Foxhaven Asset Management, LP Portfolio Holdings by Sector

Foxhaven Asset Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN MELI CPNG 3 stocks	$1.09 Million 34.2% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$326,373 10.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT AFRM 2 stocks	$315,468 9.89% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG CARG 2 stocks	$293,200 9.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL CRM 2 stocks	$292,588 9.18% of portfolio	1	1	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$288,613 9.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$174,115 5.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$162,300 5.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$150,135 4.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$59,710 1.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical FWRG 1 stocks	$35,701 1.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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