Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying



Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
FOUR +522,993+$38,879
AUR +4,375,950+$19,123
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
TSM -1,381,960-$120,092
RH -202,539-$53,543
NFLX -92,082-$34,770
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
CPNG +904,065+$5,429
FWONK +369,580+$24,535
FWRG +321,375+$8,497
GOOG +316,132+$52,454
AMZN +80,046+$60,084
HLT +71,219+$59,413
PYPL +60,965+$9,291
MSFT +55,666+$55,895
SHW +54,772+$55,104
MELI +8,521+$66,361
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
LSXMK -1,453,493-$36,807
LSXMA -1,206,459-$30,505
DUOL -222,686+$9,831
CARG -124,390+$28,692
RCI -73,270+$16,538
YOU -72,699+$2,985
DIBS -60,023+$1,810
FERG -41,774+$31,933
V -27,090+$19,642
Foxhaven Asset Management LP Info
Size ($ in 1000's)
At 12/31/2023: $3,485,299
At 09/30/2023: $3,110,929

Foxhaven Asset Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foxhaven Asset Management LP 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Foxhaven Asset Management LP
As of  12/31/2023, we find all stocks held by Foxhaven Asset Management LP to be as follows, presented in the table below with each row detailing each Foxhaven Asset Management LP position, ordered by largest to smallest position size. The all-stocks-held-by-Foxhaven Asset Management LP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Foxhaven Asset Management LP as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
AMAZON COM INC 2,010,815 +80,046 $305,523
     AMZN2,010,815+80,046$305,523
MERCADOLIBRE INC 182,958 +8,521 $287,526
     MELI182,958+8,521$287,526
HILTON WORLDWIDE HLDGS INC 1,526,714 +71,219 $277,999
     HLT1,526,714+71,219$277,999
FERGUSON PLC NEW 1,356,739 -41,774 $261,946
     FERG1,356,739-41,774$261,946
MICROSOFT CORP 635,567 +55,666 $238,999
     MSFT635,567+55,666$238,999
SHERWIN WILLIAMS CO 723,556 +54,772 $225,677
     SHW723,556+54,772$225,677
VISA INC 852,755 -27,090 $222,015
     V852,755-27,090$222,015
COUPANG INC 12,272,369 +904,065 $198,690
     CPNG12,272,369+904,065$198,690
DUOLINGO INC 766,943 -222,686 $173,981
     DUOL766,943-222,686$173,981
ALPHABET INC 1,186,385 +316,132 $167,197
     GOOG1,186,385+316,132$167,197
INTUIT 261,896 -7,010 $163,693
     INTU261,896-7,010$163,693
ATLASSIAN CORPORATION 682,774 -18,276 $162,405
     TEAM682,774-18,276$162,405
BOOKING HOLDINGS INC 44,892 +5,107 $159,242
     BKNG44,892+5,107$159,242
PAYPAL HLDGS INC 1,941,245 +60,965 $119,212
     PYPL1,941,245+60,965$119,212
LIBERTY MEDIA CORP DEL 1,819,058 +369,580 $114,837
     FWONK1,819,058+369,580$114,837
CARGURUS INC 4,649,200 -124,390 $112,325
     CARG4,649,200-124,390$112,325
ROGERS COMMUNICATIONS INC 2,308,406 -73,270 $108,158
     RCI2,308,406-73,270$108,158
CLEAR SECURE INC 2,714,096 -72,699 $56,046
     YOU2,714,096-72,699$56,046
SHIFT4 PMTS INC 522,993 +522,993 $38,879
     FOUR522,993+522,993$38,879
FIRST WATCH RESTAURANT GROUP 1,046,362 +321,375 $21,032
     FWRG1,046,362+321,375$21,032
AURORA INNOVATION INC 4,375,950 +4,375,950 $19,123
     AUR4,375,950+4,375,950$19,123
LIBERTY MEDIA CORP DEL 394,082 -12,400 $14,735
     LLYVK394,082-12,400$14,735
MAPLEBEAR INC 519,838 UNCH $12,201
     CART519,838UNCH$12,201
LIBERTY MEDIA CORP DEL 308,251 -8,510 $11,267
     LLYVA308,251-8,510$11,267
1STDIBS COM INC 1,949,726 -60,023 $9,125
     DIBS1,949,726-60,023$9,125
LIBERTY MEDIA CORP DEL 60,605 -1,206,459 $1,742
     LSXMA60,605-1,206,459$1,742
LIBERTY MEDIA CORP DEL 59,920 -1,453,493 $1,724
     LSXMK59,920-1,453,493$1,724
NETFLIX INC $0 (exited)
     NFLX0-92,082$0
RH $0 (exited)
     RH0-202,539$0
TAIWAN SEMICONDUCTOR MFG LTD 0 -1,381,960 $0 (exited)
     TSM0-1,381,960$0

See Summary: Foxhaven Asset Management LP Top Holdings
See Details: Top 10 Stocks Held By Foxhaven Asset Management LP

All Stocks Held By Foxhaven Asset Management LP | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.