Foxhaven Asset Management, LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.0T
Holdings
24
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 2,493,598 | $322.1B | 16.23% | |
| 2 | GOOGALPHABET INC | 234,639 | $275.3B | 13.87% | |
| 3 | MLB1MERCADOLIBRE INC | 305,926 | $155.3B | 7.83% | |
| 4 | LBTYBLIBERTY GLOBAL PLC | 5,543,947 | $134.2B | 6.76% | |
| 5 | NOWSERVICENOW INC | 480,079 | $118.3B | 5.96% | |
| 6 | AMZNAMAZON COM INC | 60,868 | $108.4B | 5.46% | |
| 7 | TEAMATLASSIAN CORP PLC | 961,044 | $108.0B | 5.44% | |
| 8 | —INSTRUCTURE INC | 2,130,928 | $100.4B | 5.06% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 1,098,358 | $91.3B | 4.60% | |
| 10 | SHOPSHOPIFY INC | 285,036 | $58.9B | 2.97% | |
| 11 | STNESTONECO LTD | 1,321,058 | $54.3B | 2.74% | |
| 12 | —GCI LIBERTY INC | 954,062 | $53.1B | 2.67% | |
| 13 | CHTRCHARTER COMMUNICATIONS INC N | 147,057 | $51.0B | 2.57% | |
| 14 | TSLATESLA INC | 177,500 | $49.7B | 2.50% | Put |
| 15 | NDQINVESCO QQQ TR | 275,000 | $49.4B | 2.49% | Put |
| 16 | ATVIEURACTIVISION BLIZZARD INC | 1,027,451 | $46.8B | 2.36% | |
| 17 | COUPEURCOUPA SOFTWARE INC | 514,110 | $46.8B | 2.36% | |
| 18 | TLVGRUPO TELEVISA SA | 3,533,406 | $39.1B | 1.97% | |
| 19 | LM03LIBERTY MEDIA CORP DELAWARE | 974,048 | $37.2B | 1.87% | |
| 20 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 954,206 | $36.5B | 1.84% | |
| 21 | NFLXNETFLIX INC | 59,075 | $21.1B | 1.06% | |
| 22 | CRMSALESFORCE COM INC | 83,000 | $13.1B | 0.66% | Put |
| 23 | EBEVENTBRITE INC | 575,000 | $11.0B | 0.56% | |
| 24 | FTCHQFARFETCH LTD | 130,315 | $3.5B | 0.18% |