Foxhaven Asset Management as of Sept. 30, 2018
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Inc cl a (TWLO) | 17.6 | $315M | 3.7M | 86.28 | |
| Alphabet Inc Class C cs (GOOG) | 15.0 | $269M | 226k | 1193.47 | |
| Amazon (AMZN) | 11.4 | $205M | 102k | 2003.00 | |
| Liberty Global Inc C | 9.1 | $164M | 5.8M | 28.16 | |
| Atlassian Corp Plc cl a | 6.8 | $123M | 1.3M | 96.14 | |
| Grupo Televisa (TV) | 4.3 | $78M | 4.4M | 17.74 | |
| Servicenow (NOW) | 4.3 | $76M | 390k | 195.63 | |
| Hilton Worldwide Holdings (HLT) | 4.1 | $73M | 907k | 80.78 | |
| Gci Liberty Incorporated | 4.1 | $73M | 1.4M | 51.00 | |
| MercadoLibre (MELI) | 4.0 | $72M | 211k | 340.47 | |
| Shopify Inc cl a (SHOP) | 4.0 | $71M | 430k | 164.46 | |
| Activision Blizzard | 3.2 | $58M | 691k | 83.19 | |
| Dollar Tree (DLTR) | 3.1 | $55M | 673k | 81.55 | |
| Coupa Software | 2.4 | $42M | 535k | 79.10 | |
| Pandora Media | 2.2 | $39M | 4.1M | 9.51 | |
| Liberty Broadband Corporation (LBRDA) | 1.3 | $23M | 275k | 84.33 | |
| Liberty Broadband Cl C (LBRDK) | 1.2 | $21M | 250k | 84.30 | |
| Workiva Inc equity us cm (WK) | 0.7 | $13M | 332k | 39.50 | |
| Redfin Corp (RDFN) | 0.5 | $8.9M | 476k | 18.70 | |
| Target Corporation (TGT) | 0.3 | $5.9M | 67k | 88.21 | |
| Eventbrite (EB) | 0.2 | $4.0M | 105k | 37.97 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.2 | $3.5M | 130k | 27.23 |
