Foxhaven Asset Management as of Dec. 31, 2024
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.5 | $468M | 2.1M | 219.39 | |
| MercadoLibre (MELI) | 10.0 | $371M | 218k | 1700.44 | |
| Hilton Worldwide Holdings (HLT) | 7.7 | $289M | 1.2M | 247.16 | |
| Atlassian Corporation Cl A (TEAM) | 7.0 | $262M | 1.1M | 243.38 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.9 | $259M | 1.5M | 173.57 | |
| Coupang Cl A (CPNG) | 6.7 | $251M | 11M | 21.98 | |
| Microsoft Corporation (MSFT) | 6.3 | $235M | 557k | 421.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $214M | 1.1M | 190.44 | |
| Duolingo Cl A Com (DUOL) | 5.7 | $212M | 653k | 324.23 | |
| Paypal Holdings (PYPL) | 5.3 | $199M | 2.3M | 85.35 | |
| Roblox Corp Cl A (RBLX) | 4.7 | $174M | 3.0M | 57.86 | |
| Sherwin-Williams Company (SHW) | 4.4 | $162M | 478k | 339.93 | |
| Booking Holdings (BKNG) | 4.0 | $150M | 30k | 4968.42 | |
| Visa Com Cl A (V) | 3.4 | $127M | 402k | 316.04 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.2 | $81M | 1.3M | 60.90 | |
| salesforce (CRM) | 2.2 | $81M | 242k | 334.33 | |
| Cargurus Com Cl A (CARG) | 2.1 | $79M | 2.2M | 36.54 | |
| Aurora Innovation Class A Com (AUR) | 1.6 | $60M | 9.5M | 6.30 | |
| First Watch Restaurant Groupco (FWRG) | 1.0 | $36M | 1.9M | 18.61 | |
| Maplebear (CART) | 0.5 | $20M | 484k | 41.42 |
