Foxhaven Asset Management, Lp Top Holdings and 13F Report (2025) About Foxhaven Asset Management, LpInvestment ActivityFoxhaven Asset Management, Lp has $4.14 billion in total holdings as of June 30, 2025.Foxhaven Asset Management, Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 7.89% of the portfolio was sold this quarter.This quarter, Foxhaven Asset Management, Lp has purchased 18 new stocks and bought additional shares in 1 stock.Foxhaven Asset Management, Lp sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings MercadoLibre $538,582,893Amazon.com $494,561,004FERGUSON ENTERPRISES INC $339,946,074Coupang $329,807,470Hilton Worldwide $322,511,372 Largest New Holdings this Quarter 82509L107 - SHOPIFY INC $156,044,442 Holding81141R100 - SEA $151,791,057 Holding Largest Purchases this Quarter SHOPIFY INC 1,352,791 shares (about $156.04M)SEA 949,050 shares (about $151.79M)Affirm 814,951 shares (about $56.35M) Largest Sales this Quarter Booking 12,732 shares (about $73.71M)PayPal 456,166 shares (about $33.90M)DUOLINGO INC 71,586 shares (about $29.35M)MercadoLibre 9,299 shares (about $24.30M)Atlassian 63,269 shares (about $12.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoxhaven Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMELIMercadoLibre$538,582,893$24,304,145 ▼-4.3%206,06713.0%Retail/WholesaleAMZNAmazon.com$494,561,0040.0%2,254,25511.9%Retail/WholesaleFERGUSON ENTERPRISES INC$339,946,0740.0%1,561,1768.2%COMMON STOCK NEWCPNGCoupang$329,807,4700.0%11,008,2608.0%Retail/WholesaleHLTHilton Worldwide$322,511,3720.0%1,210,9017.8%Consumer DiscretionaryRBLXRoblox$315,734,7610.0%3,001,2817.6%Consumer DiscretionaryMSFTMicrosoft$292,245,7840.0%587,5357.1%Computer and TechnologyGOOGAlphabet$261,644,9280.0%1,474,9706.3%Computer and TechnologyAFRMAffirm$200,292,219$56,345,712 ▲39.1%2,896,9084.8%Computer and TechnologyDUOLINGO INC$174,727,973$29,351,692 ▼-14.4%426,1454.2%CL A COMSHOPIFY INC$156,044,442$156,044,442 ▲New Holding1,352,7913.8%CL A SUB VTG SHSSESEA$151,791,057$151,791,057 ▲New Holding949,0503.7%Computer and TechnologyVVisa$137,642,9440.0%387,6723.3%Business ServicesTEAMAtlassian$136,454,140$12,849,301 ▼-8.6%671,8903.3%Computer and TechnologyPYPLPayPal$133,406,258$33,902,257 ▼-20.3%1,795,0253.2%Business ServicesBKNGBooking$91,817,346$73,708,603 ▼-44.5%15,8602.2%Retail/WholesaleAURAurora Innovation$46,568,9380.0%8,887,2021.1%Business ServicesMAPLEBEAR INC$21,126,1300.0%466,9790.5%COMSHWSherwin-Williams$0$122,061,809 ▼-100.0%00.0%Basic MaterialsFWRGFirst Watch Restaurant Group$0$30,795,341 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
