Foxhaven Asset Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.3T
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,254,255 | $428.9B | 13.03% | |
| 2 | MLB1MERCADOLIBRE INC | 215,366 | $420.2B | 12.76% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,210,901 | $275.5B | 8.37% | |
| 4 | FERGFERGUSON ENTERPRISES INC | 1,561,176 | $250.1B | 7.60% | |
| 5 | CPNGCOUPANG INC | 11,008,260 | $241.4B | 7.33% | |
| 6 | GOOGALPHABET INC | 1,474,970 | $230.4B | 7.00% | |
| 7 | MSFTMICROSOFT CORP | 587,535 | $220.6B | 6.70% | |
| 8 | RBLXROBLOX CORP | 3,001,281 | $174.9B | 5.31% | |
| 9 | TEAMATLASSIAN CORPORATION | 735,159 | $156.0B | 4.74% | |
| 10 | DUOLDUOLINGO INC | 497,731 | $154.6B | 4.69% | |
| 11 | PYPLPAYPAL HLDGS INC | 2,251,191 | $146.9B | 4.46% | |
| 12 | VVISA INC | 387,672 | $135.9B | 4.13% | |
| 13 | BKNGBOOKING HOLDINGS INC | 28,592 | $131.7B | 4.00% | |
| 14 | SHWSHERWIN WILLIAMS CO | 349,557 | $122.1B | 3.71% | |
| 15 | AFRMAFFIRM HLDGS INC | 2,081,957 | $94.1B | 2.86% | |
| 16 | AURAURORA INNOVATION INC | 8,887,202 | $59.8B | 1.82% | |
| 17 | FWRGFIRST WATCH RESTAURANT GROUP | 1,849,570 | $30.8B | 0.94% | |
| 18 | CARTMAPLEBEAR INC | 466,979 | $18.6B | 0.57% |