Foxhaven Asset Management, LP
- SEC CIK
- 0001590531
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 20
- 0 vs. Q3 2024
- Portfolio value
- $3.73B
- +$157.5M (+4.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 2,132,998 | $468.0M | 12.5% | +148,480+7.5% | Added | History |
| MELIMercadolibre Inc | COM | 218,412 | $371.4M | 10.0% | +23,174+11.9% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,167,719 | $288.6M | 7.7% | −244,754−17.3% | Reduced | History |
| TEAMAtlassian Corp | CL A | 1,074,934 | $261.6M | 7.0% | −74,568−6.5% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,490,696 | $258.7M | 6.9% | +162,651+12.2% | Added | History |
| CPNGCoupang, Inc. | CL A | 11,417,962 | $251.0M | 6.7% | +833,212+7.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 556,470 | $234.6M | 6.3% | −31,530−5.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,122,880 | $213.8M | 5.7% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 653,441 | $211.9M | 5.7% | −33,680−4.9% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,335,023 | $199.3M | 5.3% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 3,009,254 | $174.1M | 4.7% | +945,811+45.8% | Added | History |
| SHWSherwin Williams Co | COM | 477,453 | $162.3M | 4.4% | −91,629−16.1% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 30,218 | $150.1M | 4.0% | −16,523−35.4% | Reduced | History |
| VVisa Inc. | Stock | 402,099 | $127.1M | 3.4% | −59,471−12.9% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,328,684 | $80.9M | 2.2% | +1,328,684 | New | History |
| CRMSalesforce, Inc. | Stock | 241,450 | $80.7M | 2.2% | +241,450 | New | History |
| CARGCarGurus, Inc. | COM CL A | 2,171,853 | $79.4M | 2.1% | −1,620,234−42.7% | Reduced | History |
| AURAurora Innovation, Inc. | CLASS A COM | 9,477,908 | $59.7M | 1.6% | 00.0% | Unchanged | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,918,379 | $35.7M | 1.0% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 483,901 | $20.0M | 0.5% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.