Institutions / Foxhaven Asset Management, LP
Foxhaven Asset Management, LP
CIK 1590531 · Institution · as of Dec 31, 2025
Portfolio value
$4.06B
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $588.68M | 14.5% |
| MercadoLibre, Inc. | $563.87M | 13.9% |
| Coupang, Inc. | $405.76M | 10.0% |
| Hilton Worldwide Holdings Inc. | $333.95M | 8.2% |
| Ferguson Enterprises Inc. /DE | $333.51M | 8.2% |
| Microsoft Corp | $288.56M | 7.1% |
| Alphabet Inc. | $263.65M | 6.5% |
| DoorDash, Inc. | $227.38M | 5.6% |
| ROBLOX Corp | $205.99M | 5.1% |
| Visa Inc | $192.66M | 4.7% |
| Affirm Holdings Inc Class a | $141.93M | 3.5% |
| Sea Ltd | $127.11M | 3.1% |
| Netflix Inc | $126.85M | 3.1% |
| Nu Hldgs Ltd | $114.12M | 2.8% |
| Duolingo, Inc. | $100.36M | 2.5% |
| Aurora Innovation, Inc. | $44.98M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.