Foxhaven Asset Management as of Dec. 31, 2025
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.5 | $589M | 2.6M | 230.82 | |
| MercadoLibre (MELI) | 13.9 | $564M | 280k | 2014.26 | |
| Coupang Cl A (CPNG) | 10.0 | $406M | 17M | 23.59 | |
| Hilton Worldwide Holdings (HLT) | 8.2 | $334M | 1.2M | 287.25 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.2 | $334M | 1.5M | 222.63 | |
| Microsoft Corporation (MSFT) | 7.1 | $289M | 597k | 483.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.5 | $264M | 840k | 313.80 | |
| Doordash Cl A (DASH) | 5.6 | $227M | 1.0M | 226.48 | |
| Roblox Corp Cl A (RBLX) | 5.1 | $206M | 2.5M | 81.03 | |
| Visa Com Cl A (V) | 4.7 | $193M | 549k | 350.71 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.5 | $142M | 1.9M | 74.43 | |
| Sea Sponsord Ads (SE) | 3.1 | $127M | 996k | 127.57 | |
| Netflix (NFLX) | 3.1 | $127M | 1.4M | 93.76 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.8 | $114M | 6.8M | 16.74 | |
| Duolingo Cl A Com (DUOL) | 2.5 | $100M | 572k | 175.50 | |
| Aurora Innovation Class A Com (AUR) | 1.1 | $45M | 12M | 3.84 |
