13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002317
Total Value
$2.77B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 193,005 | $254.4M | 9.19% |
| 2 | AMAZON COM INC | AMZN | 2,151,950 | $222.3M | 8.03% |
| 3 | HILTON WORLDWIDE HLDGS INC | HLT | 1,455,495 | $205.0M | 7.41% |
| 4 | VISA INC | V | 879,845 | $198.4M | 7.17% |
| 5 | COUPANG INC | CPNG | 11,368,304 | $181.9M | 6.57% |
| 6 | FERGUSON PLC NEW | G3421J106 | 1,353,998 | $181.1M | 6.54% |
| 7 | INTUIT | INTU | 377,508 | $168.3M | 6.08% |
| 8 | DUOLINGO INC | DUOL | 1,118,558 | $159.5M | 5.76% |
| 9 | ATLASSIAN CORPORATION | TEAM | 741,533 | $126.9M | 4.59% |
| 10 | SHERWIN WILLIAMS CO | SHW | 535,133 | $120.3M | 4.35% |
| 11 | BOOKING HOLDINGS INC | BKNG | 39,785 | $105.5M | 3.81% |
| 12 | NETFLIX INC | NFLX | 292,678 | $101.1M | 3.65% |
| 13 | MICROSOFT CORP | MSFT | 350,327 | $101.0M | 3.65% |
| 14 | ROGERS COMMUNICATIONS INC | RCIAF | 2,067,220 | $95.7M | 3.46% |
| 15 | CARGURUS INC | CARG | 4,789,873 | $89.5M | 3.23% |
| 16 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 912,146 | $84.8M | 3.07% |
| 17 | CLEAR SECURE INC | YOU | 2,786,795 | $72.9M | 2.64% |
| 18 | RH | RH | 276,316 | $67.3M | 2.43% |
| 19 | TOAST INC | TOST | 3,756,265 | $66.7M | 2.41% |
| 20 | WORKDAY INC | WDAY | 317,203 | $65.5M | 2.37% |
| 21 | LIBERTY MEDIA CORP DEL | FWONB | 1,513,413 | $42.4M | 1.53% |
| 22 | LIBERTY MEDIA CORP DEL | FWONB | 1,267,064 | $35.6M | 1.29% |
| 23 | MELI KASZEK PIONEER CORP | G5S74L106 | 1,045,743 | $10.7M | 0.39% |
| 24 | 1STDIBS COM INC | DIBS | 2,009,749 | $8.0M | 0.29% |
| 25 | AFFIRM HLDGS INC | AFRM | 200,000 | $2.3M | 0.08% |