Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Foxhaven Asset Management, LP (CIK 1590531) reported $3.19B across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MELI ($482.3M, 15.14%), AMZN ($416.3M, 13.07%), HLT ($324.4M, 10.18%), FERG ($320.6M, 10.06%), GOOG ($298.8M, 9.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $482.3M | 15.14% | 278,934 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $416.3M | 13.07% | 2.0M | Trimmed |
| 3 | HLT | HILTON WORLDWIDE HLDGS INC | $324.4M | 10.18% | 1.1M | Trimmed |
| 4 | FERG | FERGUSON ENTERPRISES INC | $320.6M | 10.06% | 1.4M | Trimmed |
| 5 | GOOG | ALPHABET INC | $298.8M | 9.38% | 1.0M | Added |
| 6 | CPNG | COUPANG INC | $280.3M | 8.80% | 14.8M | Trimmed |
| 7 | V | VISA INC | $230.9M | 7.25% | 763,821 | Added |
| 8 | DASH | DOORDASH INC | $201.8M | 6.33% | 1.3M | Added |
| 9 | NFLX | NETFLIX INC. | $140.9M | 4.42% | 1.5M | Added |
| 10 | RBLX | ROBLOX CORP | $120.5M | 3.78% | 2.1M | Trimmed |
| 11 | NU | NU HLDGS LTD | $116.3M | 3.65% | 8.1M | Added |
| 12 | FWONK | LIBERTY MEDIA CORP DEL | $107.9M | 3.39% | 1.3M | New |
| 13 | AFRM | AFFIRM HLDGS INC | $101.1M | 3.17% | 2.2M | Added |
| 14 | AUR | AURORA INNOVATION INC | $44.2M | 1.39% | 10.7M | Trimmed |
| 15 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
| 16 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 17 | SE | SEA LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31