ThornTree Capital Partners’s Airbnb ABNB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-264,109	Closed	-$22.6M	–	19
2022 Q4	$22.6M	Buy	264,109 +94,169	+55%	+$8.05M	7.42%	3
2022 Q3	$17.9M	Buy	+169,940	New	+$17.9M	6.08%	8
2022 Q2	–	Sell	-151,006	Closed	-$25.9M	–	16
2022 Q1	$25.9M	Buy	+151,006	New	+$25.9M	5.68%	4