Foxhaven Asset Management, LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.4T
Holdings
22
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 226,448 | $217.2B | 15.76% | |
| 2 | LBTYBLIBERTY GLOBAL PLC | 4,999,841 | $163.5B | 11.87% | |
| 3 | AMZNAMAZON COM INC | 102,086 | $98.1B | 7.12% | |
| 4 | IACIEURIAC INTERACTIVECORP | 797,914 | $93.8B | 6.81% | |
| 5 | METAFACEBOOK INC | 512,559 | $87.6B | 6.36% | |
| 6 | BKNGPRICELINE GRP INC | 44,040 | $80.6B | 5.85% | |
| 7 | —LIBERTY EXPEDIA HOLDINGS | 1,510,692 | $80.2B | 5.82% | |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | 991,867 | $68.9B | 5.00% | |
| 9 | SBACSBA COMMUNICATIONS CORP NEW | 421,533 | $60.7B | 4.41% | |
| 10 | MLB1MERCADOLIBRE INC | 208,486 | $54.0B | 3.92% | |
| 11 | CHTRCHARTER COMMUNICATIONS INC N | 143,117 | $52.0B | 3.78% | |
| 12 | CMCSACOMCAST CORP NEW | 1,252,871 | $48.2B | 3.50% | |
| 13 | TLVGRUPO TELEVISA SA | 1,897,024 | $46.8B | 3.40% | |
| 14 | TEAMATLASSIAN CORP PLC | 1,256,202 | $44.2B | 3.20% | |
| 15 | —TRIVAGO N V | 3,907,403 | $42.4B | 3.08% | |
| 16 | TWLOTWILIO INC | 1,411,056 | $42.1B | 3.06% | |
| 17 | —LIBERTY INTERACTIVE CORP | 723,211 | $41.6B | 3.02% | |
| 18 | EXPEEXPEDIA INC DEL | 230,167 | $33.1B | 2.40% | |
| 19 | LBRDALIBERTY BROADBAND CORP | 170,856 | $16.1B | 1.17% | |
| 20 | RDFNREDFIN CORP | 125,000 | $3.1B | 0.23% | |
| 21 | ROKUROKU INC | 70,000 | $1.9B | 0.13% | |
| 22 | WKWORKIVA INC | 73,424 | $1.5B | 0.11% |