Foxhaven Asset Management, LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$3.5T
Holdings
22
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 1,050,597 | $353.4B | 10.23% | Call |
| 2 | AMZNAMAZON COM INC | 97,849 | $326.3B | 9.44% | |
| 3 | VVISA INC | 1,418,575 | $307.4B | 8.90% | |
| 4 | CPNGCOUPANG INC | 9,625,103 | $282.8B | 8.18% | |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 1,601,204 | $249.8B | 7.23% | |
| 6 | TEAMATLASSIAN CORP PLC | 642,593 | $245.0B | 7.09% | |
| 7 | INTUINTUIT | 380,004 | $244.4B | 7.07% | |
| 8 | MLB1MERCADOLIBRE INC | 174,655 | $235.5B | 6.81% | |
| 9 | TWLOTWILIO INC | 888,678 | $234.0B | 6.77% | |
| 10 | SMARGBPSMARTSHEET INC | 2,434,594 | $188.6B | 5.46% | |
| 11 | PEGAPEGASYSTEMS INC | 1,427,203 | $159.6B | 4.62% | |
| 12 | WDAYWORKDAY INC | 528,649 | $144.4B | 4.18% | |
| 13 | LBRDKLIBERTY BROADBAND CORP | 716,595 | $115.4B | 3.34% | |
| 14 | SHOPSHOPIFY INC | 71,639 | $98.7B | 2.86% | |
| 15 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,405,975 | $71.5B | 2.07% | |
| 16 | DUOLDUOLINGO INC | 657,091 | $69.7B | 2.02% | |
| 17 | LM03LIBERTY MEDIA CORP DEL | 993,602 | $50.5B | 1.46% | |
| 18 | DIBS1STDIBS COM INC | 1,830,402 | $22.9B | 0.66% | |
| 19 | AFRMAFFIRM HLDGS INC | 200,000 | $20.1B | 0.58% | |
| 20 | CWANCLEARWATER ANALYTICS HLDGS I | 650,000 | $14.9B | 0.43% | |
| 21 | —MELI KASZEK PIONEER CORP | 1,000,000 | $11.6B | 0.33% | |
| 22 | YOUCLEAR SECURE INC | 300,000 | $9.4B | 0.27% |