Foxhaven Asset Management, LP Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$1.3T
Holdings
21
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 526,042 | $151.5B | 11.43% | |
| 2 | GOOGALPHABET INC | 174,500 | $134.7B | 10.16% | |
| 3 | BKNGPRICELINE GRP INC | 87,723 | $128.6B | 9.70% | |
| 4 | CMCSACOMCAST CORP NEW | 1,572,195 | $108.6B | 8.19% | |
| 5 | LBTYBLIBERTY GLOBAL PLC | 3,530,227 | $104.8B | 7.91% | |
| 6 | AMZNAMAZON COM INC | 132,450 | $99.3B | 7.49% | |
| 7 | EXPEEXPEDIA INC DEL | 839,937 | $95.1B | 7.18% | |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | 2,801,549 | $76.2B | 5.75% | |
| 9 | TWXCHFTIME WARNER INC | 613,222 | $59.2B | 4.47% | |
| 10 | TMUST MOBILE US INC | 1,029,262 | $59.2B | 4.47% | |
| 11 | METAFACEBOOK INC | 512,559 | $59.0B | 4.45% | |
| 12 | SBACSBA COMMUNICATIONS CORP | 498,433 | $51.5B | 3.88% | |
| 13 | IACIEURIAC INTERACTIVECORP | 643,474 | $41.7B | 3.15% | |
| 14 | EBAEBAY INC | 1,369,318 | $40.7B | 3.07% | |
| 15 | TLVGRUPO TELEVISA SA | 1,767,730 | $36.9B | 2.79% | |
| 16 | TEAMATLASSIAN CORP PLC | 814,347 | $19.6B | 1.48% | |
| 17 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 832,662 | $18.5B | 1.39% | |
| 18 | —TRIVAGO N V | 1,168,800 | $13.7B | 1.04% | |
| 19 | HLTHILTON WORLDWIDE HLDGS INC | 225,000 | $12.5B | 0.94% | |
| 20 | WUBAUSD58 COM INC | 416,469 | $11.7B | 0.88% | |
| 21 | —PENNEY J C INC | 312,200 | $2.6B | 0.20% | Put |