Foxhaven Asset Management’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Foxhaven Asset Management’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-450,452	Closed	-$21.8M	–	23
2015 Q4	$21.8M	Buy	450,452 +62,418	+16%	+$3.26M	2.35%	18
2015 Q3	$18.9M	Buy	388,034 +33,251	+9%	+$1.94M	2.29%	16
2015 Q2	$24.2M	Buy	354,783 +161,859	+84%	+$13.1M	2.74%	16
2015 Q1	$17.5M	Buy	192,924 +60,425	+46%	+$4.86M	2.11%	18
2014 Q4	$9.63M	Buy	132,499 +88,291	+200%	+$6.23M	1.83%	16
2014 Q3	$3.03M	Buy	+44,208	New	+$3.27M	0.67%	24

Other funds holding GRUB

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Luxor Capital Group New York $633M AUM 30.88% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return