Foxhaven Asset Management, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$3571.5T

Holdings

20

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
MLB1MERCADOLIBRE INC
195,238$400.6T11.22%
2
AMZNAMAZON COM INC
1,984,518$369.8T10.35%
3
HLTHILTON WORLDWIDE HLDGS INC
1,412,473$325.6T9.12%
4
FERGFERGUSON ENTERPRISES INC
1,328,045$263.7T7.38%
5
CPNGCOUPANG INC
10,584,750$259.9T7.28%
6
MSFTMICROSOFT CORP
588,000$253.0T7.08%
7
SHWSHERWIN WILLIAMS CO
569,082$217.2T6.08%
8
BKNGBOOKING HOLDINGS INC
46,741$196.9T5.51%
9
DUOLDUOLINGO INC
687,121$193.8T5.43%
10
GOOGALPHABET INC
1,122,880$187.7T5.26%
11
TEAMATLASSIAN CORPORATION
1,149,502$182.6T5.11%
12
PYPLPAYPAL HLDGS INC
2,335,023$182.2T5.10%
13
VVISA INC
461,570$126.9T3.55%
14
CARGCARGURUS INC
3,792,087$113.9T3.19%
15
FWONALIBERTY MEDIA CORP DEL
1,201,747$93.1T2.61%
16
RBLXROBLOX CORP
2,063,443$91.3T2.56%
17
AURAURORA INNOVATION INC
9,477,908$56.1T1.57%
18
FWRGFIRST WATCH RESTAURANT GROUP
1,918,379$29.9T0.84%
19
CARTMAPLEBEAR INC
483,901$19.7T0.55%
20
DIBS1STDIBS COM INC
1,736,374$7.7T0.21%