Foxhaven Asset Management, LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.1T
Holdings
24
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 214,188 | $286.4B | 13.57% | |
| 2 | TWLOTWILIO INC | 2,640,332 | $259.5B | 12.30% | |
| 3 | METAFACEBOOK INC | 747,866 | $153.5B | 7.28% | |
| 4 | MLB1MERCADOLIBRE INC | 232,257 | $132.8B | 6.30% | |
| 5 | NOWSERVICENOW INC | 392,477 | $110.8B | 5.25% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 980,020 | $108.7B | 5.15% | |
| 7 | TEAMATLASSIAN CORP PLC | 857,972 | $103.2B | 4.89% | |
| 8 | AMZNAMAZON COM INC | 49,427 | $91.3B | 4.33% | |
| 9 | ATVIEURACTIVISION BLIZZARD INC | 1,452,326 | $86.3B | 4.09% | |
| 10 | NFLXNETFLIX INC | 245,681 | $79.5B | 3.77% | |
| 11 | EBEVENTBRITE INC | 3,896,254 | $78.6B | 3.72% | |
| 12 | SMARGBPSMARTSHEET INC | 1,606,580 | $72.2B | 3.42% | |
| 13 | CHTRCHARTER COMMUNICATIONS INC N | 144,175 | $69.9B | 3.31% | |
| 14 | —GCI LIBERTY INC | 932,531 | $66.1B | 3.13% | |
| 15 | COUPEURCOUPA SOFTWARE INC | 411,941 | $60.2B | 2.86% | |
| 16 | PEGAPEGASYSTEMS INC | 738,871 | $58.9B | 2.79% | |
| 17 | STNESTONECO LTD | 1,302,287 | $51.9B | 2.46% | |
| 18 | LBTYBLIBERTY GLOBAL PLC | 2,295,501 | $50.0B | 2.37% | |
| 19 | LM03LIBERTY MEDIA CORP DELAWARE | 952,565 | $46.0B | 2.18% | |
| 20 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 933,018 | $44.9B | 2.13% | |
| 21 | SHOPSHOPIFY INC | 86,754 | $34.5B | 1.63% | |
| 22 | —INSTRUCTURE INC | 677,127 | $32.6B | 1.55% | |
| 23 | SESEA LTD | 675,104 | $27.2B | 1.29% | |
| 24 | UBERUBER TECHNOLOGIES INC | 155,035 | $4.6B | 0.22% |