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 DIBS 4 stocks	$1.03 Million 32.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG CARG 2 stocks	$393,115 12.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$324,738 10.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$276,912 8.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL 2 stocks	$272,621 8.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$270,724 8.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$210,492 6.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$195,095 6.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL 1 stocks	$161,564 5.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical FWRG 1 stocks	$35,471 1.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$24,379 0.76% of portfolio	-	-	-	-	0 Calls 0 Puts

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