13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001126
Total Value
$3.73B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,132,998 | $468.0M | 12.55% |
| 2 | MERCADOLIBRE INC | MELI | 218,412 | $371.4M | 9.96% |
| 3 | HILTON WORLDWIDE HLDGS INC | HLT | 1,167,719 | $288.6M | 7.74% |
| 4 | ATLASSIAN CORPORATION | TEAM | 1,074,934 | $261.6M | 7.02% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 1,490,696 | $258.7M | 6.94% |
| 6 | COUPANG INC | CPNG | 11,417,962 | $251.0M | 6.73% |
| 7 | MICROSOFT CORP | MSFT | 556,470 | $234.6M | 6.29% |
| 8 | ALPHABET INC | GOOG | 1,122,880 | $213.8M | 5.73% |
| 9 | DUOLINGO INC | DUOL | 653,441 | $211.9M | 5.68% |
| 10 | PAYPAL HLDGS INC | PYPL | 2,335,023 | $199.3M | 5.34% |
| 11 | ROBLOX CORP | RBLX | 3,009,254 | $174.1M | 4.67% |
| 12 | SHERWIN WILLIAMS CO | SHW | 477,453 | $162.3M | 4.35% |
| 13 | BOOKING HOLDINGS INC | BKNG | 30,218 | $150.1M | 4.03% |
| 14 | VISA INC | V | 402,099 | $127.1M | 3.41% |
| 15 | AFFIRM HLDGS INC | AFRM | 1,328,684 | $80.9M | 2.17% |
| 16 | SALESFORCE INC | CRM | 241,450 | $80.7M | 2.16% |
| 17 | CARGURUS INC | CARG | 2,171,853 | $79.4M | 2.13% |
| 18 | AURORA INNOVATION INC | AUROW | 9,477,908 | $59.7M | 1.60% |
| 19 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,918,379 | $35.7M | 0.96% |
| 20 | MAPLEBEAR INC | CART | 483,901 | $20.0M | 0.54% |