Foxhaven Asset Management, LP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$1.4T
Holdings
23
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 222,068 | $184.2B | 12.76% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 498,641 | $163.2B | 11.30% | |
| 3 | LBTYBLIBERTY GLOBAL PLC | 3,530,227 | $123.7B | 8.56% | |
| 4 | BKNGPRICELINE GRP INC | 67,940 | $120.9B | 8.37% | |
| 5 | CMCSACOMCAST CORP NEW | 3,144,390 | $118.2B | 8.18% | |
| 6 | AMZNAMAZON COM INC | 115,832 | $102.7B | 7.11% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 1,250,000 | $73.1B | 5.06% | |
| 8 | METAFACEBOOK INC | 512,559 | $72.8B | 5.04% | |
| 9 | —LIBERTY EXPEDIA HOLDINGS | 1,330,141 | $60.5B | 4.19% | |
| 10 | SBACSBA COMMUNICATIONS CORP NEW | 498,433 | $60.0B | 4.15% | |
| 11 | IACIEURIAC INTERACTIVECORP | 643,474 | $47.4B | 3.28% | |
| 12 | TLVGRUPO TELEVISA SA | 1,767,730 | $45.9B | 3.18% | |
| 13 | EXPEEXPEDIA INC DEL | 355,563 | $44.9B | 3.11% | |
| 14 | EBAEBAY INC | 1,181,945 | $39.7B | 2.75% | |
| 15 | TMUST MOBILE US INC | 611,704 | $39.5B | 2.74% | |
| 16 | —TRIVAGO N V | 2,654,360 | $34.6B | 2.39% | |
| 17 | TWXCHFTIME WARNER INC | 269,083 | $26.3B | 1.82% | |
| 18 | TEAMATLASSIAN CORP PLC | 814,347 | $24.4B | 1.69% | |
| 19 | CTLEURCENTURYLINK INC | 969,373 | $22.8B | 1.58% | |
| 20 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 484,422 | $16.8B | 1.16% | |
| 21 | WUBAUSD58 COM INC | 416,469 | $14.7B | 1.02% | |
| 22 | SNAPSNAP INC | 200,000 | $4.5B | 0.31% | |
| 23 | TWLOTWILIO INC | 119,800 | $3.5B | 0.24% |