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
$2.34B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$79.6M
3
+$65.9M
4
CARG icon
CarGurus
CARG
+$55.1M
5
Z icon
Zillow
Z
+$42.9M

Top Sells

1
+$99.7M
2
+$99M
3
+$44.3M
4
TMUS icon
T-Mobile US
TMUS
+$37.6M
5
V icon
Visa
V
+$34.6M

Sector Composition

1 Consumer Discretionary 38.89%
2 Technology 21.8%
3 Communication Services 12.6%
4 Financials 9.12%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-735,021
27
– –
-1,880,040
1
2