Foxhaven Asset Management, LP
- SEC CIK
- 0001590531
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 22
- +3 vs. Q2 2022
- Portfolio value
- $2.21B
- −$31.0K (0.0%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 672,704 | $260.6M | 11.8% | −3,346−0.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,073,065 | $234.3M | 10.6% | −352,455−14.5% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,887,650 | $227.7M | 10.3% | +152,024+8.8% | Added | History |
| VVisa Inc. | Stock | 1,144,303 | $203.3M | 9.2% | −336,292−22.7% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 11,368,304 | $189.5M | 8.6% | +13,622+0.1% | Added | History |
| MELIMercadolibre Inc | COM | 219,037 | $181.3M | 8.2% | +19,739+9.9% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 1,251,844 | $168.0M | 7.6% | +3,511+0.3% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 1,118,529 | $106.5M | 4.8% | −668−0.1% | Reduced | History |
| TEAMAtlassian Corp | CL A | 490,395 | $103.3M | 4.7% | −173,450−26.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 735,021 | $99.7M | 4.5% | −208,516−22.1% | Reduced | History |
| SHWSherwin Williams Co | COM | 435,638 | $89.2M | 4.0% | +43,142+11.0% | Added | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 1,989,880 | $75.0M | 3.4% | +217,853+12.3% | Added | – |
| RHRH | COM | 248,399 | $61.1M | 2.8% | +7,569+3.1% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 1,267,064 | $48.2M | 2.2% | +188,137+17.4% | Added | – |
| NFLXNetflix Inc | Stock | 188,004 | $44.3M | 2.0% | +188,004 | New | History |
| YOUClear Secure, Inc. | COM CL A | 1,638,805 | $37.5M | 1.7% | +1,638,805 | New | History |
| RBLXRoblox Corp | Stock | 652,618 | $23.4M | 1.1% | +77,455+13.5% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 700,000 | $20.0M | 0.9% | +700,000 | New | History |
| DIBS1stdibs.com, Inc. | COM | 2,009,749 | $12.6M | 0.6% | 00.0% | Unchanged | History |
| Meli Kaszek Pioneer CorpG5S74L106 | CLASS A ORD | 1,045,743 | $10.3M | 0.5% | 00.0% | Unchanged | – |
| CARGCarGurus, Inc. | COM CL A | 458,673 | $6.50M | 0.3% | +458,673 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 200,000 | $3.75M | 0.2% | 00.0% | Unchanged | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.