FAM
Foxhaven Asset Management Portfolio holdings
AUM
$4.14B
This Quarter Return
+6.53%
1 Year Return
+49.96%
3 Year Return
+179.68%
5 Year Return
+178.04%
10 Year Return
+1,139.91%
AUM
$3.71B
AUM Growth
+$3.71B
(+6.4%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
68.76%
Holding
27
New
–
Increased
9
Reduced
15
Closed
2
Top Buys
| 1 |
Atlassian
TEAM
|
$48.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$32.6M |
| 3 |
First Watch Restaurant Group
FWRG
|
$24M |
| 4 |
Shift4
FOUR
|
$23.7M |
| 5 |
Mercado Libre
MELI
|
$20.7M |
Top Sells
| 1 |
Visa
V
|
$82.9M |
| 2 |
Intuit
INTU
|
$43.1M |
| 3 |
Duolingo
DUOL
|
$9.9M |
| 4 |
Amazon
AMZN
|
$9.13M |
| 5 |
Hilton Worldwide
HLT
|
$8.2M |
Sector Composition
| 1 | Consumer Discretionary | 41.97% |
| 2 | Technology | 23.41% |
| 3 | Communication Services | 12.6% |
| 4 | Industrials | 7.79% |
| 5 | Financials | 7.61% |