Foxhaven Asset Management, LP
- SEC CIK
- 0001590531
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 16
- −3 vs. Q3 2025
- Portfolio value
- $4.06B
- +$61.1M (+1.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 2,550,407 | $588.7M | 14.5% | +257,714+11.2% | Added | History |
| MELIMercadolibre Inc | COM | 279,941 | $563.9M | 13.9% | +79,926+40.0% | Added | History |
| CPNGCoupang, Inc. | CL A | 17,200,310 | $405.8M | 10.0% | +6,496,639+60.7% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,162,590 | $334.0M | 8.2% | −15,592−1.3% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,498,065 | $333.5M | 8.2% | −20,092−1.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 596,657 | $288.6M | 7.1% | +93,233+18.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 840,186 | $263.7M | 6.5% | −151,751−15.3% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 1,003,963 | $227.4M | 5.6% | +1,003,963 | New | History |
| RBLXRoblox Corp | Stock | 2,542,163 | $206.0M | 5.1% | +79,098+3.2% | Added | History |
| VVisa Inc. | Stock | 549,336 | $192.7M | 4.7% | +11,816+2.2% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,906,882 | $141.9M | 3.5% | −25,599−1.3% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 996,430 | $127.1M | 3.1% | +206,145+26.1% | Added | History |
| NFLXNetflix Inc | Stock | 1,352,870 | $126.8M | 3.1% | +1,352,870 | New | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 6,817,430 | $114.1M | 2.8% | +6,817,430 | New | History |
| DUOLDuolingo, Inc. | CL A COM | 571,840 | $100.4M | 2.5% | +71,923+14.4% | Added | History |
| AURAurora Innovation, Inc. | CLASS A COM | 11,712,708 | $45.0M | 1.1% | −157,231−1.3% | Reduced | History |
Sold out since Q3 2025 (6)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 1,051,834 | $156.3M | 3.9% | History |
| WIXWix.com Ltd. | SHS | 689,041 | $122.4M | 3.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,742,841 | $116.9M | 2.9% | History |
| BKNGBooking Holdings Inc. | Stock | 11,321 | $61.1M | 1.5% | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 1,474,450 | $28.8M | 0.7% | History |
| CARTMaplebear Inc. | COM | 442,085 | $16.3M | 0.4% | History |