Foxhaven Asset Management, LP
- SEC CIK
- 0001590531
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 14
- −2 vs. Q4 2025
- Portfolio value
- $3.19B
- −$873.0M (−21.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 278,934 | $482.3M | 15.1% | −1,007−0.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,998,975 | $416.3M | 13.1% | −551,432−21.6% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,066,664 | $324.4M | 10.2% | −95,926−8.3% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,374,460 | $320.6M | 10.1% | −123,605−8.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,041,770 | $298.8M | 9.4% | +201,584+24.0% | Added | History |
| CPNGCoupang, Inc. | CL A | 14,848,868 | $280.3M | 8.8% | −2,351,442−13.7% | Reduced | History |
| VVisa Inc. | Stock | 763,821 | $230.9M | 7.2% | +214,485+39.0% | Added | History |
| DASHDoorDash, Inc. | Stock | 1,343,876 | $201.8M | 6.3% | +339,913+33.9% | Added | History |
| NFLXNetflix Inc | Stock | 1,465,626 | $140.9M | 4.4% | +112,756+8.3% | Added | History |
| RBLXRoblox Corp | Stock | 2,131,061 | $120.5M | 3.8% | −411,102−16.2% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 8,095,086 | $116.3M | 3.7% | +1,277,656+18.7% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,268,962 | $107.9M | 3.4% | +1,268,962 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 2,205,556 | $101.1M | 3.2% | +298,674+15.7% | Added | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,733,049 | $44.2M | 1.4% | −979,659−8.4% | Reduced | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.