Foxhaven Asset Management, LP
- SEC CIK
- 0001590531
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 16
- +2 vs. Q1 2026
- Portfolio value
- $3.73B
- +$543.9M (+17.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 306,247 | $519.8M | 13.9% | +27,313+9.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,151,990 | $512.9M | 13.7% | +153,015+7.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,014,534 | $358.5M | 9.6% | −27,236−2.6% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,479,590 | $351.2M | 9.4% | +105,130+7.6% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 994,998 | $328.8M | 8.8% | −71,666−6.7% | Reduced | History |
| VVisa Inc. | Stock | 864,596 | $296.6M | 8.0% | +100,775+13.2% | Added | History |
| DASHDoorDash, Inc. | Stock | 1,446,858 | $267.0M | 7.2% | +102,982+7.7% | Added | History |
| NVDANVIDIA Corp | Stock | 1,011,481 | $202.4M | 5.4% | +1,011,481 | New | History |
| CPNGCoupang, Inc. | CL A | 11,527,293 | $200.2M | 5.4% | −3,321,575−22.4% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 556,719 | $138.3M | 3.7% | +556,719 | New | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,366,203 | $130.0M | 3.5% | +97,241+7.7% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,534,155 | $125.1M | 3.4% | −671,401−30.4% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 8,715,386 | $116.4M | 3.1% | +620,300+7.7% | Added | History |
| VRSNVerisign Inc | COM | 373,991 | $94.1M | 2.5% | +373,991 | New | History |
| AURAurora Innovation, Inc. | CLASS A COM | 11,553,993 | $78.8M | 2.1% | +820,944+7.6% | Added | History |
| SHOPShopify Inc. | Stock | 89,303 | $10.2M | 0.3% | +89,303 | New | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.