The Analysis of Foxhaven Asset Management, LP's Holdings


Currently, Foxhaven Asset Management, LP holds 16 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in DASH (+1.0M shares, valued at $227.4M), MELI (+79.9K shares, valued at $161.0M), CPNG (+6.5M shares, valued at $153.3M); decreased their positions in N/A (-151.8K shares, valued at $47.6M), HLT (-15.6K shares, valued at $4.5M), N/A (-20.1K shares, valued at $4.5M); initiated new positions in DASH (+1.0M shares, valued at $227.4M), NFLX (+1.4M shares, valued at $126.8M), NU (+6.8M shares, valued at $114.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AMZN AMAZON COM INC2.6M shares11.24%2025-12-312026-02-17history
MELI MERCADOLIBRE INC279.9K shares39.96%2025-12-312026-02-17history
CPNG COUPANG INC17.2M shares60.70%2025-12-312026-02-17history
HLT HILTON WORLDWIDE HLDGS INC1.2M shares-1.32%2025-12-312026-02-17history
FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.5M shares-1.32%2025-12-312026-02-17history
MSFT MICROSOFT CORP596.7K shares18.52%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC840.2K shares-15.30%2025-12-312026-02-17history
DASH DOORDASH INC1.0M sharesnew addition2025-12-312026-02-17history
Sponsored
RBLX ROBLOX CORP2.5M shares3.21%2025-12-312026-02-17history
V VISA INC549.3K shares2.20%2025-12-312026-02-17history
AFRM AFFIRM HLDGS INC1.9M shares-1.32%2025-12-312026-02-17history
SE SEA LTD996.4K shares26.08%2025-12-312026-02-17history
NFLX NETFLIX INC1.4M sharesnew addition2025-12-312026-02-17history
NU NU HLDGS LTD6.8M sharesnew addition2025-12-312026-02-17history
DUOL DUOLINGO INC571.8K shares14.39%2025-12-312026-02-17history
AUR AURORA INNOVATION INC11.7M shares-1.32%2025-12-312026-02-17history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available