13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001313
Total Value
$2.35B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 1,887,650 | $238.5M | 10.17% |
| 2 | VISA INC | V | 977,564 | $203.1M | 8.66% |
| 3 | MERCADOLIBRE INC | MELI | 219,037 | $185.4M | 7.90% |
| 4 | AMAZON COM INC | AMZN | 2,151,950 | $180.8M | 7.71% |
| 5 | COUPANG INC | CPNG | 11,368,304 | $167.2M | 7.13% |
| 6 | FERGUSON PLC NEW | G3421J106 | 1,305,430 | $165.8M | 7.07% |
| 7 | INTUIT | INTU | 418,291 | $162.8M | 6.94% |
| 8 | T-MOBILE US INC | TMUSZ | 983,012 | $137.6M | 5.87% |
| 9 | SHERWIN WILLIAMS CO | SHW | 498,505 | $118.3M | 5.04% |
| 10 | DUOLINGO INC | DUOL | 1,251,006 | $89.0M | 3.79% |
| 11 | ATLASSIAN CORPORATION | TEAM | 637,229 | $82.0M | 3.50% |
| 12 | ACTIVISION BLIZZARD INC | 00507V109 | 1,040,302 | $79.6M | 3.40% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 1,989,880 | $77.9M | 3.32% |
| 14 | RH | RH | 248,399 | $66.4M | 2.83% |
| 15 | ROGERS COMMUNICATIONS INC | RCIAF | 1,406,576 | $65.9M | 2.81% |
| 16 | ZILLOW GROUP INC | Z | 2,031,729 | $65.4M | 2.79% |
| 17 | CARGURUS INC | CARG | 4,391,889 | $61.5M | 2.62% |
| 18 | CLEAR SECURE INC | YOU | 1,901,563 | $52.2M | 2.22% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 1,267,064 | $49.8M | 2.12% |
| 20 | TOAST INC | TOST | 2,359,258 | $42.5M | 1.81% |
| 21 | ROBLOX CORP | RBLX | 911,890 | $26.0M | 1.11% |
| 22 | MELI KASZEK PIONEER CORP | G5S74L106 | 1,045,743 | $10.4M | 0.44% |
| 23 | 1STDIBS COM INC | DIBS | 2,009,749 | $10.2M | 0.44% |
| 24 | META PLATFORMS INC | META | 42,500 | $5.1M | 0.22% |
| 25 | AFFIRM HLDGS INC | AFRM | 200,000 | $1.9M | 0.08% |