Foxhaven Asset Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2767.0T
Holdings
25
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 193,005 | $254.4T | 9.19% | |
| 2 | AMZNAMAZON COM INC | 2,151,950 | $222.3T | 8.03% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,455,495 | $205.0T | 7.41% | |
| 4 | VVISA INC | 879,845 | $198.4T | 7.17% | |
| 5 | CPNGCOUPANG INC | 11,368,304 | $181.9T | 6.57% | |
| 6 | FERGFERGUSON PLC NEW | 1,353,998 | $181.1T | 6.54% | |
| 7 | INTUINTUIT | 377,508 | $168.3T | 6.08% | |
| 8 | DUOLDUOLINGO INC | 1,118,558 | $159.5T | 5.76% | |
| 9 | TEAMATLASSIAN CORPORATION | 741,533 | $126.9T | 4.59% | |
| 10 | SHWSHERWIN WILLIAMS CO | 535,133 | $120.3T | 4.35% | |
| 11 | BKNGBOOKING HOLDINGS INC | 39,785 | $105.5T | 3.81% | |
| 12 | NFLXNETFLIX INC | 292,678 | $101.1T | 3.65% | |
| 13 | MSFTMICROSOFT CORP | 350,327 | $101.0T | 3.65% | |
| 14 | RCI/BROGERS COMMUNICATIONS INC | 2,067,220 | $95.7T | 3.46% | |
| 15 | CARGCARGURUS INC | 4,789,873 | $89.5T | 3.23% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 912,146 | $84.8T | 3.07% | |
| 17 | YOUCLEAR SECURE INC | 2,786,795 | $72.9T | 2.64% | |
| 18 | RHRH | 276,316 | $67.3T | 2.43% | |
| 19 | TOSTTOAST INC | 3,756,265 | $66.7T | 2.41% | |
| 20 | WDAYWORKDAY INC | 317,203 | $65.5T | 2.37% | |
| 21 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,513,413 | $42.4T | 1.53% | |
| 22 | LM03LIBERTY MEDIA CORP DEL | 1,267,064 | $35.6T | 1.29% | |
| 23 | —MELI KASZEK PIONEER CORP | 1,045,743 | $10.7T | 0.39% | |
| 24 | DIBS1STDIBS COM INC | 2,009,749 | $8.0T | 0.29% | |
| 25 | AFRMAFFIRM HLDGS INC | 200,000 | $2.3T | 0.08% |