13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003522
Total Value
$3.57B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,048,242 | $395.8M | 11.09% |
| 2 | MERCADOLIBRE INC | MELI | 225,271 | $370.2M | 10.37% |
| 3 | HILTON WORLDWIDE HLDGS INC | HLT | 1,488,263 | $324.7M | 9.10% |
| 4 | MICROSOFT CORP | MSFT | 619,560 | $276.9M | 7.76% |
| 5 | FERGUSON PLC NEW | G3421J106 | 1,398,007 | $270.7M | 7.58% |
| 6 | ALPHABET INC | GOOG | 1,426,887 | $261.7M | 7.33% |
| 7 | COUPANG INC | CPNG | 11,963,265 | $250.6M | 7.02% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,331,172 | $235.5M | 6.60% |
| 9 | SHERWIN WILLIAMS CO | SHW | 705,333 | $210.5M | 5.90% |
| 10 | BOOKING HOLDINGS INC | BKNG | 49,248 | $195.1M | 5.47% |
| 11 | DUOLINGO INC | DUOL | 774,257 | $161.6M | 4.53% |
| 12 | VISA INC | V | 555,539 | $145.8M | 4.08% |
| 13 | CARGURUS INC | CARG | 5,015,126 | $131.4M | 3.68% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 1,773,241 | $127.4M | 3.57% |
| 15 | PAYPAL HLDGS INC | PYPL | 2,185,235 | $126.8M | 3.55% |
| 16 | FIRST WATCH RESTAURANT GROUP | FWRG | 2,020,008 | $35.5M | 0.99% |
| 17 | AURORA INNOVATION INC | AUROW | 8,801,118 | $24.4M | 0.68% |
| 18 | MAPLEBEAR INC | CART | 519,838 | $16.7M | 0.47% |
| 19 | 1STDIBS COM INC | DIBS | 1,901,793 | $8.5M | 0.24% |