Foxhaven Asset Management, LP

CIK 0001590531 · CHARLOTTESVILLE, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Foxhaven Asset Management, LP reported 16 positions worth $3.73B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MELI (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.73B
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.1%
Est. Net Flow (Q)
2026 Q2
10 / 16 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MELIMERCADOLIBRE INCSH$519.8M13.94%306,247
2AMZNAMAZON COM INCSH$512.9M13.75%2,151,990
3GOOGALPHABET INCSH$358.5M9.61%1,014,534
4FERGFERGUSON ENTERPRISES INCSH$351.2M9.41%1,479,590
5HLTHILTON WORLDWIDE HLDGS INCSH$328.8M8.81%994,998
6VVISA INCSH$296.6M7.95%864,596
7DASHDOORDASH INCSH$267.0M7.16%1,446,858
8NVDANVIDIA CORPORATIONSH$202.4M5.43%1,011,481
9CPNGCOUPANG INCSH$200.2M5.37%11,527,293
10CEGCONSTELLATION ENERGY CORPSH$138.3M3.71%556,719

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Foxhaven Asset Management, LP hold as of Q2 2026?

Foxhaven Asset Management, LP reported 16 positions worth $3.73B in its Q2 2026 13F filing. Largest positions: MELI (13.9%), AMZN (13.7%), GOOG (9.6%), FERG (9.4%) and HLT (8.8%).

What did Foxhaven Asset Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Foxhaven Asset Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.