Foxhaven Asset Management, LP 13F Holdings

CIK 0001590531 · Charlottesville, VA

As of Sep 30, 2025, Foxhaven Asset Management, LP reported 20 positions worth $4.3B in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity2,292,693$503.4M11.59%
MERCADOLIBRE INCMELIConsumer Cyclical200,015$467.4M10.76%
ARK INNOVATION ETFARKK—4,000,000$345.2M7.95%
COUPANG INCCPNGConsumer Cyclical10,703,671$344.7M7.94%
ROBLOX CORPRBLXCommunication Services2,463,065$341.2M7.86%
FERGUSON ENTERPRISES INCFERGIndustrials1,518,157$340.9M7.85%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical1,178,182$305.7M7.04%
MICROSOFT CORPMSFTTechnology503,424$260.7M6.00%
ALPHABET INCGOOGEquity991,937$241.6M5.56%
VISA INC-CLASS A SHARESVFinancial Services537,520 83.5M4.22%
DUOLINGO INCDUOLTechnology499,917 60.9M3.70%
SHOPIFY INCSHOPTechnology1,051,834 56.3M3.60%
SEA LTDSEConsumer Cyclical790,285 41.2M3.25%
AFFIRM HOLDINGS INCAFRMTechnology1,932,481 41.2M3.25%
WIXCOM LTDWIXTechnology689,041 22.4M2.82%
PAYPAL HOLDINGS INCPYPLFinancial Services1,742,841 16.9M2.69%
AURORA INNOVATION INCAURTechnology11,869,939$64.0M1.47%
BOOKING HOLDINGS INCBKNGIndustrials11,321$61.1M1.41%
WARNER BROS DISCOVERY INCWBDCommunication Services1,474,450$28.8M0.66%
INSTACART (MAPLEBEAR INC)CARTConsumer Cyclical442,085 6.3M0.37%