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
$3.71B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$48.4M
2 +$32.6M
3 +$24M
4
FOUR icon
Shift4
FOUR
+$23.7M
5
MELI icon
Mercado Libre
MELI
+$20.7M

Top Sells

1 +$82.9M
2 +$43.1M
3 +$9.9M
4
AMZN icon
Amazon
AMZN
+$9.13M
5
HLT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-59,920
27
-60,605