Foxhaven Asset Management as of June 30, 2019
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 23 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 20.2 | $460M | 3.4M | 136.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.6 | $286M | 265k | 1080.91 | |
| MercadoLibre (MELI) | 7.4 | $169M | 277k | 611.77 | |
| Atlassian Corp Cl A | 7.2 | $165M | 1.3M | 130.84 | |
| Liberty Global SHS CL C | 6.5 | $147M | 5.5M | 26.53 | |
| Instructure | 5.1 | $117M | 2.7M | 42.50 | |
| Servicenow (NOW) | 4.9 | $111M | 405k | 274.57 | |
| Hilton Worldwide Holdings (HLT) | 4.7 | $107M | 1.1M | 97.74 | |
| Amazon (AMZN) | 4.2 | $95M | 50k | 1893.62 | |
| Tesla Motors Put Option (TSLA) | 3.1 | $72M | 320k | 223.46 | |
| CarMax (KMX) | 2.7 | $61M | 698k | 86.83 | |
| Gci Liberty Com Class A | 2.6 | $59M | 954k | 61.46 | |
| Charter Communications Inc N Cl A (CHTR) | 2.6 | $58M | 147k | 395.18 | |
| Coupa Software | 2.3 | $53M | 420k | 126.61 | |
| Activision Blizzard | 2.1 | $49M | 1.0M | 47.20 | |
| Pegasystems (PEGA) | 1.9 | $43M | 610k | 71.21 | |
| Shopify Cl A (SHOP) | 1.7 | $39M | 131k | 300.15 | |
| Stoneco Com Cl A (STNE) | 1.7 | $39M | 1.3M | 29.58 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.6 | $37M | 974k | 37.81 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.6 | $36M | 954k | 37.98 | |
| Eventbrite Com Cl A (EB) | 1.5 | $34M | 2.1M | 16.20 | |
| Netflix (NFLX) | 1.0 | $22M | 59k | 367.31 | |
| Uber Technologies (UBER) | 0.8 | $19M | 405k | 46.38 |
