MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : ThornTree Capital Partners LP |
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ThornTree Capital Partners LP Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-14) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2019-09-30 |
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) |
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17,602,000 |
491,411 |
5.38% |
ARCO PLATFORM LTD (COM CL A) |
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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% |
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Investing Just Like ThornTree Capital Partners LP
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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