FAM
Foxhaven Asset Management Portfolio holdings
AUM
$4.14B
This Quarter Return
+0.54%
1 Year Return
+49.96%
3 Year Return
+179.68%
5 Year Return
+178.04%
10 Year Return
+1,139.91%
AUM
$3.46B
AUM Growth
+$3.46B
(-5.3%)
Cap. Flow
-$66M
Cap. Flow
% of AUM
-1.91%
Top 10 Holdings %
Top 10 Hldgs %
76.06%
Holding
26
New
3
Increased
6
Reduced
12
Closed
1
Top Buys
| 1 |
Hilton Worldwide
HLT
|
$37.8M |
| 2 |
Pegasystems
PEGA
|
$29M |
| 3 |
Coupang
CPNG
|
$28.8M |
| 4 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$26M |
| 5 |
StoneCo
STNE
|
$22.4M |
Top Sells
| 1 |
Atlassian
TEAM
|
$62.2M |
| 2 |
Meta Platforms (Facebook)
META
|
$61M |
| 3 |
Liberty Broadband Class C
LBRDK
|
$53.6M |
| 4 |
SMAR
Smartsheet Inc.
SMAR
|
$39.4M |
| 5 |
Intuit
INTU
|
$36M |
Sector Composition
| 1 | Technology | 46.74% |
| 2 | Consumer Discretionary | 28.92% |
| 3 | Communication Services | 15.82% |
| 4 | Financials | 5.23% |