Foxhaven Asset Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.3T
Holdings
25
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HLTHILTON WORLDWIDE HLDGS INC | 1,887,650 | $238.5B | 10.17% | |
| 2 | VVISA INC | 977,564 | $203.1B | 8.66% | |
| 3 | MLB1MERCADOLIBRE INC | 219,037 | $185.4B | 7.90% | |
| 4 | AMZNAMAZON COM INC | 2,151,950 | $180.8B | 7.71% | |
| 5 | CPNGCOUPANG INC | 11,368,304 | $167.2B | 7.13% | |
| 6 | FERGFERGUSON PLC NEW | 1,305,430 | $165.8B | 7.07% | |
| 7 | INTUINTUIT | 418,291 | $162.8B | 6.94% | |
| 8 | TMUST-MOBILE US INC | 983,012 | $137.6B | 5.87% | |
| 9 | SHWSHERWIN WILLIAMS CO | 498,505 | $118.3B | 5.04% | |
| 10 | DUOLDUOLINGO INC | 1,251,006 | $89.0B | 3.79% | |
| 11 | TEAMATLASSIAN CORPORATION | 637,229 | $82.0B | 3.50% | |
| 12 | ATVIEURACTIVISION BLIZZARD INC | 1,040,302 | $79.6B | 3.40% | |
| 13 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,989,880 | $77.9B | 3.32% | |
| 14 | RHRH | 248,399 | $66.4B | 2.83% | |
| 15 | RCI/BROGERS COMMUNICATIONS INC | 1,406,576 | $65.9B | 2.81% | |
| 16 | ZZILLOW GROUP INC | 2,031,729 | $65.4B | 2.79% | |
| 17 | CARGCARGURUS INC | 4,391,889 | $61.5B | 2.62% | |
| 18 | YOUCLEAR SECURE INC | 1,901,563 | $52.2B | 2.22% | |
| 19 | LM03LIBERTY MEDIA CORP DEL | 1,267,064 | $49.8B | 2.12% | |
| 20 | TOSTTOAST INC | 2,359,258 | $42.5B | 1.81% | |
| 21 | RBLXROBLOX CORP | 911,890 | $26.0B | 1.11% | |
| 22 | —MELI KASZEK PIONEER CORP | 1,045,743 | $10.4B | 0.44% | |
| 23 | DIBS1STDIBS COM INC | 2,009,749 | $10.2B | 0.44% | |
| 24 | METAMETA PLATFORMS INC | 42,500 | $5.1B | 0.22% | Call |
| 25 | AFRMAFFIRM HLDGS INC | 200,000 | $1.9B | 0.08% |