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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 2020-08-14)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
FACEBOOK INC    (CL A)FB103,0000
New Buy
New Buy
SPLUNK INC    (COM)SPLK138,1140
New Buy
New Buy
PENN NATL GAMING INC    (COM)PENN1,293,9500
New Buy
New Buy
STONECO LTD    (COM CL A)STNE624,8560
New Buy
New Buy
DISH NETWORK CORPORATION    (CL A)DISH802,9270
New Buy
New Buy
WW INTL INC    (COM)1,834,236211,922
Added1,622,314
765.52%
AZUL S A    (SPONSR ADR PFD)2,329,565499,562
Added1,830,003
366.32%
PELOTON INTERACTIVE INC    (CL A CO237,746125,901
Added111,845
88.83%
LIBERTY MEDIA CORP DEL    (COM A SILSXMA630,095339,100
Added290,995
85.81%
SVMK INC    (COM)1,269,690746,846
Added522,844
70.00%
LIBERTY MEDIA CORP DEL    (COM C BR1,030,937628,967
Added401,970
63.90%
XP INC    (CL A)310,862210,266
Added100,596
47.84%
ZILLOW GROUP INC    (CL C CAP STK)754,291540,934
Added213,357
39.44%
LIBERTY MEDIA CORP DEL    (COM C SILSXMK175,061144,357
Added30,704
21.26%
TWITTER INC    (COM)TWTR993,668832,555
Added161,113
19.35%
PAYPAL HLDGS INC    (COM)PYPL210,495200,383
Added10,112
5.04%
AMAZON COM INC    (COM)AMZN9,1429,642
Reduced500
5.18%
CLOUDFLARE INC    (CL A COM)917,2071,212,492
Reduced295,285
24.35%
DOCUSIGN INC    (COM)181,413249,561
Reduced68,148
27.30%
VAPOTHERM INC    (COM)442,2951,174,587
Reduced732,292
62.34%
OUTFRONT MEDIA INC    (COM)OUT288,331776,603
Reduced488,272
62.87%
SMARTSHEET INC    (COM CL A)705,2342,144,332
Reduced1,439,098
67.11%
TWILIO INC    (CL A)116,722449,300
Reduced332,578
74.02%
ARCO PLATFORM LTD    (COM CL A)251,8011,896,653
Reduced1,644,852
86.72%
BOOKING HOLDINGS INC    (COM)12,5472,026,245
Reduced2,013,698
99.38%
DOCUSIGN INC    (COM)0210,213
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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