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 MELI AMZN CPNG DIBS 4 stocks	$1.04 Million 34.45% of portfolio	-	4	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$325,575 10.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$309,109 10.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG CARG 2 stocks	$301,599 10.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$252,975 8.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$217,087 7.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$196,878 6.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL 1 stocks	$193,781 6.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$91,327 3.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$56,109 1.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical FWRG 1 stocks	$29,926 0.99% of portfolio	-	1	-	-	0 Calls 0 Puts

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