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David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ThornTree Capital Partners LP INSTITUTION : ThornTree Capital Partners LP
ThornTree Capital Partners LP Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
DOCUSIGN INC    (COM) 39,324,000 635,073 12.03%
ETSY INC    (COM) ETSY 33,355,000 590,361 10.20%
SQUARE INC    (CL A) 32,908,000 531,195 10.07%
TWILIO INC    (CL A) 31,561,000 287,022 9.65%
PINTEREST INC    (CL A) 30,606,000 1,157,131 9.36%
SVMK INC    (COM) 29,331,000 1,715,288 8.97%
SMARTSHEET INC    (COM CL A) 27,665,000 767,840 8.46%
TWITTER INC    (COM) TWTR 26,378,000 640,250 8.07%
ZILLOW GROUP INC    (CL C CAP STK) 20,938,000 702,135 6.40%
AZUL S A    (SPONSR ADR PFD) 17,602,000 491,411 5.38%
ARCO PLATFORM LTD    (COM CL A) 15,156,000 299,001 4.63%
PAYPAL HLDGS INC    (COM) PYPL 13,113,000 126,588 4.01%
ZENDESK INC    (COM) ZEN 6,569,000 90,136 2.01%
THE REALREAL INC    (COM) 2,236,000 100,000 0.68%
Total Value As 2019-09-30: 326,742,000 SEC FILING
* Portfolios do not reflect changes after reporting
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