Foxhaven Asset Management, LP
13F Reported Value
ⓘ$3.2B
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Foxhaven Asset Management, LP disclosed 14 positions worth $3.2B in its Form 13F-HR for Q1 2026, led by $MELI (MERCADOLIBRE INC) at 15.1% of the equity portfolio, followed by $AMZN and $HLT. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $FWONA and a full exit from $MSFT. The portfolio is most concentrated in Consumer Discretionary (57.2% of disclosed assets). All figures are sourced directly from Foxhaven Asset Management, LP’s Form 13F-HR filing with the SEC under CIK 1590531.
AI Fund Analysis
Concentrating
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 77.5#83
Quality
$482.3M278,934 sh - 74.6#152
Quality
$416.3M1,998,975 sh - 73.1#208
Quality
$324.4M1,066,664 sh - 58.9
Quality
$320.6M1,374,460 sh - 80.2
Quality
$298.8M1,041,770 sh - 56.4
Quality
$280.3M14,848,868 sh - 83.5
Quality
$230.9M763,821 sh - 70.6
Quality
$201.8M1,343,876 sh - 86.7
Quality
$140.9M1,465,626 sh - 53.7
Quality
$120.5M2,131,061 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MERCADOLIBRE INC$MELI | 77.5#83 | $482.3M | 278,934 |
 AMAZON COM INC$AMZN | 74.6#152 | $416.3M | 1,998,975 |
 Hilton Worldwide Holdings Inc.$HLT | 73.1#208 | $324.4M | 1,066,664 |
 Ferguson Enterprises Inc. /DE/$FERG | 58.9 | $320.6M | 1,374,460 |
 Alphabet Inc.$GOOGL | 80.2 | $298.8M | 1,041,770 |
 Coupang, Inc.$CPNG | 56.4 | $280.3M | 14,848,868 |
 VISA INC.$V | 83.5 | $230.9M | 763,821 |
 DoorDash, Inc.$DASH | 70.6 | $201.8M | 1,343,876 |
 NETFLIX INC$NFLX | 86.7 | $140.9M | 1,465,626 |
 Roblox Corp$RBLX | 53.7 | $120.5M | 2,131,061 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Foxhaven Asset Management, LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Consumer Discretionary
$1.8B
Technology
$463.6M
Financials
$448.2M
Communication Services
$248.8M
Industrials
$201.8M
Full Holdings — Foxhaven Asset Management, LP (Q1 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MELI | MERCADOLIBRE INC | $482.3M | 15.1% | -0% | 77.5 |
| 2 | $AMZN | AMAZON COM INC | $416.3M | 13.1% | -22% | 74.6 |
| 3 | $HLT | Hilton Worldwide Holdings Inc. | $324.4M | 10.2% | -8% | 73.1 |
| 4 | $FERG | Ferguson Enterprises Inc. /DE/ | $320.6M | 10.1% | -8% | 58.9 |
| 5 | $GOOGL | Alphabet Inc. | $298.8M | 9.4% | +24% | 80.2 |
| 6 | $CPNG | Coupang, Inc. | $280.3M | 8.8% | -14% | 56.4 |
| 7 | $V | VISA INC. | $230.9M | 7.3% | +39% | 83.5 |
| 8 | $DASH | DoorDash, Inc. | $201.8M | 6.3% | +34% | 70.6 |
| 9 | $NFLX | NETFLIX INC | $140.9M | 4.4% | +8% | 86.7 |
| 10 | $RBLX | Roblox Corp | $120.5M | 3.8% | -16% | 53.7 |
| 11 |  $NU | Nu Holdings Ltd. | $116.3M | 3.6% | +19% | — |
| 12 |  $FWONA | Liberty Media Corp | $107.9M | 3.4% | NEW | 51 |
| 13 |  $AFRM | Affirm Holdings, Inc. | $101.1M | 3.2% | +16% | 71.7 |
| 14 |  $AUR | Aurora Innovation, Inc. | $44.2M | 1.4% | -8% | 9.8 |
New Positions (1)
$FWONA Liberty Media Corp$107.9M
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