FAM
Foxhaven Asset Management Portfolio holdings
AUM
$4.14B
This Quarter Return
+3.22%
1 Year Return
+49.96%
3 Year Return
+179.68%
5 Year Return
+178.04%
10 Year Return
+1,139.91%
AUM
$1.38B
AUM Growth
+$1.38B
(-3.5%)
Cap. Flow
-$68.7M
Cap. Flow
% of AUM
-4.99%
Top 10 Holdings %
Top 10 Hldgs %
72.92%
Holding
27
New
4
Increased
8
Reduced
4
Closed
5
Top Buys
| 1 |
Booking.com
BKNG
|
$34.5M |
| 2 |
Mercado Libre
MELI
|
$22.1M |
| 3 |
Liberty Broadband Class A
LBRDA
|
$16.1M |
| 4 |
Atlassian
TEAM
|
$15.5M |
| 5 |
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
|
$8.53M |
Top Sells
| 1 |
T-Mobile US
TMUS
|
$37.1M |
| 2 |
IAC Inc
IAC
|
$34.1M |
| 3 |
Charter Communications
CHTR
|
$29.4M |
| 4 |
WUBA
58.COM INC
WUBA
|
$18.4M |
| 5 |
Expedia Group
EXPE
|
$18M |
Sector Composition
| 1 | Communication Services | 55.85% |
| 2 | Consumer Discretionary | 33.14% |
| 3 | Technology | 6.37% |
| 4 | Real Estate | 4.63% |