDG AG | 804,162 | $44.0M | 5.72% | Put |
| 8 | NUNU HLDGS LTD | 4,247,960 | $44.0M | 5.71% | Call |
| 9 | VIKVIKING HOLDINGS LTD | 977,208 | $43.1M | 5.59% | |
| 10 | AFRMAFFIRM HLDGS INC | 674,081 | $41.1M | 5.33% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 432,447 | $40.1M | 5.20% | |
| 12 | KMXCARMAX INC | 435,568 | $35.6M | 4.62% | |
| 13 | CSGPCOSTAR GROUP INC | 463,350 | $33.2M | 4.31% | |
| 14 | FLUTFLUTTER ENTMT PLC | 100,000 | $25.8M | 3.36% | Put |
| 15 | ACVAACV AUCTIONS INC | 1,040,719 | $22.5M | 2.92% | |
| 16 | ADUNITED STATES CELLULAR CORP | 351,923 | $22.1M | 2.87% | |
| 17 | WBDWARNER BROS DISCOVERY INC | 2,078,165 | $22.0M | 2.85% | |
| 18 | BIRKBIRKENSTOCK HOLDING PLC | 344,257 | $19.5M | 2.53% | |
| 19 | BOOTBOOT BARN HLDGS INC | 50,000 | $7.6M | 0.99% | |
| 20 | FWONALIBERTY MEDIA CORP DEL | 16,891 | $1.1M | 0.15% |