Foxhaven Asset Management, LP 13F Holdings · Q2 2026
Foxhaven Asset Management, LP reported 16 securities worth $3.73B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MELI (13.94%), AMZN (13.75%), GOOG (9.61%). Among its top 25 positions this quarter: 4 new, 8 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $519.8M | 13.94% | 306,247 | Added |
| 2 | AMZN | AMAZON COM INC | $512.9M | 13.75% | 2.2M | Added |
| 3 | GOOG | ALPHABET INC | $358.5M | 9.61% | 1.0M | Trimmed |
| 4 | FERG | FERGUSON ENTERPRISES INC | $351.2M | 9.41% | 1.5M | Added |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | $328.8M | 8.81% | 994,998 | Trimmed |
| 6 | V | VISA INC | $296.6M | 7.95% | 864,596 | Added |
| 7 | DASH | DOORDASH INC | $267.0M | 7.16% | 1.4M | Added |
| 8 | NVDA | NVIDIA CORPORATION | $202.4M | 5.43% | 1.0M | New |
| 9 | CPNG | COUPANG INC | $200.2M | 5.37% | 11.5M | Trimmed |
| 10 | CEG | CONSTELLATION ENERGY CORP | $138.3M | 3.71% | 556,719 | New |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | $130.0M | 3.48% | 1.4M | Added |
| 12 | AFRM | AFFIRM HLDGS INC | $125.1M | 3.35% | 1.5M | Trimmed |
| 13 | NU | NU HLDGS LTD | $116.4M | 3.12% | 8.7M | Added |
| 14 | VRSN | VERISIGN INC | $94.1M | 2.52% | 373,991 | New |
| 15 | AUR | AURORA INNOVATION INC | $78.8M | 2.11% | 11.6M | Added |
| 16 | SHOP | SHOPIFY INC | $10.2M | 0.27% | 89,303 | New |
| 17 | NFLX | NETFLIX INC. | $0 | 0.00% | 0 | Exited |
| 18 | RBLX | ROBLOX CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR