Foxhaven Asset Management, LP
16 holdingsFiling period: 2026-06-30Current AUM: $3.72Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre Inc | 306.2K | $519.8M | $514.7M | 13.84% | +27.3K | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 2.15M | $512.9M | $544.7M | 14.64% | +153.0K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 1.01M | $358.5M | $321.4M | 8.64% | -27,236 | 2026-06-30 |
| 4 | FERG | Ferguson Enterprises Inc | 1.48M | $351.2M | $339.7M | 9.13% | +105.1K | 2026-06-30 |
| 5 | HLT | Hilton Worldwide Hldgs Inc | 995.0K | $328.8M | $342.9M | 9.22% | -71,666 | 2026-06-30 |
| 6 | V | Visa Inc | 864.6K | $296.6M | $347.4M | 9.34% | +100.8K | 2026-06-30 |
| 7 | DASH | Doordash Inc | 1.45M | $267.0M | $246.8M | 6.63% | +103.0K | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 1.01M | $202.4M | $220.4M | 5.93% | -- | 2026-06-30 |
| 9 | CPNG | Coupang Inc | 11.53M | $200.2M | $160.3M | 4.31% | -3,321,575 | 2026-06-30 |
| 10 | CEG | Constellation Energy Corp | 556.7K | $138.3M | $144.2M | 3.88% | -- | 2026-06-30 |
| 11 | FWONK | Liberty Media Corp Del | 1.37M | $130.0M | $121.3M | 3.26% | +97.2K | 2026-06-30 |
| 12 | AFRM | Affirm Hldgs Inc | 1.53M | $125.1M | $111.5M | 3.00% | -671,401 | 2026-06-30 |
| 13 | — | NU Hldgs Ltd | 8.72M | $116.4M | $116.4M | 3.13% | +620.3K | 2026-06-30 |
| 14 | VRSN | Verisign Inc | 374.0K | $94.1M | $113.7M | 3.06% | -- | 2026-06-30 |
| 15 | AUR | Aurora Innovation Inc | 11.55M | $78.8M | $59.2M | 1.59% | +820.9K | 2026-06-30 |
| 16 | SHOP | Shopify Inc | 89.3K | $10.2M | $14.8M | 0.40% | -- | 2026-06-30 |
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