account_balance
Investment manager · 13F filer · SEC CIK 1590531
Foxhaven Asset Management, LP
Reported value$3.73Bas of Jun 30, 2026
Positions16 4 new, 2 sold out
Top 10 weight85.1%MELI alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MELIMercadoLibre Inc
13.9%Added +10%
AMZNAmazon.com Inc
13.7%Added +8%
GOOGAlphabet Inc.
9.6%Trimmed −3%
FERGFerguson Enterprises Inc.
9.4%Added +8%
HLTHilton Worldwide Holdings Inc.
8.8%Trimmed −7%
VVisa Inc.
8.0%Added +13%
DASHDoorDash, Inc.
7.2%Added +8%
NVDANVIDIA Corp
5.4%New
CPNGCoupang, Inc.
5.4%Trimmed −22%
CEGConstellation Energy Corp
3.7%
FWONKLiberty Media Corp
3.5%+8%
AFRMAffirm Holdings, Inc.
3.4%−30%
MELIMercadoLibre Inc
13.9%Added +10%
AMZNAmazon.com Inc
13.7%Added +8%
GOOGAlphabet Inc.
9.6%Trimmed −3%
FERGFerguson Enterprises Inc.
9.4%Added +8%
HLTHilton Worldwide Holdings Inc.
8.8%Trimmed −7%
VVisa Inc.
8.0%
DASHDoorDash, Inc.
7.2%
NVDANVIDIA Corp
5.4%
CPNGCoupang, Inc.
5.4%
CEG3.7%FWONK3.5%AFRM3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MELI MercadoLibre Inc 13.9% Added +10%AMZN Amazon.com Inc 13.7% Added +8%GOOG Alphabet Inc. 9.6% Trimmed −3%FERG Ferguson Enterprises Inc. 9.4% Added +8%HLT Hilton Worldwide Holdings Inc. 8.8% Trimmed −7%V Visa Inc. 8.0% Added +13%DASH DoorDash, Inc. 7.2% Added +8%NVDA NVIDIA Corp 5.4% NewCPNG Coupang, Inc. 5.4% Trimmed −22%CEG Constellation Energy Corp 3.7% NewFWONK Liberty Media Corp 3.5% Added +8%AFRM Affirm Holdings, Inc. 3.4% Trimmed −30%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.