Foxhaven Asset Management as of Dec. 31, 2020
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 12.5 | $474M | 1.4M | 338.50 | |
| Facebook Cl A (META) | 10.5 | $398M | 1.5M | 273.16 | |
| MercadoLibre (MELI) | 8.9 | $338M | 202k | 1675.22 | |
| Amazon (AMZN) | 7.1 | $270M | 83k | 3256.93 | |
| Atlassian Corp Cl A | 7.1 | $269M | 1.2M | 233.87 | |
| Smartsheet Com Cl A (SMAR) | 6.5 | $245M | 3.5M | 69.29 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.8 | $222M | 1.4M | 158.37 | |
| Visa Com Cl A (V) | 5.7 | $216M | 988k | 218.73 | |
| Hilton Worldwide Holdings (HLT) | 4.6 | $175M | 1.6M | 111.26 | |
| Stoneco Com Cl A (STNE) | 4.2 | $159M | 1.9M | 83.92 | |
| Activision Blizzard | 3.8 | $146M | 1.6M | 92.85 | |
| Workday Cl A (WDAY) | 3.7 | $140M | 585k | 239.61 | |
| Shopify Cl A (SHOP) | 3.2 | $122M | 108k | 1131.95 | |
| Intuit (INTU) | 3.0 | $116M | 305k | 379.85 | |
| Metropcs Communications (TMUS) | 2.9 | $111M | 825k | 134.85 | |
| Netflix (NFLX) | 2.7 | $102M | 189k | 540.73 | |
| Vroom | 2.4 | $93M | 2.3M | 40.97 | |
| Pegasystems (PEGA) | 2.1 | $79M | 592k | 133.26 | |
| Cloudflare Cl A Com (NET) | 1.5 | $57M | 755k | 75.99 | |
| Liberty Media Corp Del Com A Siriusxm | 0.9 | $33M | 754k | 43.19 | |
| Liberty Media Corp Del Com C Siriusxm | 0.6 | $22M | 493k | 43.51 | |
| Doordash Cl A (DASH) | 0.2 | $7.1M | 50k | 142.76 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $5.9M | 40k | 146.80 |
