Foxhaven Asset Management

Foxhaven Asset Management as of Dec. 31, 2023

Portfolio Holdings for Foxhaven Asset Management

Foxhaven Asset Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.8 $306M 2.0M 151.94
MercadoLibre (MELI) 8.2 $288M 183k 1571.54
Hilton Worldwide Holdings (HLT) 8.0 $278M 1.5M 182.09
Ferguson SHS (FERG) 7.5 $262M 1.4M 193.07
Microsoft Corporation (MSFT) 6.9 $239M 636k 376.04
Sherwin-Williams Company (SHW) 6.5 $226M 724k 311.90
Visa Com Cl A (V) 6.4 $222M 853k 260.35
Coupang Cl A (CPNG) 5.7 $199M 12M 16.19
Duolingo Cl A Com (DUOL) 5.0 $174M 767k 226.85
Alphabet Cap Stk Cl C (GOOG) 4.8 $167M 1.2M 140.93
Intuit (INTU) 4.7 $164M 262k 625.03
Atlassian Corporation Cl A (TEAM) 4.7 $162M 683k 237.86
Booking Holdings (BKNG) 4.6 $159M 45k 3547.22
Paypal Holdings (PYPL) 3.4 $119M 1.9M 61.41
Liberty Media Corp Del Com Lbty One S C (FWONK) 3.3 $115M 1.8M 63.13
Cargurus Com Cl A (CARG) 3.2 $112M 4.6M 24.16
Rogers Communications CL B (RCI) 3.1 $108M 2.3M 46.85
Clear Secure Com Cl A (YOU) 1.6 $56M 2.7M 20.65
Shift4 Pmts Cl A (FOUR) 1.1 $39M 523k 74.34
First Watch Restaurant Groupco (FWRG) 0.6 $21M 1.0M 20.10
Aurora Innovation Class A Com (AUR) 0.5 $19M 4.4M 4.37
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.4 $15M 394k 37.39
Maplebear (CART) 0.4 $12M 520k 23.47
Liberty Media Corp Del Com Lbty Liv S A (LLYVA) 0.3 $11M 308k 36.55
1stdibs (DIBS) 0.3 $9.1M 1.9M 4.68
Liberty Media Corp Del Com Lbty Srm S A (LSXMA) 0.0 $1.7M 61k 28.74
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) 0.0 $1.7M 60k 28.78