Foxhaven Asset Management as of June 30, 2022
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa Com Cl A (V) | 13.2 | $292M | 1.5M | 196.89 | |
Intuit (INTU) | 11.8 | $261M | 676k | 385.44 | |
Amazon (AMZN) | 11.6 | $258M | 2.4M | 106.21 | |
Hilton Worldwide Holdings (HLT) | 8.7 | $193M | 1.7M | 111.44 | |
Metropcs Communications (TMUS) | 7.6 | $168M | 1.2M | 134.54 | |
Meta Platforms Cl A Call Option (META) | 7.2 | $159M | 986k | 161.25 | |
Coupang Cl A (CPNG) | 6.5 | $145M | 11M | 12.75 | |
MercadoLibre (MELI) | 5.7 | $127M | 199k | 636.87 | |
Atlassian Corp Cl A | 5.6 | $124M | 664k | 187.40 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 4.6 | $103M | 888k | 115.64 | |
Duolingo Cl A Com (DUOL) | 4.4 | $98M | 1.1M | 87.55 | |
Sherwin-Williams Company (SHW) | 4.0 | $88M | 393k | 223.91 | |
Liberty Media Corp Del Com C Siriusxm | 2.9 | $64M | 1.8M | 36.05 | |
Rh (RH) | 2.3 | $51M | 241k | 212.26 | |
Liberty Media Corp Del Com A Siriusxm | 1.8 | $39M | 1.1M | 36.04 | |
Roblox Corp Cl A (RBLX) | 0.9 | $19M | 575k | 32.86 | |
1stdibs (DIBS) | 0.5 | $11M | 2.0M | 5.69 | |
Meli Kaszek Pioneer Corp Class A Ord | 0.5 | $10M | 1.0M | 9.90 | |
Affirm Hldgs Com Cl A (AFRM) | 0.2 | $3.6M | 200k | 18.06 |