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Foxhaven Asset Management, LP
hedge fundUpdated 27 days agoManaged by Foxhaven Asset Management, Lp • Latest filing Q2 2026
Portfolio value
$3.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
4.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $2.8B |
| Q2 2023 | $3.1B |
| Q3 2023 | $3.1B |
| Q4 2023 | $3.5B |
| Q1 2024 | $3.7B |
| Q2 2024 | $3.6B |
| Q3 2024 | $3.6B |
| Q4 2024 | $3.7B |
| Q1 2025 | $3.3B |
| Q2 2025 | $4.1B |
| Q3 2025 | $4.3B |
| Q4 2025 | $4.1B |
| Q1 2026 | $3.2B |
| Q2 2026 | $3.7B |
Top holdings
16 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MELI MERCADOLIBRE INC | $519.8M | 306.2K | 13.94% | — |
| 2 | A AMZN AMAZON COM INC | $512.9M | 2.15M | 13.75% | — |
| 3 | G GOOGN ALPHABET INC | $358.5M | 1.01M | 9.61% | — |
| 4 | F FERG FERGUSON ENTERPRISES INC | $351.2M | 1.48M | 9.41% | — |
| 5 | H HLT HILTON WORLDWIDE HLDGS INC | $328.8M | 995.0K | 8.81% | — |
| 6 | V V VISA INC | $296.6M | 864.6K | 7.95% | — |
| 7 | D DASH DOORDASH INC | $267M | 1.45M | 7.16% | — |
| 8 | N NVDA NVIDIA CORPORATION | $202.4M | 1.01M | 5.43% | — |
| 9 | C CPNG COUPANG INC | $200.2M | 11.53M | 5.37% | — |
| 10 | C CEG CONSTELLATION ENERGY CORP | $138.3M | 556.7K | 3.71% | — |
| 11 | F FWONB LIBERTY MEDIA CORP DEL | $130M | 1.37M | 3.48% | — |
| 12 | A AFRM AFFIRM HLDGS INC | $125.1M | 1.53M | 3.35% | — |
| 13 | N NU NU HLDGS LTD | $116.4M | 8.72M | 3.12% | — |
| 14 | V VRSN VERISIGN INC | $94.1M | 374.0K | 2.52% | — |
| 15 | A AUROW AURORA INNOVATION INC | $78.8M | 11.55M | 2.11% | — |
| 16 | S SHOP SHOPIFY INC | $10.2M | 89.3K | 0.27% | — |