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 SE 4 stocks	$1.51 Million 41.53% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT AFRM 2 stocks	$492,537 13.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL SHOP 2 stocks	$330,771 9.07% of portfolio	1	1	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$322,511 8.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$315,734 8.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL 2 stocks	$271,048 7.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$261,644 7.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$91,817 2.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$46,568 1.28% of portfolio	-	-	-	-	0 Calls 0 Puts

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