Foxhaven Asset Management, LP
CIK: 0001590531SEC EDGAR →
Portfolio Value
$4.1B
Holdings
16
As of
Q4 2025
New Positions
3
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 2,550,407 | $588.7M | 14.50% |
| 2 | MERCADOLIBRE INC | 279,941 | $563.9M | 13.89% |
| 3 | COUPANG INC | 17,200,310 | $405.8M | 10.00% |
| 4 | HILTON WORLDWIDE HLDGS INC | 1,162,590 | $334.0M | 8.23% |
| 5 | FERGUSON ENTERPRISES INC | 1,498,065 | $333.5M | 8.22% |
| 6 | MICROSOFT CORP | 596,657 | $288.6M | 7.11% |
| 7 | ALPHABET INC | 840,186 | $263.6M | 6.49% |
| 8 | DOORDASH INC | 1,003,963 | $227.4M | 5.60% |
| 9 | ROBLOX CORP | 2,542,163 | $206.0M | 5.07% |
| 10 | VISA INC | 549,336 | $192.7M | 4.75% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 4 | $1.5B | 35.9% |
| Technology | 5 | $781.8M | 19.3% |
| Communication Services | 3 | $617.9M | 15.2% |
| Unknown | 1 | $563.9M | 13.9% |
| Industrials | 1 | $333.5M | 8.2% |
| Financial Services | 2 | $306.8M | 7.6% |