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
$1.83B
AUM Growth
-$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$69.3M
3 +$56.5M
4
CHTR icon
Charter Communications
CHTR
+$31.5M
5
WDAY icon
Workday
WDAY
+$26.1M

Top Sells

1 +$62.2M
2 +$50M
3 +$48.4M
4
COUP
Coupa Software Incorporated
COUP
+$39.2M
5
NFLX icon
Netflix
NFLX
+$36.3M

Sector Composition

1 Technology 43.73%
2 Communication Services 32.35%
3 Consumer Discretionary 16.16%
4 Financials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-155,035
27
-677,127