Foxhaven Asset Management, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.2T
Holdings
23
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTUINTUIT | 672,704 | $260.6B | 11.59% | |
| 2 | AMZNAMAZON COM INC | 2,073,065 | $234.3B | 10.42% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,887,650 | $227.7B | 10.13% | |
| 4 | VVISA INC | 1,144,303 | $203.3B | 9.05% | |
| 5 | CPNGCOUPANG INC | 11,368,304 | $189.5B | 8.43% | |
| 6 | MLB1MERCADOLIBRE INC | 219,037 | $181.3B | 8.07% | |
| 7 | TMUST-MOBILE US INC | 1,251,844 | $168.0B | 7.47% | |
| 8 | DUOLDUOLINGO INC | 1,118,529 | $106.5B | 4.74% | |
| 9 | METAMETA PLATFORMS INC | 777,521 | $105.5B | 4.69% | Call |
| 10 | TEAMATLASSIAN CORP PLC | 490,395 | $103.3B | 4.60% | |
| 11 | SHWSHERWIN WILLIAMS CO | 435,638 | $89.2B | 3.97% | |
| 12 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,989,880 | $75.0B | 3.34% | |
| 13 | RHRH | 248,399 | $61.1B | 2.72% | |
| 14 | LM03LIBERTY MEDIA CORP DEL | 1,267,064 | $48.2B | 2.15% | |
| 15 | NFLXNETFLIX INC | 188,004 | $44.3B | 1.97% | |
| 16 | YOUCLEAR SECURE INC | 1,638,805 | $37.5B | 1.67% | |
| 17 | GOOGALPHABET INC | 370,000 | $35.6B | 1.58% | Put |
| 18 | RBLXROBLOX CORP | 652,618 | $23.4B | 1.04% | |
| 19 | ZZILLOW GROUP INC | 700,000 | $20.0B | 0.89% | |
| 20 | DIBS1STDIBS COM INC | 2,009,749 | $12.6B | 0.56% | |
| 21 | —MELI KASZEK PIONEER CORP | 1,045,743 | $10.3B | 0.46% | |
| 22 | CARGCARGURUS INC | 458,673 | $6.5B | 0.29% | |
| 23 | AFRMAFFIRM HLDGS INC | 200,000 | $3.8B | 0.17% |