13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005185
Total Value
$3.57B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 195,238 | $400.6M | 11.22% |
| 2 | AMAZON COM INC | AMZN | 1,984,518 | $369.8M | 10.35% |
| 3 | HILTON WORLDWIDE HLDGS INC | HLT | 1,412,473 | $325.6M | 9.12% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 1,328,045 | $263.7M | 7.38% |
| 5 | COUPANG INC | CPNG | 10,584,750 | $259.9M | 7.28% |
| 6 | MICROSOFT CORP | MSFT | 588,000 | $253.0M | 7.08% |
| 7 | SHERWIN WILLIAMS CO | SHW | 569,082 | $217.2M | 6.08% |
| 8 | BOOKING HOLDINGS INC | BKNG | 46,741 | $196.9M | 5.51% |
| 9 | DUOLINGO INC | DUOL | 687,121 | $193.8M | 5.43% |
| 10 | ALPHABET INC | GOOG | 1,122,880 | $187.7M | 5.26% |
| 11 | ATLASSIAN CORPORATION | TEAM | 1,149,502 | $182.6M | 5.11% |
| 12 | PAYPAL HLDGS INC | PYPL | 2,335,023 | $182.2M | 5.10% |
| 13 | VISA INC | V | 461,570 | $126.9M | 3.55% |
| 14 | CARGURUS INC | CARG | 3,792,087 | $113.9M | 3.19% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,201,747 | $93.1M | 2.61% |
| 16 | ROBLOX CORP | RBLX | 2,063,443 | $91.3M | 2.56% |
| 17 | AURORA INNOVATION INC | AUROW | 9,477,908 | $56.1M | 1.57% |
| 18 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,918,379 | $29.9M | 0.84% |
| 19 | MAPLEBEAR INC | CART | 483,901 | $19.7M | 0.55% |
| 20 | 1STDIBS COM INC | DIBS | 1,736,374 | $7.7M | 0.21% |