Foxhaven Asset Management as of March 31, 2020
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Inc cl a (TWLO) | 13.0 | $243M | 2.7M | 89.49 | |
| Alphabet Inc Class C cs (GOOG) | 10.8 | $201M | 173k | 1162.81 | |
| Amazon (AMZN) | 8.9 | $166M | 85k | 1949.73 | |
| Facebook Inc cl a (META) | 7.3 | $136M | 815k | 166.80 | |
| Smartsheet (SMAR) | 6.6 | $123M | 3.0M | 41.51 | |
| Atlassian Corp Plc cl a | 6.3 | $118M | 858k | 137.26 | |
| Visa (V) | 5.6 | $104M | 646k | 161.12 | |
| Servicenow (NOW) | 5.2 | $97M | 338k | 286.58 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.1 | $94M | 217k | 436.31 | |
| Activision Blizzard | 4.6 | $86M | 1.5M | 59.48 | |
| Hilton Worldwide Holdings (HLT) | 4.2 | $78M | 1.1M | 68.24 | |
| Gci Liberty Incorporated | 3.9 | $73M | 1.3M | 56.97 | |
| Pegasystems (PEGA) | 3.7 | $68M | 957k | 71.23 | |
| Netflix (NFLX) | 3.0 | $56M | 149k | 375.50 | |
| MercadoLibre (MELI) | 2.7 | $51M | 105k | 488.58 | |
| Tesla Motors (TSLA) | 2.1 | $40M | 77k | 524.00 | |
| Eventbrite (EB) | 1.7 | $31M | 4.2M | 7.30 | |
| Workday Inc cl a (WDAY) | 1.4 | $26M | 201k | 130.22 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.2 | $23M | 722k | 31.69 | |
| Stoneco (STNE) | 1.0 | $19M | 870k | 21.77 | |
| Coupa Software | 1.0 | $18M | 131k | 139.73 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.8 | $15M | 470k | 31.62 |
