Foxhaven Asset Management, LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.4T
Holdings
21
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 240,513 | $251.7B | 17.47% | |
| 2 | LBTYBLIBERTY GLOBAL PLC | 4,999,841 | $169.2B | 11.74% | |
| 3 | AMZNAMAZON COM INC | 102,086 | $119.4B | 8.29% | |
| 4 | BKNGPRICELINE GRP INC | 63,373 | $110.1B | 7.64% | |
| 5 | TEAMATLASSIAN CORP PLC | 1,827,853 | $83.2B | 5.77% | |
| 6 | —LIBERTY INTERACTIVE CORP | 1,430,262 | $77.6B | 5.38% | |
| 7 | TLVGRUPO TELEVISA SA | 4,131,082 | $77.1B | 5.35% | |
| 8 | MLB1MERCADOLIBRE INC | 221,046 | $69.6B | 4.83% | |
| 9 | SBACSBA COMMUNICATIONS CORP NEW | 421,533 | $68.9B | 4.78% | |
| 10 | METAFACEBOOK INC | 361,378 | $63.8B | 4.43% | |
| 11 | —LIBERTY EXPEDIA HOLDINGS | 1,433,294 | $63.5B | 4.41% | |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 692,017 | $55.3B | 3.84% | |
| 13 | NOWSERVICENOW INC | 389,904 | $50.8B | 3.53% | |
| 14 | CARGCARGURUS INC | 1,357,204 | $40.7B | 2.82% | |
| 15 | SHOPSHOPIFY INC | 385,114 | $38.9B | 2.70% | |
| 16 | TWLOTWILIO INC | 1,100,651 | $26.0B | 1.80% | |
| 17 | LBRDALIBERTY BROADBAND CORP | 275,274 | $23.4B | 1.62% | |
| 18 | LBRDKLIBERTY BROADBAND CORP | 254,592 | $21.7B | 1.50% | |
| 19 | WKWORKIVA INC | 733,343 | $15.7B | 1.09% | |
| 20 | ROKUROKU INC | 203,917 | $10.6B | 0.73% | |
| 21 | RDFNREDFIN CORP | 125,000 | $3.9B | 0.27% |