Foxhaven Asset Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.19B
Q ending 2026-03-31
Prior quarter
$4.06B
Q ending 2025-12-31
Change
-21.5% QoQ · -3.2% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mercadolibre Inc | MELI | Shares | $482.3M | 279K |
| Amazon Com Inc | AMZN | Shares | $416.3M | 2.0M |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $324.4M | 1.1M |
| Ferguson Enterprises Inc | FERG | Shares | $320.6M | 1.4M |
| Alphabet Inc | GOOG | Shares | $298.8M | 1.0M |
| Coupang Inc | CPNG | Shares | $280.3M | 14.8M |
| Visa Inc | V | Shares | $230.9M | 764K |
| Doordash Inc | DASH | Shares | $201.8M | 1.3M |
| Netflix Inc. | NFLX | Shares | $140.9M | 1.5M |
| Roblox Corp | RBLX | Shares | $120.5M | 2.1M |
| Nu Hldgs Ltd | Shares | $116.3M | 8.1M | |
| Liberty Media Corp Del | FWONK | Shares | $107.9M | 1.3M |
| Affirm Hldgs Inc | AFRM | Shares | $101.1M | 2.2M |
| Aurora Innovation Inc | AUR | Shares | $44.2M | 10.7M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.