Foxhaven Asset Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.7T
Holdings
18
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 122,975 | $400.9B | 14.90% | |
| 2 | VVISA INC | 1,458,560 | $323.5B | 12.02% | |
| 3 | INTUINTUIT | 587,718 | $282.6B | 10.50% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 1,597,555 | $242.4B | 9.01% | |
| 5 | METAMETA PLATFORMS INC | 1,057,709 | $235.2B | 8.74% | Call |
| 6 | MLB1MERCADOLIBRE INC | 172,847 | $205.6B | 7.64% | |
| 7 | TEAMATLASSIAN CORP PLC | 671,947 | $197.4B | 7.34% | |
| 8 | CPNGCOUPANG INC | 10,450,829 | $184.8B | 6.87% | |
| 9 | TMUST-MOBILE US INC | 1,149,026 | $147.5B | 5.48% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 817,702 | $110.7B | 4.11% | |
| 11 | DUOLDUOLINGO INC | 1,139,964 | $108.4B | 4.03% | |
| 12 | WDAYWORKDAY INC | 387,956 | $92.9B | 3.45% | |
| 13 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,631,743 | $74.6B | 2.77% | |
| 14 | LM03LIBERTY MEDIA CORP DEL | 993,602 | $45.4B | 1.69% | |
| 15 | DIBS1STDIBS COM INC | 1,830,402 | $14.6B | 0.54% | |
| 16 | —MELI KASZEK PIONEER CORP | 1,000,000 | $10.3B | 0.38% | |
| 17 | AFRMAFFIRM HLDGS INC | 200,000 | $9.3B | 0.34% | |
| 18 | SGSWEETGREEN INC | 162,600 | $5.2B | 0.19% |