Foxhaven Asset Management, LP
- SEC CIK
- 0001590531
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 18
- 0 vs. Q1 2025
- Portfolio value
- $4.14B
- +$852.4M (+25.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 206,067 | $538.6M | 13.0% | −9,299−4.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,254,255 | $494.6M | 11.9% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,561,176 | $339.9M | 8.2% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 11,008,260 | $329.8M | 8.0% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,210,901 | $322.5M | 7.8% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 3,001,281 | $315.7M | 7.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 587,535 | $292.2M | 7.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,474,970 | $261.6M | 6.3% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 2,896,908 | $200.3M | 4.8% | +814,951+39.1% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 426,145 | $174.7M | 4.2% | −71,586−14.4% | Reduced | History |
| SHOPShopify Inc. | Stock | 1,352,791 | $156.0M | 3.8% | +1,352,791 | New | History |
| SESea Ltd | SPONSORD ADS | 949,050 | $151.8M | 3.7% | +949,050 | New | History |
| VVisa Inc. | Stock | 387,672 | $137.6M | 3.3% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 671,890 | $136.5M | 3.3% | −63,269−8.6% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,795,025 | $133.4M | 3.2% | −456,166−20.3% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 15,860 | $91.8M | 2.2% | −12,732−44.5% | Reduced | History |
| AURAurora Innovation, Inc. | CLASS A COM | 8,887,202 | $46.6M | 1.1% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 466,979 | $21.1M | 0.5% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.