Q4 2024 · 13F-HR
Foxhaven Asset Management, LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001126
$3.73B
Reported value
20
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $468.0M | 12.5% | 2,132,998 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $371.4M | 9.96% | 218,412 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $288.6M | 7.74% | 1,167,719 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $261.6M | 7.02% | 1,074,934 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $258.7M | 6.94% | 1,490,696 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $251.0M | 6.73% | 11,417,962 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $234.6M | 6.29% | 556,470 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $213.8M | 5.73% | 1,122,880 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $211.9M | 5.68% | 653,441 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $199.3M | 5.34% | 2,335,023 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $174.1M | 4.67% | 3,009,254 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $162.3M | 4.35% | 477,453 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $150.1M | 4.03% | 30,218 | Common | SOLE |
| 92826C839 | V | VISA INC | $127.1M | 3.41% | 402,099 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $80.9M | 2.17% | 1,328,684 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $80.7M | 2.16% | 241,450 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $79.4M | 2.13% | 2,171,853 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $59.7M | 1.60% | 9,477,908 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $35.7M | 0.96% | 1,918,379 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $20.0M | 0.54% | 483,901 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.