Foxhaven Asset Management, LP
Net buyer this quarter
$3.73B
16
+$263M
85.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MELI | $520M | 13.94% | 0.60% | +9.8% | Q2 2017 |
 AMZN | $513M | 13.75% | 0.02% | +7.7% | Q4 2013 |
 GOOG | $358M | 9.61% | Not reported | -2.6% | Q4 2015 |
 FERG | $351M | 9.41% | 0.76% | +7.7% | Q4 2022 |
 HLT | $329M | 8.81% | 0.44% | -6.7% | Q4 2016 |
 V | $297M | 7.95% | 0.05% | +13.2% | Q1 2020 |
 DASH | $267M | 7.16% | Not reported | +7.7% | Q4 2020 |
 NVDA | $202M | 5.43% | 0.00% | New | Q2 2026 |
 CPNG | $200M | 5.37% | Not reported | -22.4% | Q1 2021 |
 CEG | $138M | 3.71% | 0.16% | New | Q2 2026 |
 FWONK | $130M | 3.48% | Not reported | +7.7% | Q3 2023 |
 AFRM | $125M | 3.35% | 2.59% | -30.4% | Q1 2021 |
 NU | $116M | 3.12% | Not reported | +7.7% | Q4 2025 |
 VRSN | $94.1M | 2.52% | 0.41% | New | Q2 2026 |
 AUR | $78.8M | 2.11% | 0.58% | +7.7% | Q4 2023 |
 SHOP | $10.2M | 0.27% | 0.02% | Not reported | Q4 2017 |
| Q1 2026 | |||||
| MELI | $482M | 15.14% | 0.55% | -0.4% | Q2 2017 |
| AMZN | $416M | 13.07% | 0.02% | -21.6% | Q4 2013 |
| HLT | $324M | 10.18% | 0.47% | -8.3% | Q4 2016 |
| FERG | $321M | 10.06% | 0.71% | -8.3% | Q4 2022 |
| GOOG | $299M | 9.38% | Not reported | +24.0% | Q4 2015 |
| CPNG | $280M | 8.80% | Not reported | -13.7% | Q1 2021 |
| V | $231M | 7.25% | 0.04% | +39.0% | Q1 2020 |
| DASH | $202M | 6.33% | Not reported | +33.9% | Q4 2020 |
 NFLX | $141M | 4.42% | 0.03% | +8.3% | Q1 2019 |
 RBLX | $121M | 3.78% | 0.30% | -16.2% | Q2 2022 |
| NU | $116M | 3.65% | Not reported | +18.7% | Q4 2025 |
| FWONK | $108M | 3.39% | Not reported | Not reported | Q3 2023 |
| AFRM | $101M | 3.17% | 3.72% | +15.7% | Q1 2021 |
| AUR | $44.2M | 1.39% | 0.55% | -8.4% | Q4 2023 |
| Q4 2025 | |||||
| AMZN | $589M | 14.50% | 0.02% | +11.2% | Q4 2013 |
| MELI | $564M | 13.89% | 0.55% | +40.0% | Q2 2017 |
| CPNG | $406M | 10.00% | Not reported | +60.7% | Q1 2021 |
| HLT | $334M | 8.23% | 0.50% | -1.3% | Q4 2016 |
| FERG | $334M | 8.22% | 0.77% | -1.3% | Q4 2022 |
 MSFT | $289M | 7.11% | 0.01% | +18.5% | Q4 2014 |
| GOOG | $264M | 6.49% | Not reported | -15.3% | Q4 2015 |
| DASH | $227M | 5.60% | Not reported | Not reported | Q4 2020 |
| RBLX | $206M | 5.07% | 0.36% | +3.2% | Q2 2022 |
| V | $193M | 4.75% | 0.03% | +2.2% | Q1 2020 |
| AFRM | $142M | 3.50% | 3.22% | -1.3% | Q1 2021 |
 SE | $127M | 3.13% | 0.56% | +26.1% | Q3 2019 |
| NFLX | $127M | 3.12% | 0.03% | Not reported | Q1 2019 |
| NU | $114M | 2.81% | Not reported | New | Q4 2025 |
 DUOL | $100M | 2.47% | 3.44% | +14.4% | Q3 2021 |
| AUR | $45M | 1.11% | 0.60% | -1.3% | Q4 2023 |
| Q3 2025 | |||||
| AMZN | $503M | 11.59% | 0.02% | +1.7% | Q4 2013 |
| MELI | $467M | 10.76% | 0.39% | -2.9% | Q2 2017 |
| CPNG | $345M | 7.94% | Not reported | -2.8% | Q1 2021 |
| RBLX | $341M | 7.86% | 0.35% | -17.9% | Q2 2022 |
| FERG | $341M | 7.85% | 0.77% | -2.8% | Q4 2022 |
| HLT | $306M | 7.04% | 0.51% | -2.7% | Q4 2016 |
| MSFT | $261M | 6.00% | 0.01% | -14.3% | Q4 2014 |
| GOOG | $242M | 5.56% | Not reported | -32.8% | Q4 2015 |
| V | $183M | 4.22% | 0.03% | +38.7% | Q1 2020 |
| DUOL | $161M | 3.70% | 3.00% | +17.3% | Q3 2021 |
| SHOP | $156M | 3.60% | 0.27% | -22.3% | Q4 2017 |
| SE | $141M | 3.25% | 0.45% | -16.7% | Q3 2019 |
| AFRM | $141M | 3.25% | 3.26% | -33.3% | Q1 2021 |
 WIX | $122M | 2.82% | 1.23% | New | Q3 2025 |
 PYPL | $117M | 2.69% | 0.19% | -2.9% | Q4 2015 |
| AUR | $64M | 1.47% | 0.62% | +33.6% | Q4 2023 |
 BKNG | $61.1M | 1.41% | 0.03% | -28.6% | Q1 2018 |
 WBD | $28.8M | 0.66% | 0.06% | New | Q3 2025 |
 CART | $16.3M | 0.37% | 0.17% | -5.3% | Q3 2023 |