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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ThornTree Capital Partners LP INSTITUTION : ThornTree Capital Partners LP
ThornTree Capital Partners LP Buys/Sells In Portfolio (reported on 2019-11-14)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
ZENDESK INC    (COM)ZEN90,1360
New Buy
New Buy
SVMK INC    (COM)1,715,288415,831
Added1,299,457
312.49%
AZUL S A    (SPONSR ADR PFD)491,411185,243
Added306,168
165.27%
ETSY INC    (COM)ETSY590,361349,461
Added240,900
68.93%
PINTEREST INC    (CL A)1,157,131859,614
Added297,517
34.61%
SQUARE INC    (CL A)531,195409,640
Added121,555
29.67%
ZILLOW GROUP INC    (CL C CAP STK)702,135547,599
Added154,536
28.22%
DOCUSIGN INC    (COM)635,073511,920
Added123,153
24.05%
TWITTER INC    (COM)TWTR640,250696,496
Reduced56,246
8.07%
PAYPAL HLDGS INC    (COM)PYPL126,588243,630
Reduced117,042
48.04%
THE REALREAL INC    (COM)100,000200,822
Reduced100,822
50.20%
ARCO PLATFORM LTD    (COM CL A)299,001617,711
Reduced318,710
51.59%
SMARTSHEET INC    (COM CL A)767,8401,644,588
Reduced876,748
53.31%
TWILIO INC    (CL A)287,0221,995,300
Reduced1,708,278
85.61%
AMAZON COM INC    (COM)AMZN013,501
Sold Out
Sold Out
T MOBILE US INC    (COM)TMUS0348,094
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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