Foxhaven Asset Management as of Sept. 30, 2020
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 24 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 12.3 | $387M | 1.6M | 247.09 | |
| Facebook Cl A (META) | 11.0 | $346M | 1.3M | 261.90 | |
| Amazon (AMZN) | 9.1 | $285M | 90k | 3148.73 | |
| MercadoLibre (MELI) | 6.9 | $218M | 202k | 1082.48 | |
| Hilton Worldwide Holdings (HLT) | 5.9 | $187M | 2.2M | 85.32 | |
| Visa Com Cl A (V) | 5.9 | $184M | 921k | 199.97 | |
| Smartsheet Com Cl A (SMAR) | 5.5 | $173M | 3.5M | 49.42 | |
| Servicenow (NOW) | 4.1 | $129M | 267k | 485.00 | |
| Activision Blizzard | 4.0 | $127M | 1.6M | 80.95 | |
| Workday Cl A (WDAY) | 4.0 | $126M | 585k | 215.13 | |
| Gci Liberty Com Class A | 3.9 | $122M | 1.5M | 81.96 | |
| Vroom | 3.7 | $118M | 2.3M | 51.78 | |
| Pegasystems (PEGA) | 3.4 | $106M | 872k | 121.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $102M | 70k | 1469.60 | |
| Stoneco Com Cl A (STNE) | 3.2 | $100M | 1.9M | 52.89 | |
| Netflix (NFLX) | 3.0 | $94M | 189k | 500.03 | |
| Metropcs Communications (TMUS) | 3.0 | $94M | 825k | 114.36 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.5 | $77M | 542k | 142.87 | |
| Charter Communications Inc N Cl A (CHTR) | 2.1 | $65M | 104k | 624.34 | |
| Atlassian Corp Cl A | 1.5 | $47M | 259k | 181.79 | |
| Liberty Media Corp Del Com A Siriusxm | 0.8 | $25M | 754k | 33.17 | |
| Liberty Media Corp Del Com C Siriusxm | 0.5 | $16M | 493k | 33.08 | |
| Lemonade (LMND) | 0.3 | $9.9M | 200k | 49.72 | |
| Snowflake Cl A (SNOW) | 0.2 | $5.0M | 20k | 251.00 |
