Foxhaven Asset Management, LP Buys Hilton Worldwide Holdings Inc, Pegasystems Inc, Liberty SiriusXM Group, Sells Liberty Broadband Corp, Smartsheet Inc, Discovery Inc

• New Purchases: DUOL, CWAN, MEKA,
• Added Positions: HLT, PEGA, CPNG, LSXMK, STNE, LSXMA,
• Reduced Positions: FB, LBRDK, SMAR, TEAM, INTU,
• Sold Out: DISCA,

For the details of Foxhaven Asset Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/foxhaven+asset+management%2C+lp/current-portfolio/portfolio

1. Meta Platforms Inc (FB) - 1,285,775 shares, 12.58% of the total portfolio. Shares reduced by 12.27%
2. Atlassian Corporation PLC (TEAM) - 891,828 shares, 10.06% of the total portfolio. Shares reduced by 15.13%
3. MercadoLibre Inc (MELI) - 166,457 shares, 8.06% of the total portfolio. Shares reduced by 0.58%
4. Amazon.com Inc (AMZN) - 84,752 shares, 8.02% of the total portfolio. Shares reduced by 0.57%
5. Twilio Inc (TWLO) - 853,837 shares, 7.85% of the total portfolio. Shares reduced by 0.58%

Foxhaven Asset Management, LP initiated holding in Duolingo Inc. The purchase prices were between $120 and $202.69, with an estimated average price of $152.01. The stock is now traded at around $140.000000. The impact to a portfolio due to this purchase was 0.48%. The holding were 100,000 shares as of 2021-09-30.

Foxhaven Asset Management, LP initiated holding in Clearwater Analytics Holdings Inc. The purchase prices were between $25.21 and $26.2, with an estimated average price of $25.66. The stock is now traded at around $22.600000. The impact to a portfolio due to this purchase was 0.48%. The holding were 650,000 shares as of 2021-09-30.

Foxhaven Asset Management, LP initiated holding in MELI Kaszek Pioneer Corp. The purchase prices were between $11.05 and $11.15, with an estimated average price of $11.1. The stock is now traded at around $13.300000. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,000,000 shares as of 2021-09-30.

Foxhaven Asset Management, LP added to a holding in Hilton Worldwide Holdings Inc by 30.25%. The purchase prices were between $117.01 and $138.8, with an estimated average price of $126.37. The stock is now traded at around $142.620000. The impact to a portfolio due to this purchase was 1.09%. The holding were 1,233,258 shares as of 2021-09-30.

Foxhaven Asset Management, LP added to a holding in Pegasystems Inc by 20.39%. The purchase prices were between $126.48 and $142.39, with an estimated average price of $133.32. The stock is now traded at around $118.950000. The impact to a portfolio due to this purchase was 0.84%. The holding were 1,347,696 shares as of 2021-09-30.

Foxhaven Asset Management, LP added to a holding in Liberty SiriusXM Group by 63.78%. The purchase prices were between $43.95 and $50.1, with an estimated average price of $47.39. The stock is now traded at around $55.830000. The impact to a portfolio due to this purchase was 0.75%. The holding were 1,405,975 shares as of 2021-09-30.

Foxhaven Asset Management, LP added to a holding in StoneCo Ltd by 60.84%. The purchase prices were between $34.68 and $69.91, with an estimated average price of $52.07. The stock is now traded at around $31.490000. The impact to a portfolio due to this purchase was 0.65%. The holding were 1,706,771 shares as of 2021-09-30.

Foxhaven Asset Management, LP added to a holding in Liberty SiriusXM Group by 31.87%. The purchase prices were between $44.48 and $50.16, with an estimated average price of $47.58. The stock is now traded at around $56.100000. The impact to a portfolio due to this purchase was 0.33%. The holding were 993,602 shares as of 2021-09-30.

Foxhaven Asset Management, LP sold out a holding in Discovery Inc. The sale prices were between $25.15 and $31.2, with an estimated average price of $28.16.