Institutional Fund
Foxhaven Asset Management, LP
Charlottesville, VACIK 15905315 filings on record
Portfolio Value
$3.19B
Q1 2026
Holdings
14
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-21.5%
from $4.06B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mercadolibre Inc15.1%
- Amazon Com Inc13.1%
- Hilton Worldwide Hldgs Inc10.2%
- Ferguson Enterprises Inc10.1%
- Alphabet Inc9.4%
- Coupang Inc8.8%
- Other33.4%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mercadolibre Inc | 278.9K | $482.28M | 15.1% | −1.0K | Reduced |
| 2 | Amazon Com Inc | 2.00M | $416.33M | 13.1% | −551.4K | Reduced |
| 3 | Hilton Worldwide Hldgs Inc | 1.07M | $324.35M | 10.2% | −95.9K | Reduced |
| 4 | Ferguson Enterprises Inc | 1.37M | $320.61M | 10.1% | −123.6K | Reduced |
| 5 | Alphabet Inc | 1.04M | $298.84M | 9.4% | +201.6K | Added |
| 6 | Coupang Inc | 14.85M | $280.35M | 8.8% | −2.35M | Reduced |
| 7 | Visa Inc | 763.8K | $230.86M | 7.2% | +214.5K | Added |
| 8 | Doordash Inc | 1.34M | $201.78M | 6.3% | +339.9K | Added |
| 9 | Netflix Inc | 1.47M | $140.92M | 4.4% | +112.8K | Added |
| 10 | Roblox Corp | 2.13M | $120.53M | 3.8% | −411.1K | Reduced |
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