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Foxhaven Asset Management, LP 13F holdings

Filed 2026-08-14 · Foxhaven Asset Management, LP · 16 positions · $3.7B

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TickerCompanySharesValue% of portfolio
MELIMERCADOLIBRE INC306.2K$519.8M13.9%
AMZNAMAZON COM INC2.2M$512.9M13.7%
GOOGALPHABET INC1.0M$358.5M9.6%
FERGFERGUSON ENTERPRISES INC1.5M$351.2M9.4%
HLTHILTON WORLDWIDE HLDGS INC995.0K$328.8M8.8%
VVISA INC864.6K$296.6M8.0%
DASHDOORDASH INC1.4M$267.0M7.2%
NVDANVIDIA CORPORATION1.0M$202.4M5.4%
CPNGCOUPANG INC11.5M$200.2M5.4%
CEGCONSTELLATION ENERGY CORP556.7K$138.3M3.7%
FWONKLIBERTY MEDIA CORP DEL1.4M$130.0M3.5%
AFRMAFFIRM HLDGS INC1.5M$125.1M3.4%
NUNU HLDGS LTD8.7M$116.4M3.1%
VRSNVERISIGN INC374.0K$94.1M2.5%
AURAURORA INNOVATION INC11.6M$78.8M2.1%
SHOPSHOPIFY INC89.3K$10.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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