Foxhaven Asset Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$3.7T
Holdings
20
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,132,998 | $468.0B | 12.55% | |
| 2 | MLB1MERCADOLIBRE INC | 218,412 | $371.4B | 9.96% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,167,719 | $288.6B | 7.74% | |
| 4 | TEAMATLASSIAN CORPORATION | 1,074,934 | $261.6B | 7.02% | |
| 5 | FERGFERGUSON ENTERPRISES INC | 1,490,696 | $258.7B | 6.94% | |
| 6 | CPNGCOUPANG INC | 11,417,962 | $251.0B | 6.73% | |
| 7 | MSFTMICROSOFT CORP | 556,470 | $234.6B | 6.29% | |
| 8 | GOOGALPHABET INC | 1,122,880 | $213.8B | 5.73% | |
| 9 | DUOLDUOLINGO INC | 653,441 | $211.9B | 5.68% | |
| 10 | PYPLPAYPAL HLDGS INC | 2,335,023 | $199.3B | 5.34% | |
| 11 | RBLXROBLOX CORP | 3,009,254 | $174.1B | 4.67% | |
| 12 | SHWSHERWIN WILLIAMS CO | 477,453 | $162.3B | 4.35% | |
| 13 | BKNGBOOKING HOLDINGS INC | 30,218 | $150.1B | 4.03% | |
| 14 | VVISA INC | 402,099 | $127.1B | 3.41% | |
| 15 | AFRMAFFIRM HLDGS INC | 1,328,684 | $80.9B | 2.17% | |
| 16 | CRMSALESFORCE INC | 241,450 | $80.7B | 2.16% | |
| 17 | CARGCARGURUS INC | 2,171,853 | $79.4B | 2.13% | |
| 18 | AURAURORA INNOVATION INC | 9,477,908 | $59.7B | 1.60% | |
| 19 | FWRGFIRST WATCH RESTAURANT GROUP | 1,918,379 | $35.7B | 0.96% | |
| 20 | CARTMAPLEBEAR INC | 483,901 | $20.0B | 0.54% |