Foxhaven Asset Management, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3052.5T
Holdings
23
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,930,769 | $251.7T | 8.25% | |
| 2 | FERGFERGUSON PLC NEW | 1,398,513 | $220.0T | 7.21% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,455,495 | $211.8T | 6.94% | |
| 4 | VVISA INC | 879,845 | $208.9T | 6.85% | |
| 5 | CPNGCOUPANG INC | 11,368,304 | $197.8T | 6.48% | |
| 6 | INTUINTUIT | 419,186 | $192.1T | 6.29% | |
| 7 | MLB1MERCADOLIBRE INC | 157,966 | $187.1T | 6.13% | |
| 8 | MSFTMICROSOFT CORP | 544,901 | $185.6T | 6.08% | |
| 9 | DUOLDUOLINGO INC | 1,157,209 | $165.4T | 5.42% | |
| 10 | TEAMATLASSIAN CORPORATION | 905,936 | $152.0T | 4.98% | |
| 11 | SHWSHERWIN WILLIAMS CO | 535,133 | $142.1T | 4.65% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,202,546 | $121.4T | 3.98% | |
| 13 | RCI/BROGERS COMMUNICATIONS INC | 2,381,676 | $108.7T | 3.56% | |
| 14 | BKNGBOOKING HOLDINGS INC | 39,785 | $107.4T | 3.52% | |
| 15 | NFLXNETFLIX INC | 242,483 | $106.8T | 3.50% | |
| 16 | WDAYWORKDAY INC | 424,671 | $95.9T | 3.14% | |
| 17 | CARGCARGURUS INC | 4,163,591 | $94.2T | 3.09% | |
| 18 | TOSTTOAST INC | 3,255,265 | $73.5T | 2.41% | |
| 19 | RHRH | 202,539 | $66.8T | 2.19% | |
| 20 | YOUCLEAR SECURE INC | 2,786,795 | $64.6T | 2.12% | |
| 21 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,513,413 | $49.5T | 1.62% | |
| 22 | LM03LIBERTY MEDIA CORP DEL | 1,267,064 | $41.6T | 1.36% | |
| 23 | DIBS1STDIBS COM INC | 2,009,749 | $7.5T | 0.25% |