Foxhaven Asset Management as of Dec. 31, 2019
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 13.6 | $286M | 214k | 1337.02 | |
| Twilio Inc cl a (TWLO) | 12.3 | $260M | 2.6M | 98.28 | |
| Facebook Inc cl a (META) | 7.3 | $154M | 748k | 205.25 | |
| MercadoLibre (MELI) | 6.3 | $133M | 232k | 571.94 | |
| Servicenow (NOW) | 5.2 | $111M | 393k | 282.32 | |
| Hilton Worldwide Holdings (HLT) | 5.2 | $109M | 980k | 110.91 | |
| Atlassian Corp Plc cl a | 4.9 | $103M | 858k | 120.34 | |
| Amazon (AMZN) | 4.3 | $91M | 49k | 1847.84 | |
| Activision Blizzard | 4.1 | $86M | 1.5M | 59.42 | |
| Netflix (NFLX) | 3.8 | $80M | 246k | 323.57 | |
| Eventbrite (EB) | 3.7 | $79M | 3.9M | 20.17 | |
| Smartsheet (SMAR) | 3.4 | $72M | 1.6M | 44.92 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.3 | $70M | 144k | 485.08 | |
| Gci Liberty Incorporated | 3.1 | $66M | 933k | 70.85 | |
| Coupa Software | 2.9 | $60M | 412k | 146.25 | |
| Pegasystems (PEGA) | 2.8 | $59M | 739k | 79.65 | |
| Stoneco (STNE) | 2.5 | $52M | 1.3M | 39.89 | |
| Liberty Global Inc C | 2.4 | $50M | 2.3M | 21.79 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.2 | $46M | 953k | 48.34 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.1 | $45M | 933k | 48.14 | |
| Shopify Inc cl a (SHOP) | 1.6 | $35M | 87k | 397.58 | |
| Instructure | 1.6 | $33M | 677k | 48.21 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.3 | $27M | 675k | 40.22 | |
| Uber Technologies (UBER) | 0.2 | $4.6M | 155k | 29.74 |
