Holders — by stockHoldings — by fund
Foxhaven Asset Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001590531
$3.73B
disclosed book value
16
positions
13.9%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MELIMERCADOLIBRE INC | 306,247 | $519.8M | 13.9% |
| 2 | AMZNAMAZON COM INC | 2.2M | $512.9M | 13.7% |
| 3 | GOOGALPHABET INC | 1.0M | $358.5M | 9.6% |
| 4 | FERGFERGUSON ENTERPRISES INC | 1.5M | $351.2M | 9.4% |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 994,998 | $328.8M | 8.8% |
| 6 | VVISA INC | 864,596 | $296.6M | 8% |
| 7 | DASHDOORDASH INC | 1.4M | $267.0M | 7.2% |
| 8 | NVDANVIDIA CORPORATION | 1.0M | $202.4M | 5.4% |
| 9 | CPNGCOUPANG INC | 11.5M | $200.2M | 5.4% |
| 10 | CEGCONSTELLATION ENERGY CORP | 556,719 | $138.3M | 3.7% |
| 11 | FWONKLIBERTY MEDIA CORP DEL | 1.4M | $130.0M | 3.5% |
| 12 | AFRMAFFIRM HLDGS INC | 1.5M | $125.1M | 3.4% |
| 13 | NUNU HLDGS LTD | 8.7M | $116.4M | 3.1% |
| 14 | VRSNVERISIGN INC | 373,991 | $94.1M | 2.5% |
| 15 | AURAURORA INNOVATION INC | 11.6M | $78.8M | 2.1% |
| 16 | SHOPSHOPIFY INC | 89,303 | $10.2M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.