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Foxhaven Asset Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $3,730,265,358
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MERCADOLIBRE INC · COM · 58733R102 · shares: $519,820,595
- AMAZON COM INC · COM · 023135106 · shares: $512,905,297
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $358,465,298
- FERGUSON ENTERPRISES INC · COMMON STOCK NEW · 31488V107 · shares: $351,151,095
- HILTON WORLDWIDE HLDGS INC · COM · 43300A203 · shares: $328,807,039
- VISA INC · COM CL A · 92826C839 · shares: $296,634,242
- DOORDASH INC · CL A · 25809K105 · shares: $266,988,707
- NVIDIA CORPORATION · COM · 67066G104 · shares: $202,387,233
- COUPANG INC · CL A · 22266T109 · shares: $200,229,079
- CONSTELLATION ENERGY CORP · COM · 21037T109 · shares: $138,272,298
Reported holdings
16 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MERCADOLIBRE INC | COM | 58733R102 | — | 306,247 shares | $519,820,595 |
| AMAZON COM INC | COM | 023135106 | — | 2,151,990 shares | $512,905,297 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,014,534 shares | $358,465,298 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 1,479,590 shares | $351,151,095 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 994,998 shares | $328,807,039 |
| VISA INC | COM CL A | 92826C839 | — | 864,596 shares | $296,634,242 |
| DOORDASH INC | CL A | 25809K105 | — | 1,446,858 shares | $266,988,707 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,011,481 shares | $202,387,233 |
| COUPANG INC | CL A | 22266T109 | — | 11,527,293 shares | $200,229,079 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 556,719 shares | $138,272,298 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 1,366,203 shares | $129,980,553 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 1,534,155 shares | $125,110,340 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 8,715,386 shares | $116,437,557 |
| VERISIGN INC | COM | 92343E102 | — | 373,991 shares | $94,081,176 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 11,553,993 shares | $78,798,232 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 89,303 shares | $10,196,617 |