Foxhaven Asset Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Foxhaven Asset Management, LP reported 20 stock positions worth $3.7 billion. Its top holding was Amazon.com (AMZN) at 12.5% of the portfolio, followed by MercadoLibre (MELI, 10.0%) and Hilton Worldwide (HLT, 7.7%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 5 and reduced 8. The biggest buy was Amazon.com (AMZN, shares +7%) and the biggest sale an exit from Liberty Media Class C (FWONK).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001590531
- Portfolio Value
- $3.7B (Q4 2024)
- SEC Filing
- 0001172661-25-001126 ↗ filed Feb 14, 2025
Holdings Value
Holdings 20 stocks · $3.7B
| AMZN Amazon.com Inc. | 12.55% | 2,132,998 | $468.0M | Add +7.5% |
| MELI MercadoLibre Inc. | 9.96% | 218,412 | $371.4M | Add +11.9% |
| HLT Hilton Worldwide Holdings Inc. | 7.74% | 1,167,719 | $288.6M | Reduce -17.3% |
| TEAM Atlassian Corp. Class A | 7.02% | 1,074,934 | $261.6M | Reduce -6.5% |
| FERG Ferguson Enterprises Inc. | 6.94% | 1,490,696 | $258.7M | Add +12.3% |
| CPNG Coupang Inc. | 6.73% | 11,417,962 | $251.0M | Add +7.9% |
| MSFT Microsoft Corp. | 6.29% | 556,470 | $234.6M | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 5.73% | 1,122,880 | $213.8M | No change |
| DUOL Duolingo | 5.68% | 653,441 | $211.9M | Reduce -4.9% |
| PYPL PayPal Holdings Inc. | 5.34% | 2,335,023 | $199.3M | No change |
| RBLX Roblox Corp. Class A | 4.67% | 3,009,254 | $174.1M | Add +45.8% |
| SHW The Sherwin-Williams Co. | 4.35% | 477,453 | $162.3M | Reduce -16.1% |
| BKNG Booking Holdings Inc. | 4.03% | 30,218 | $150.1M | Reduce -35.4% |
| V Visa Inc. Class A | 3.41% | 402,099 | $127.1M | Reduce -12.9% |
| AFRM Affirm Holdings Inc. | 2.17% | 1,328,684 | $80.9M | New |
| CRM Salesforce Inc. | 2.16% | 241,450 | $80.7M | New |
| CARG Cargurus Inc. | 2.13% | 2,171,853 | $79.4M | Reduce -42.7% |
| AUR Aurora Innovation Inc. | 1.60% | 9,477,908 | $59.7M | No change |
| FWRG First Watch Restaurant Group | 0.96% | 1,918,379 | $35.7M | No change |
| CART Maplebear Inc. | 0.54% | 483,901 | $20.0M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −2.61 |
| SHW The Sherwin-Williams Co. | Reduce -16.1% | 4.35% | −1.73 |
| BKNG Booking Holdings Inc. | Reduce -35.4% | 4.03% | −1.49 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -17.3% | 7.74% | −1.38 |
| CARG Cargurus Inc. | Reduce -42.7% | 2.13% | −1.06 |
| MSFT Microsoft Corp. | Reduce -5.4% | 6.29% | −0.79 |
| DIBS 1STDIBS.COM Inc. | Sold out | 0.00% | −0.21 |
| V Visa Inc. Class A | Reduce -12.9% | 3.41% | −0.15 |
| DUOL Duolingo | Reduce -4.9% | 5.68% | +0.26 |
| TEAM Atlassian Corp. Class A | Reduce -6.5% | 7.02% | +1.90 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +7.5% | 12.55% | +2.20 |
| AFRM Affirm Holdings Inc. | New | 2.17% | +2.17 |
| CRM Salesforce Inc. | New | 2.16% | +2.16 |
| RBLX Roblox Corp. Class A | Add +45.8% | 4.67% | +2.11 |
| FERG Ferguson Enterprises Inc. | Add +12.3% | 6.94% | −0.45 |
| CPNG Coupang Inc. | Add +7.9% | 6.73% | −0.55 |
| MELI MercadoLibre Inc. | Add +11.9% | 9.96% | −1.26 |
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 |