Foxhaven Asset Management as of June 30, 2026
Portfolio Holdings for Foxhaven Asset Management
Foxhaven Asset Management holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 13.9 | $520M | 306k | 1697.39 | |
| Amazon (AMZN) | 13.7 | $513M | 2.2M | 238.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.6 | $359M | 1.0M | 353.33 | |
| Ferguson Enterprises Common Stock New (FERG) | 9.4 | $351M | 1.5M | 237.33 | |
| Hilton Worldwide Holdings (HLT) | 8.8 | $329M | 995k | 330.46 | |
| Visa Com Cl A (V) | 8.0 | $297M | 865k | 343.09 | |
| Doordash Cl A (DASH) | 7.2 | $267M | 1.4M | 184.53 | |
| NVIDIA Corporation (NVDA) | 5.4 | $202M | 1.0M | 200.09 | |
| Coupang Cl A (CPNG) | 5.4 | $200M | 12M | 17.37 | |
| Constellation Energy (CEG) | 3.7 | $138M | 557k | 248.37 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.5 | $130M | 1.4M | 95.14 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.4 | $125M | 1.5M | 81.55 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.1 | $116M | 8.7M | 13.36 | |
| Verisign (VRSN) | 2.5 | $94M | 374k | 251.56 | |
| Aurora Innovation Class A Com (AUR) | 2.1 | $79M | 12M | 6.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $10M | 89k | 114.18 |
