FAM

Foxhaven Asset Management Portfolio holdings

AUM $4B
1-Year Est. Return 41.14%
This Quarter Est. Return
1 Year Est. Return
+41.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$45.9M
3
+$20.4M
4
GHC icon
Graham Holdings Company
GHC
+$19.6M
5
XOOM
XOOM CORP COM
XOOM
+$19.3M

Top Sells

1
+$80.1M
2
+$42.9M
3
+$27.5M
4
AAPL icon
Apple
AAPL
+$19M
5
BIDU icon
Baidu
BIDU
+$17.5M

Sector Composition

1 Communication Services 48.9%
2 Consumer Discretionary 25.22%
3 Technology 6.65%
4 Real Estate 5.26%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-610,228
28
– –
-2,857,270
29
– –
0
30
– –
-810,898
1
2