Foxhaven Asset Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$3569.9T
Holdings
19
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,048,242 | $395.8T | 11.09% | |
| 2 | MLB1MERCADOLIBRE INC | 225,271 | $370.2T | 10.37% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,488,263 | $324.7T | 9.10% | |
| 4 | MSFTMICROSOFT CORP | 619,560 | $276.9T | 7.76% | |
| 5 | FERGFERGUSON PLC NEW | 1,398,007 | $270.7T | 7.58% | |
| 6 | GOOGALPHABET INC | 1,426,887 | $261.7T | 7.33% | |
| 7 | CPNGCOUPANG INC | 11,963,265 | $250.6T | 7.02% | |
| 8 | TEAMATLASSIAN CORPORATION | 1,331,172 | $235.5T | 6.60% | |
| 9 | SHWSHERWIN WILLIAMS CO | 705,333 | $210.5T | 5.90% | |
| 10 | BKNGBOOKING HOLDINGS INC | 49,248 | $195.1T | 5.47% | |
| 11 | DUOLDUOLINGO INC | 774,257 | $161.6T | 4.53% | |
| 12 | VVISA INC | 555,539 | $145.8T | 4.08% | |
| 13 | CARGCARGURUS INC | 5,015,126 | $131.4T | 3.68% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 1,773,241 | $127.4T | 3.57% | |
| 15 | PYPLPAYPAL HLDGS INC | 2,185,235 | $126.8T | 3.55% | |
| 16 | FWRGFIRST WATCH RESTAURANT GROUP | 2,020,008 | $35.5T | 0.99% | |
| 17 | AURAURORA INNOVATION INC | 8,801,118 | $24.4T | 0.68% | |
| 18 | CARTMAPLEBEAR INC | 519,838 | $16.7T | 0.47% | |
| 19 | DIBS1STDIBS COM INC | 1,901,793 | $8.5T | 0.24% |