Foxhaven Asset Management, Lp Top Holdings and 13F Report (2024) About Foxhaven Asset Management, LpInvestment ActivityFoxhaven Asset Management, Lp has $3.57 billion in total holdings as of September 30, 2024.Foxhaven Asset Management, Lp owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 10.38% of the portfolio was purchased this quarter.About 19.22% of the portfolio was sold this quarter.This quarter, Foxhaven Asset Management, Lp has purchased 19 new stocks and bought additional shares in 2 stocks.Foxhaven Asset Management, Lp sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings MercadoLibre $400,620,566Amazon.com $369,775,239Hilton Worldwide $325,575,027FERGUSON ENTERPRISES INC $263,709,896Coupang $259,855,613 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $263,709,896 HoldingRoblox $91,327,987 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 1,328,045 shares (about $263.71M)Roblox 2,063,443 shares (about $91.33M)PayPal 149,788 shares (about $11.69M)Aurora Innovation 676,790 shares (about $4.01M) Largest Sales this Quarter MercadoLibre 30,033 shares (about $61.63M)Sherwin-Williams 136,251 shares (about $52.00M)Alphabet 304,007 shares (about $50.83M)Formula One Group 571,494 shares (about $44.25M)CarGurus 1,223,039 shares (about $36.73M) 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 PortfolioSectorMELIMercadoLibre$400,620,566$61,626,515 ▼-13.3%195,23811.2%Retail/WholesaleAMZNAmazon.com$369,775,239$11,873,693 ▼-3.1%1,984,51810.4%Retail/WholesaleHLTHilton Worldwide$325,575,027$17,469,595 ▼-5.1%1,412,4739.1%Consumer DiscretionaryFERGUSON ENTERPRISES INC$263,709,896$263,709,896 ▲New Holding1,328,0457.4%COMMON STOCK NEWCPNGCoupang$259,855,613$33,842,543 ▼-11.5%10,584,7507.3%Retail/WholesaleMSFTMicrosoft$253,016,400$13,580,268 ▼-5.1%588,0007.1%Computer and TechnologySHWSherwin-Williams$217,201,527$52,002,919 ▼-19.3%569,0826.1%Basic MaterialsBKNGBooking$196,878,701$10,559,785 ▼-5.1%46,7415.5%Retail/WholesaleDUOLINGO INC$193,781,864$24,574,095 ▼-11.3%687,1215.4%CL A COMGOOGAlphabet$187,734,307$50,826,930 ▼-21.3%1,122,8805.3%Computer and TechnologyTEAMAtlassian$182,552,413$28,851,013 ▼-13.6%1,149,5025.1%Computer and TechnologyPYPLPayPal$182,201,845$11,687,958 ▲6.9%2,335,0235.1%Computer and TechnologyVVisa$126,908,672$25,836,777 ▼-16.9%461,5703.6%Business ServicesCARGCarGurus$113,876,373$36,727,861 ▼-24.4%3,792,0873.2%Auto/Tires/TrucksFWONKFormula One Group$93,051,270$44,250,780 ▼-32.2%1,201,7472.6%Consumer DiscretionaryRBLXRoblox$91,327,987$91,327,987 ▲New Holding2,063,4432.6%Consumer DiscretionaryAURAurora Innovation$56,109,215$4,006,597 ▲7.7%9,477,9081.6%Business ServicesFWRGFirst Watch Restaurant Group$29,926,712$1,585,412 ▼-5.0%1,918,3790.8%Retail/WholesaleMAPLEBEAR INC$19,714,127$1,464,073 ▼-6.9%483,9010.6%COMDIBS1stdibs.Com$7,657,409$729,498 ▼-8.7%1,736,3740.2%Retail/WholesaleFERGFerguson$0$270,724,056 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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