ThornTree Capital Partners LP
- SEC CIK
- 0001688511
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 28
- No 13F data for Q4 2020
- Portfolio value
- $703.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZZillow Group, Inc. | CL C CAP STK | 499,259 | $64.7M | 9.2% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 758,058 | $53.6M | 7.6% | – | – | History |
| SMARSmartsheet Inc | COM CL A | 783,384 | $50.1M | 7.1% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 272,322 | $48.8M | 6.9% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 155,365 | $45.8M | 6.5% | – | – | History |
| PENNPENN Entertainment, Inc. | COM | 431,889 | $45.3M | 6.4% | – | – | History |
| XPXP Inc. | CL A | 929,328 | $35.0M | 5.0% | – | – | History |
| WWWW International, Inc. | COM | 1,098,875 | $34.4M | 4.9% | – | – | History |
| STNEStoneCo Ltd. | COM | 550,228 | $33.7M | 4.8% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 120,506 | $29.3M | 4.2% | – | – | History |
| TWLOTwilio Inc | CL A | 77,875 | $26.5M | 3.8% | – | – | History |
| UBERUber Technologies, Inc | Stock | 470,286 | $25.6M | 3.6% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 116,224 | $23.5M | 3.3% | – | – | History |
| ETSYEtsy Inc | COM | 116,207 | $23.4M | 3.3% | – | – | History |
| Azul S A05501U106 | SPONSR ADR PFD | 1,153,391 | $23.3M | 3.3% | – | – | – |
| DISHDISH Network CORP | CL A | 592,119 | $21.4M | 3.0% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 284,959 | $20.0M | 2.8% | – | – | History |
| SVMK Inc78489X103 | COM | 843,990 | $15.5M | 2.2% | – | – | – |
| Agile Growth Corp.G01202129 | UNIT 03/09/2026 | 1,500,000 | $14.9M | 2.1% | – | – | – |
| SPLKSplunk Inc | COM | 86,191 | $11.7M | 1.7% | – | – | History |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 379,649 | $10.6M | 1.5% | – | – | History |
| XMQualtrics International Inc. | COM CL A | 285,477 | $9.39M | 1.3% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 398,481 | $9.28M | 1.3% | – | – | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 227,936 | $8.89M | 1.3% | – | – | History |
| ACVAACV Auctions Inc. | COM CL A | 250,000 | $8.65M | 1.2% | – | – | History |
| UUnity Software Inc. | COM | 62,129 | $6.23M | 0.9% | – | – | History |
| OLOOlo Inc. | CL A | 131,110 | $3.46M | 0.5% | – | – | History |
| COURCoursera, Inc. | COM | 20,000 | $900.0K | 0.1% | – | – | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.