Foxhaven Asset Management, LP
16 holdingsFiling period: 2026-06-30Current AUM: $3.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 306.2K | $519.8M | $560.1M | 14.90% | +27.3K | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 2.15M | $512.9M | $534.6M | 14.22% | +153.0K | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 1.01M | $358.5M | $346.4M | 9.21% | -27,236 | 2026-06-30 |
| 4 | FERG | FERGUSON ENTERPRISES INC | 1.48M | $351.2M | $318.3M | 8.47% | +105.1K | 2026-06-30 |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | 995.0K | $328.8M | $306.3M | 8.15% | -71,666 | 2026-06-30 |
| 6 | V | VISA INC | 864.6K | $296.6M | $324.8M | 8.64% | +100.8K | 2026-06-30 |
| 7 | DASH | DOORDASH INC | 1.45M | $267.0M | $286.9M | 7.63% | +103.0K | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 1.01M | $202.4M | $214.6M | 5.71% | -- | 2026-06-30 |
| 9 | CPNG | COUPANG INC | 11.53M | $200.2M | $169.2M | 4.50% | -3,321,575 | 2026-06-30 |
| 10 | CEG | CONSTELLATION ENERGY CORP | 556.7K | $138.3M | $144.7M | 3.85% | -- | 2026-06-30 |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | 1.37M | $130.0M | $129.8M | 3.45% | +97.2K | 2026-06-30 |
| 12 | AFRM | AFFIRM HLDGS INC | 1.53M | $125.1M | $110.6M | 2.94% | -671,401 | 2026-06-30 |
| 13 | — | NU HLDGS LTD | 8.72M | $116.4M | $116.4M | 3.10% | +620.3K | 2026-06-30 |
| 14 | VRSN | VERISIGN INC | 374.0K | $94.1M | $111.2M | 2.96% | -- | 2026-06-30 |
| 15 | AUR | AURORA INNOVATION INC | 11.55M | $78.8M | $74.4M | 1.98% | +820.9K | 2026-06-30 |
| 16 | SHOP | SHOPIFY INC | 89.3K | $10.2M | $11.6M | 0.31% | -- | 2026-06-30 |
← Scroll →