Foxhaven Asset Management, LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$3.0T
Holdings
22
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 2,434,015 | $534.1B | 17.94% | |
| 2 | AMZNAMAZON COM INC | 94,581 | $260.9B | 8.77% | |
| 3 | METAFACEBOOK INC | 1,140,926 | $259.1B | 8.70% | |
| 4 | SMARGBPSMARTSHEET INC | 3,743,644 | $190.6B | 6.40% | |
| 5 | TEAMATLASSIAN CORP PLC | 910,224 | $164.1B | 5.51% | |
| 6 | GOOGALPHABET INC | 114,962 | $162.5B | 5.46% | |
| 7 | NOWSERVICENOW INC | 367,392 | $148.8B | 5.00% | |
| 8 | VVISA INC | 751,097 | $145.1B | 4.87% | |
| 9 | ATVIEURACTIVISION BLIZZARD INC | 1,572,207 | $119.3B | 4.01% | |
| 10 | VRMUSDVROOM INC | 2,221,758 | $115.8B | 3.89% | |
| 11 | WDAYWORKDAY INC | 585,022 | $109.6B | 3.68% | |
| 12 | MLB1MERCADOLIBRE INC | 109,783 | $108.2B | 3.64% | |
| 13 | —GCI LIBERTY INC | 1,485,308 | $105.6B | 3.55% | |
| 14 | PEGAPEGASYSTEMS INC | 1,042,083 | $105.4B | 3.54% | |
| 15 | CHTRCHARTER COMMUNICATIONS INC N | 196,144 | $100.0B | 3.36% | |
| 16 | HLTHILTON WORLDWIDE HLDGS INC | 1,261,880 | $92.7B | 3.11% | |
| 17 | NFLXNETFLIX INC | 188,671 | $85.9B | 2.88% | |
| 18 | STNESTONECO LTD | 1,894,655 | $73.4B | 2.47% | |
| 19 | TMUST-MOBILE US INC | 300,000 | $31.2B | 1.05% | |
| 20 | LM03LIBERTY MEDIA CORP DEL | 753,496 | $26.0B | 0.87% | |
| 21 | LBRDKLIBERTY BROADBAND CORP | 171,213 | $21.2B | 0.71% | |
| 22 | LSXMKUSDLIBERTY MEDIA CORP DEL | 493,420 | $17.0B | 0.57% |