Foxhaven Asset Management as of Dec. 31, 2021
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 10.2 | $353M | 1.1M | 336.35 | |
| Amazon (AMZN) | 9.4 | $326M | 98k | 3334.34 | |
| Visa Com Cl A (V) | 8.9 | $307M | 1.4M | 216.71 | |
| Coupang Cl A (CPNG) | 8.2 | $283M | 9.6M | 29.38 | |
| Hilton Worldwide Holdings (HLT) | 7.2 | $250M | 1.6M | 155.99 | |
| Atlassian Corp Cl A | 7.1 | $245M | 643k | 381.29 | |
| Intuit (INTU) | 7.1 | $244M | 380k | 643.22 | |
| MercadoLibre (MELI) | 6.8 | $236M | 175k | 1348.40 | |
| Twilio Cl A (TWLO) | 6.8 | $234M | 889k | 263.34 | |
| Smartsheet Com Cl A (SMAR) | 5.5 | $189M | 2.4M | 77.45 | |
| Pegasystems (PEGA) | 4.6 | $160M | 1.4M | 111.82 | |
| Workday Cl A (WDAY) | 4.2 | $144M | 529k | 273.18 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.3 | $115M | 717k | 161.10 | |
| Shopify Cl A (SHOP) | 2.9 | $99M | 72k | 1377.39 | |
| Liberty Media Corp Del Com C Siriusxm | 2.1 | $72M | 1.4M | 50.85 | |
| Duolingo Cl A Com (DUOL) | 2.0 | $70M | 657k | 106.11 | |
| Liberty Media Corp Del Com A Siriusxm | 1.5 | $51M | 994k | 50.85 | |
| 1stdibs (DIBS) | 0.7 | $23M | 1.8M | 12.51 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.6 | $20M | 200k | 100.56 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.4 | $15M | 650k | 22.98 | |
| Meli Kaszek Pioneer Corp Class A Ord | 0.3 | $12M | 1.0M | 11.56 | |
| Clear Secure Com Cl A (YOU) | 0.3 | $9.4M | 300k | 31.37 |
