Foxhaven Asset Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Foxhaven Asset Management, Lp disclosed 16 stock positions valued at approximately $3.73B as of quarter-end June 30, 2026. The largest holdings include MERCADOLIBRE INC, AMAZON COM INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $3.73B
Holdings by Sector
Foxhaven Asset Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 13.94% | 306,247 | +27,313 | +9.79% | $519,820,595 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 13.75% | 2,151,990 | +153,015 | +7.65% | $512,905,297 |
| ALPHABET INC | GOOG | Communication Services | 9.61% | 1,014,534 | -27,236 | -2.61% | $358,465,298 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 9.41% | 1,479,590 | +105,130 | +7.65% | $351,151,095 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 8.81% | 994,998 | -71,666 | -6.72% | $328,807,039 |
| VISA INC | V | Financial Services | 7.95% | 864,596 | +100,775 | +13.19% | $296,634,242 |
| DOORDASH INC | DASH | Communication Services | 7.16% | 1,446,858 | +102,982 | +7.66% | $266,988,707 |
| NVIDIA CORPORATION | NVDA | Technology | 5.43% | 1,011,481 | +1,011,481 | +100.00% | $202,387,233 |
| COUPANG INC | CPNG | Consumer Cyclical | 5.37% | 11,527,293 | -3,321,575 | -22.37% | $200,229,079 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 3.71% | 556,719 | +556,719 | +100.00% | $138,272,298 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 3.48% | 1,366,203 | +97,241 | +7.66% | $129,980,553 |
| AFFIRM HLDGS INC | AFRM | Technology | 3.35% | 1,534,155 | -671,401 | -30.44% | $125,110,340 |
| NU HLDGS LTD | NU | Financial Services | 3.12% | 8,715,386 | +620,300 | +7.66% | $116,437,557 |
| VERISIGN INC | VRSN | Technology | 2.52% | 373,991 | +373,991 | +100.00% | $94,081,176 |
| AURORA INNOVATION INC | AUR | Technology | 2.11% | 11,553,993 | +820,944 | +7.65% | $78,798,232 |
| SHOPIFY INC | SHOP | Technology | 0.27% | 89,303 | +89,303 | +100.00% | $10,196,617 |
Showing 16 of 16 holdings in the latest reporting period.