Foxhaven Asset Management, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Foxhaven Asset Management, LP reported 18 stock positions worth $3.3 billion. Its top holding was Amazon.com (AMZN) at 13.0% of the portfolio, followed by MercadoLibre (MELI, 12.8%) and Hilton Worldwide (HLT, 8.4%). Compared with Q4 2024, it sold out of 2, added to 6 and reduced 12. The biggest buy was Alphabet Class C (GOOG, shares +31%) and the biggest sale Atlassian Class A (TEAM, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001590531
- Portfolio Value
- $3.3B (Q1 2025)
- SEC Filing
- 0001172661-25-002377 ↗ filed May 15, 2025
Holdings Value
Holdings 18 stocks · $3.3B
| AMZN Amazon.com Inc. | 13.03% | 2,254,255 | $428.9M | Add +5.7% |
| MELI MercadoLibre Inc. | 12.76% | 215,366 | $420.2M | Reduce -1.4% |
| HLT Hilton Worldwide Holdings Inc. | 8.37% | 1,210,901 | $275.5M | Add +3.7% |
| FERG Ferguson Enterprises Inc. | 7.60% | 1,561,176 | $250.1M | Add +4.7% |
| CPNG Coupang Inc. | 7.33% | 11,008,260 | $241.4M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 7.00% | 1,474,970 | $230.4M | Add +31.4% |
| MSFT Microsoft Corp. | 6.70% | 587,535 | $220.6M | Add +5.6% |
| RBLX Roblox Corp. Class A | 5.31% | 3,001,281 | $174.9M | Reduce -0.3% |
| TEAM Atlassian Corp. Class A | 4.74% | 735,159 | $156.0M | Reduce -31.6% |
| DUOL Duolingo | 4.69% | 497,731 | $154.6M | Reduce -23.8% |
| PYPL PayPal Holdings Inc. | 4.46% | 2,251,191 | $146.9M | Reduce -3.6% |
| V Visa Inc. Class A | 4.13% | 387,672 | $135.9M | Reduce -3.6% |
| BKNG Booking Holdings Inc. | 4.00% | 28,592 | $131.7M | Reduce -5.4% |
| SHW The Sherwin-Williams Co. | 3.71% | 349,557 | $122.1M | Reduce -26.8% |
| AFRM Affirm Holdings Inc. | 2.86% | 2,081,957 | $94.1M | Add +56.7% |
| AUR Aurora Innovation Inc. | 1.82% | 8,887,202 | $59.8M | Reduce -6.2% |
| FWRG First Watch Restaurant Group | 0.94% | 1,849,570 | $30.8M | Reduce -3.6% |
| CART Maplebear Inc. | 0.57% | 466,979 | $18.6M | Reduce -3.5% |
Portfolio Sells Q4 2024 → Q1 2025
| TEAM Atlassian Corp. Class A | Reduce -31.6% | 4.74% | −2.28 |
| CRM Salesforce Inc. | Sold out | 0.00% | −2.16 |
| CARG Cargurus Inc. | Sold out | 0.00% | −2.13 |
| DUOL Duolingo | Reduce -23.8% | 4.69% | −0.99 |
| PYPL PayPal Holdings Inc. | Reduce -3.6% | 4.46% | −0.88 |
| SHW The Sherwin-Williams Co. | Reduce -26.8% | 3.71% | −0.65 |
| BKNG Booking Holdings Inc. | Reduce -5.4% | 4.00% | −0.03 |
| FWRG First Watch Restaurant Group | Reduce -3.6% | 0.94% | −0.02 |
| CART Maplebear Inc. | Reduce -3.5% | 0.57% | +0.03 |
| AUR Aurora Innovation Inc. | Reduce -6.2% | 1.82% | +0.21 |
| CPNG Coupang Inc. | Reduce -3.6% | 7.33% | +0.60 |
| RBLX Roblox Corp. Class A | Reduce -0.3% | 5.31% | +0.64 |
| V Visa Inc. Class A | Reduce -3.6% | 4.13% | +0.72 |
| MELI MercadoLibre Inc. | Reduce -1.4% | 12.76% | +2.80 |
Portfolio Buys Q4 2024 → Q1 2025
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 |