Foxhaven Asset Management, LP reported 16 holdings worth US$3.73B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Foxhaven Asset Management, LP reported 16 holdings worth US$3.73B as of Jun 30, 2026. Largest: Mercadolibre, Inc., Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$3.73B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mercadolibre, Inc. | 306K | US$520M | 13.9% |
| Amazon.com, Inc. | 2.15M | US$513M | 13.7% |
| Alphabet Inc (google) Class C | 1M | US$358M | 9.6% |
| Ferguson Enterprises Inc. | 1.48M | US$351M | 9.4% |
| Hilton Worldwide Holdings Inc. | 995K | US$329M | 8.8% |
| Visa Inc. | 865K | US$297M | 8.0% |
| Doordash, Inc. | 1.45M | US$267M | 7.2% |
| Nvidia Corporation | 1.01M | US$202M | 5.4% |
| Coupang, Inc. | 11.5M | US$200M | 5.4% |
| Constellation Energy Corporation | 557K | US$138M | 3.7% |
| Liberty Media Corporation - Series A Liberty Formula One | 1.37M | US$130M | 3.5% |
| Affirm Holdings, Inc. | 1.53M | US$125M | 3.4% |
| Nu Holdings Ltd. | 8.72M | US$116M | 3.1% |
| Verisign, Inc. | 374K | US$94.1M | 2.5% |
| Aurora Innovation, Inc. | 11.6M | US$78.8M | 2.1% |
| Shopify Inc. | 89,303 | US$10.2M | 0.27% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |