Foxhaven Asset Management, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.2T
Holdings
19
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,480,595 | $291.5B | 13.17% | |
| 2 | INTUINTUIT | 676,050 | $260.6B | 11.78% | |
| 3 | AMZNAMAZON COM INC | 2,425,520 | $257.6B | 11.64% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 1,735,626 | $193.4B | 8.74% | |
| 5 | TMUST-MOBILE US INC | 1,248,333 | $168.0B | 7.59% | |
| 6 | METAMETA PLATFORMS INC | 986,037 | $159.0B | 7.18% | Call |
| 7 | CPNGCOUPANG INC | 11,354,682 | $144.8B | 6.54% | |
| 8 | MLB1MERCADOLIBRE INC | 199,298 | $126.9B | 5.74% | |
| 9 | TEAMATLASSIAN CORP PLC | 663,845 | $124.4B | 5.62% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 887,999 | $102.7B | 4.64% | |
| 11 | DUOLDUOLINGO INC | 1,119,197 | $98.0B | 4.43% | |
| 12 | SHWSHERWIN WILLIAMS CO | 392,496 | $87.9B | 3.97% | |
| 13 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,772,027 | $63.9B | 2.89% | |
| 14 | RHRH | 240,830 | $51.1B | 2.31% | |
| 15 | LM03LIBERTY MEDIA CORP DEL | 1,078,927 | $38.9B | 1.76% | |
| 16 | RBLXROBLOX CORP | 575,163 | $18.9B | 0.85% | |
| 17 | DIBS1STDIBS COM INC | 2,009,749 | $11.4B | 0.52% | |
| 18 | —MELI KASZEK PIONEER CORP | 1,045,743 | $10.4B | 0.47% | |
| 19 | AFRMAFFIRM HLDGS INC | 200,000 | $3.6B | 0.16% |