Foxhaven Asset Management, Lp Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Foxhaven Asset Management, LpInvestment ActivityFoxhaven Asset Management, Lp has $3.71 billion in total holdings as of March 31, 2024.Foxhaven Asset Management, Lp owns shares of 25 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.38% of the portfolio was purchased this quarter.About 5.15% of the portfolio was sold this quarter.This quarter, Foxhaven Asset Management, Lp has purchased 27 new stocks and bought additional shares in 9 stocks.Foxhaven Asset Management, Lp sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $353,576,006Hilton Worldwide $317,461,381MercadoLibre $297,364,733Ferguson $288,900,105Microsoft $260,661,283 Largest Purchases this Quarter Atlassian 248,082 shares (about $48.40M)Alphabet 214,423 shares (about $32.65M)First Watch Restaurant Group 973,646 shares (about $23.97M)Shift4 Payments 358,462 shares (about $23.68M)MercadoLibre 13,717 shares (about $20.74M) Largest Sales this Quarter Visa 297,216 shares (about $82.95M)Intuit 66,311 shares (about $43.10M)DUOLINGO INC 44,875 shares (about $9.90M)Amazon.com 50,642 shares (about $9.13M)Hilton Worldwide 38,451 shares (about $8.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoxhaven Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$353,576,006$9,134,804 ▼-2.5%1,960,1739.5%Retail/WholesaleHLTHilton Worldwide$317,461,381$8,201,983 ▼-2.5%1,488,2638.6%Consumer DiscretionaryMELIMercadoLibre$297,364,733$20,739,555 ▲7.5%196,6758.0%Retail/WholesaleFERGFerguson$288,900,105$7,452,395 ▼-2.5%1,322,6217.8%Industrial ProductsMSFTMicrosoft$260,661,283$6,734,465 ▼-2.5%619,5607.0%Computer and TechnologySHWSherwin-Williams$244,983,311$6,329,395 ▼-2.5%705,3336.6%ConstructionGOOGAlphabet$213,287,026$32,648,046 ▲18.1%1,400,8085.8%Computer and TechnologyCPNGCoupang$212,826,484$5,498,960 ▼-2.5%11,963,2655.7%Retail/WholesaleTEAMAtlassian$181,619,314$48,403,279 ▲36.3%930,8564.9%Computer and TechnologyBKNGBooking$178,665,834$15,803,045 ▲9.7%49,2484.8%Retail/WholesaleDUOLINGO INC$159,273,759$9,898,527 ▼-5.9%722,0684.3%CL A COMVVisa$155,039,824$82,947,041 ▼-34.9%555,5394.2%Business ServicesPYPLPayPal$127,226,403$2,817,599 ▼-2.2%1,899,1853.4%Computer and TechnologyINTUIntuit$127,130,250$43,102,150 ▼-25.3%195,5853.4%Computer and TechnologyFWONKFormula One Group$116,324,610$3,005,595 ▼-2.5%1,773,2413.1%Consumer DiscretionaryCARGCarGurus$115,749,108$8,445,572 ▲7.9%5,015,1263.1%Auto/Tires/TrucksRCIRogers Communications$108,001,430$13,384,146 ▲14.1%2,634,9432.9%Consumer DiscretionaryFOURShift4 Payments$58,237,732$23,683,584 ▲68.5%881,4551.6%Business ServicesYOUClear Secure$56,273,571$1,455,251 ▼-2.5%2,645,6781.5%Industrial ProductsFWRGFirst Watch Restaurant Group$49,732,597$23,971,165 ▲93.1%2,020,0081.3%Retail/WholesaleAURAurora Innovation$24,819,153$12,478,974 ▲101.1%8,801,1180.7%Business ServicesMAPLEBEAR INC$19,384,7590.0%519,8380.5%COMLIBERTY MEDIA CORP DEL$16,834,592$434,081 ▼-2.5%384,1760.5%COM LBTY LIV S CLIBERTY MEDIA CORP DEL$12,725,540$328,890 ▼-2.5%300,4850.3%COM LBTY LIV S ADIBS1stdibs.Com$11,334,686$285,681 ▼-2.5%1,901,7930.3%Retail/WholesaleLSXMAThe Liberty SiriusXM Group$0$1,741,788 ▼-100.0%00.0%Consumer DiscretionaryLSXMKThe Liberty SiriusXM Group$0$1,724,498 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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