13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002377
Total Value
$3.29B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,254,255 | $428.9M | 13.03% |
| 2 | MERCADOLIBRE INC | MELI | 215,366 | $420.2M | 12.76% |
| 3 | HILTON WORLDWIDE HLDGS INC | HLT | 1,210,901 | $275.5M | 8.37% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 1,561,176 | $250.1M | 7.60% |
| 5 | COUPANG INC | CPNG | 11,008,260 | $241.4M | 7.33% |
| 6 | ALPHABET INC | GOOG | 1,474,970 | $230.4M | 7.00% |
| 7 | MICROSOFT CORP | MSFT | 587,535 | $220.6M | 6.70% |
| 8 | ROBLOX CORP | RBLX | 3,001,281 | $174.9M | 5.31% |
| 9 | ATLASSIAN CORPORATION | TEAM | 735,159 | $156.0M | 4.74% |
| 10 | DUOLINGO INC | DUOL | 497,731 | $154.6M | 4.69% |
| 11 | PAYPAL HLDGS INC | PYPL | 2,251,191 | $146.9M | 4.46% |
| 12 | VISA INC | V | 387,672 | $135.9M | 4.13% |
| 13 | BOOKING HOLDINGS INC | BKNG | 28,592 | $131.7M | 4.00% |
| 14 | SHERWIN WILLIAMS CO | SHW | 349,557 | $122.1M | 3.71% |
| 15 | AFFIRM HLDGS INC | AFRM | 2,081,957 | $94.1M | 2.86% |
| 16 | AURORA INNOVATION INC | AUROW | 8,887,202 | $59.8M | 1.82% |
| 17 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,849,570 | $30.8M | 0.94% |
| 18 | MAPLEBEAR INC | CART | 466,979 | $18.6M | 0.57% |