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 38.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT AFRM 2 stocks	$314,637 10.97% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$282,753 9.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$275,540 9.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$230,434 8.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$174,944 6.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL 1 stocks	$154,565 5.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$131,720 4.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$122,061 4.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$59,810 2.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical FWRG 1 stocks	$30,795 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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