Foxhaven Asset Management as of June 30, 2020
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 22 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 17.9 | $534M | 2.4M | 219.42 | |
| Amazon (AMZN) | 8.8 | $261M | 95k | 2758.82 | |
| Facebook Cl A (META) | 8.7 | $259M | 1.1M | 227.07 | |
| Smartsheet Com Cl A (SMAR) | 6.4 | $191M | 3.7M | 50.92 | |
| Atlassian Corp Cl A | 5.5 | $164M | 910k | 180.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $163M | 115k | 1413.61 | |
| Servicenow (NOW) | 5.0 | $149M | 367k | 405.06 | |
| Visa Com Cl A (V) | 4.9 | $145M | 751k | 193.17 | |
| Activision Blizzard | 4.0 | $119M | 1.6M | 75.90 | |
| Vroom | 3.9 | $116M | 2.2M | 52.14 | |
| Workday Cl A (WDAY) | 3.7 | $110M | 585k | 187.36 | |
| MercadoLibre (MELI) | 3.6 | $108M | 110k | 985.77 | |
| Gci Liberty Com Class A | 3.5 | $106M | 1.5M | 71.12 | |
| Pegasystems (PEGA) | 3.5 | $105M | 1.0M | 101.17 | |
| Charter Communications Inc N Cl A (CHTR) | 3.4 | $100M | 196k | 510.04 | |
| Hilton Worldwide Holdings (HLT) | 3.1 | $93M | 1.3M | 73.45 | |
| Netflix (NFLX) | 2.9 | $86M | 189k | 455.04 | |
| Stoneco Com Cl A (STNE) | 2.5 | $73M | 1.9M | 38.76 | |
| Metropcs Communications (TMUS) | 1.0 | $31M | 300k | 104.15 | |
| Liberty Media Corp Del Com A Siriusxm | 0.9 | $26M | 754k | 34.52 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.7 | $21M | 171k | 123.96 | |
| Liberty Media Corp Del Com C Siriusxm | 0.6 | $17M | 493k | 34.45 |
