Foxhaven Asset Management as of June 30, 2025
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 13.0 | $539M | 206k | 2613.63 | |
| Amazon (AMZN) | 11.9 | $495M | 2.3M | 219.39 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.2 | $340M | 1.6M | 217.75 | |
| Coupang Cl A (CPNG) | 8.0 | $330M | 11M | 29.96 | |
| Hilton Worldwide Holdings (HLT) | 7.8 | $323M | 1.2M | 266.34 | |
| Roblox Corp Cl A (RBLX) | 7.6 | $316M | 3.0M | 105.20 | |
| Microsoft Corporation (MSFT) | 7.1 | $292M | 588k | 497.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $262M | 1.5M | 177.39 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.8 | $200M | 2.9M | 69.14 | |
| Duolingo Cl A Com (DUOL) | 4.2 | $175M | 426k | 410.02 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.8 | $156M | 1.4M | 115.35 | |
| Sea Sponsord Ads (SE) | 3.7 | $152M | 949k | 159.94 | |
| Visa Com Cl A (V) | 3.3 | $138M | 388k | 355.05 | |
| Atlassian Corporation Cl A (TEAM) | 3.3 | $137M | 672k | 203.09 | |
| Paypal Holdings (PYPL) | 3.2 | $133M | 1.8M | 74.32 | |
| Booking Holdings (BKNG) | 2.2 | $92M | 16k | 5789.24 | |
| Aurora Innovation Class A Com (AUR) | 1.1 | $47M | 8.9M | 5.24 | |
| Maplebear (CART) | 0.5 | $21M | 467k | 45.24 |
