Foxhaven Asset Management, Lp Portfolio Stock Holdings
Foxhaven Asset Management, Lp disclosed 14 stock positions valued at approximately $3.2 billion in its latest SEC 13F filing. The largest holdings include MERCADOLIBRE INC, AMAZON COM INC, and HILTON WORLDWIDE HLDGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $3.2B
Holdings by Sector
Foxhaven Asset Management, Lp Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 15.14% | 278,934 | -1,007 | -0.36% | $482,282,465 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 13.07% | 1,998,975 | -551,432 | -21.62% | $416,326,523 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 10.18% | 1,066,664 | -95,926 | -8.25% | $324,351,189 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 10.06% | 1,374,460 | -123,605 | -8.25% | $320,606,540 |
| ALPHABET INC | GOOG | Communication Services | 9.38% | 1,041,770 | +201,584 | +23.99% | $298,842,142 |
| COUPANG INC | CPNG | Consumer Cyclical | 8.80% | 14,848,868 | -2,351,442 | -13.67% | $280,346,628 |
| VISA INC | V | Financial Services | 7.25% | 763,821 | +214,485 | +39.04% | $230,857,259 |
| DOORDASH INC | DASH | Communication Services | 6.33% | 1,343,876 | +339,913 | +33.86% | $201,782,981 |
| NETFLIX INC. | NFLX | Communication Services | 4.42% | 1,465,626 | +112,756 | +8.33% | $140,919,940 |
| ROBLOX CORP | RBLX | Communication Services | 3.78% | 2,131,061 | -411,102 | -16.17% | $120,532,810 |
| NU HLDGS LTD | G6683N103 | Other | 3.65% | 8,095,086 | +1,277,656 | +18.74% | $116,326,386 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 3.39% | 1,268,962 | +1,268,962 | +100.00% | $107,887,149 |
| AFFIRM HLDGS INC | AFRM | Technology | 3.17% | 2,205,556 | +298,674 | +15.66% | $101,058,576 |
| AURORA INNOVATION INC | AUR | Technology | 1.39% | 10,733,049 | -979,659 | -8.36% | $44,220,162 |