Foxhaven Asset Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Foxhaven Asset Management, LP reported 14 stock positions worth $3.2 billion. Its top holding was MercadoLibre (MELI) at 15.1% of the portfolio, followed by Amazon.com (AMZN, 13.1%) and Hilton Worldwide (HLT, 10.2%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 6 and reduced 7. The biggest buy was a new position in Liberty Media Class C (FWONK) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001590531
- Portfolio Value
- $3.2B (Q1 2026)
- SEC Filing
- 0001172661-26-002313 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $3.2B
| MELI MercadoLibre Inc. | 15.14% | 278,934 | $482.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 13.07% | 1,998,975 | $416.3M | Reduce -21.6% |
| HLT Hilton Worldwide Holdings Inc. | 10.18% | 1,066,664 | $324.4M | Reduce -8.3% |
| FERG Ferguson Enterprises Inc. | 10.06% | 1,374,460 | $320.6M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 9.38% | 1,041,770 | $298.8M | Add +24.0% |
| CPNG Coupang Inc. | 8.80% | 14,848,868 | $280.3M | Reduce -13.7% |
| V Visa Inc. Class A | 7.25% | 763,821 | $230.9M | Add +39.0% |
| DASH DoorDash Inc. Class A | 6.33% | 1,343,876 | $201.8M | Add +33.9% |
| NFLX Netflix Inc. | 4.42% | 1,465,626 | $140.9M | Add +8.3% |
| RBLX Roblox Corp. Class A | 3.78% | 2,131,061 | $120.5M | Reduce -16.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.65% | 8,095,086 | $116.3M | Add +18.7% |
| FWONK Liberty Media Corp. Class C | 3.39% | 1,268,962 | $107.9M | New |
| AFRM Affirm Holdings Inc. | 3.17% | 2,205,556 | $101.1M | Add +15.7% |
| AUR Aurora Innovation Inc. | 1.39% | 10,733,049 | $44.2M | Reduce -8.4% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Sold out | 0.00% | −7.11 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −3.13 |
| DUOL Duolingo | Sold out | 0.00% | −2.47 |
| AMZN Amazon.com Inc. | Reduce -21.6% | 13.07% | −1.44 |
| RBLX Roblox Corp. Class A | Reduce -16.2% | 3.78% | −1.29 |
| CPNG Coupang Inc. | Reduce -13.7% | 8.80% | −1.20 |
| AUR Aurora Innovation Inc. | Reduce -8.4% | 1.39% | +0.28 |
| MELI MercadoLibre Inc. | Reduce -0.4% | 15.14% | +1.25 |
| FERG Ferguson Enterprises Inc. | Reduce -8.3% | 10.06% | +1.85 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -8.3% | 10.18% | +1.95 |
Portfolio Buys Q4 2025 → Q1 2026
| FWONK Liberty Media Corp. Class C | New | 3.39% | +3.39 |
| GOOG Alphabet Inc. Class C | Add +24.0% | 9.38% | +2.88 |
| V Visa Inc. Class A | Add +39.0% | 7.25% | +2.50 |
| NFLX Netflix Inc. | Add +8.3% | 4.42% | +1.30 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +18.7% | 3.65% | +0.84 |
| DASH DoorDash Inc. Class A | Add +33.9% | 6.33% | +0.73 |
| AFRM Affirm Holdings Inc. | Add +15.7% | 3.17% | −0.32 |
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 |