Foxhaven Asset Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Foxhaven Asset Management, LP reported 16 stock positions worth $3.7 billion. Its top holding was MercadoLibre (MELI) at 13.9% of the portfolio, followed by Amazon.com (AMZN, 13.7%) and Alphabet Class C (GOOG, 9.6%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 8 and reduced 4. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Netflix (NFLX).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001590531
- Portfolio Value
- $3.7B (Q2 2026)
- SEC Filing
- 0001172661-26-003791 ↗ filed Aug 14, 2026
Holdings Value
Holdings 16 stocks · $3.7B
| MELI MercadoLibre Inc. | 13.94% | 306,247 | $519.8M | Add +9.8% |
| AMZN Amazon.com Inc. | 13.75% | 2,151,990 | $512.9M | Add +7.7% |
| GOOG Alphabet Inc. Class C | 9.61% | 1,014,534 | $358.5M | Reduce -2.6% |
| FERG Ferguson Enterprises Inc. | 9.41% | 1,479,590 | $351.2M | Add +7.7% |
| HLT Hilton Worldwide Holdings Inc. | 8.81% | 994,998 | $328.8M | Reduce -6.7% |
| V Visa Inc. Class A | 7.95% | 864,596 | $296.6M | Add +13.2% |
| DASH DoorDash Inc. Class A | 7.16% | 1,446,858 | $267.0M | Add +7.7% |
| NVDA Nvidia Corp. | 5.43% | 1,011,481 | $202.4M | New |
| CPNG Coupang Inc. | 5.37% | 11,527,293 | $200.2M | Reduce -22.4% |
| CEG Constellation Energy | 3.71% | 556,719 | $138.3M | New |
| FWONK Liberty Media Corp. Class C | 3.48% | 1,366,203 | $130.0M | Add +7.7% |
| AFRM Affirm Holdings Inc. | 3.35% | 1,534,155 | $125.1M | Reduce -30.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.12% | 8,715,386 | $116.4M | Add +7.7% |
| VRSN Verisign Inc. | 2.52% | 373,991 | $94.1M | New |
| AUR Aurora Innovation Inc. | 2.11% | 11,553,993 | $78.8M | Add +7.7% |
| SHOP Shopify Inc. Class A | 0.27% | 89,303 | $10.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | New | 5.43% | +5.43 |
| CEG Constellation Energy | New | 3.71% | +3.71 |
| VRSN Verisign Inc. | New | 2.52% | +2.52 |
| DASH DoorDash Inc. Class A | Add +7.7% | 7.16% | +0.82 |
| AUR Aurora Innovation Inc. | Add +7.7% | 2.11% | +0.72 |
| V Visa Inc. Class A | Add +13.2% | 7.95% | +0.71 |
| AMZN Amazon.com Inc. | Add +7.7% | 13.75% | +0.68 |
| SHOP Shopify Inc. Class A | New | 0.27% | +0.27 |
| FWONK Liberty Media Corp. Class C | Add +7.7% | 3.48% | +0.10 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +7.7% | 3.12% | −0.53 |
| FERG Ferguson Enterprises Inc. | Add +7.7% | 9.41% | −0.65 |
| MELI MercadoLibre Inc. | Add +9.8% | 13.94% | −1.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $3.7B | MELI, AMZN, GOOG, FERG, HLT |
| Q1 2026 | 14 | $3.2B | MELI, AMZN, HLT, FERG, GOOG |
| Q4 2025 | 16 | $4.1B | AMZN, MELI, CPNG, HLT, FERG |
| Q3 2025 | 19 | $4.0B | AMZN, MELI, CPNG, RBLX, FERG |
| Q2 2025 | 18 | $4.1B | MELI, AMZN, FERG, CPNG, HLT |
| Q1 2025 | 18 | $3.3B | AMZN, MELI, HLT, FERG, CPNG |
| Q4 2024 | 20 | $3.7B | AMZN, MELI, HLT, TEAM, FERG |
| Q3 2024 | 20 | $3.6B | MELI, AMZN, HLT, FERG, CPNG |
| Q2 2024 | 19 | $3.6B | AMZN, MELI, HLT, MSFT, FERG |
| Q1 2024 | 25 | $3.7B | AMZN, HLT, MELI, FERG, MSFT |