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 SE 4 stocks	$1.46 Million 36.54% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT AFRM WIX 3 stocks	$524,367 13.15% of portfolio	1	2	1	-	0 Calls 0 Puts
ETFs \| ETFs ARKK 1 stocks	$345,200 8.66% of portfolio	1	-	1	-	0 Calls 1 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$341,183 8.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL SHOP 2 stocks	$317,206 7.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$305,667 7.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL 2 stocks	$300,372 7.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$241,586 6.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$63,978 1.6% of portfolio	1	-	-	-	0 Calls 0 Puts

Travel Services \| Consumer Cyclical BKNG 1 stocks	$61,125 1.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$28,796 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts

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