§ 13F · FUND PROFILE
Foxhaven Asset Management, LP.
AUM · $4.0B (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$445M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 306K | $520M | 13.9% | +10% |
| 2 | AMZN | AMAZON COM INC | 2.15M | $513M | 13.7% | +8% |
| 3 | GOOG | ALPHABET INC | 1.01M | $358M | 9.6% | −3% |
| 4 | FERG | FERGUSON ENTERPRISES INC | 1.48M | $351M | 9.4% | +8% |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | 995K | $329M | 8.8% | −7% |
| 6 | V | VISA INC | 865K | $297M | 8.0% | +13% |
| 7 | DASH | DOORDASH INC | 1.45M | $267M | 7.2% | +8% |
| 8 | NVDA | NVIDIA CORPORATION | 1.01M | $202M | 5.4% | NEW |
| 9 | CPNG | COUPANG INC | 11.53M | $200M | 5.4% | −22% |
| 10 | CEG | CONSTELLATION ENERGY CORP | 557K | $138M | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOXHAVEN SIGNAL
AC read
Foxhaven Asset Management, LP is a Other fund managing $4.0 billion in assets. The fund runs a focused portfolio of just 19 positions.
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