13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003476
Total Value
$4.14B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 206,067 | $538.6M | 12.99% |
| 2 | AMAZON COM INC | AMZN | 2,254,255 | $494.6M | 11.93% |
| 3 | FERGUSON ENTERPRISES INC | FERG | 1,561,176 | $339.9M | 8.20% |
| 4 | COUPANG INC | CPNG | 11,008,260 | $329.8M | 7.96% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 1,210,901 | $322.5M | 7.78% |
| 6 | ROBLOX CORP | RBLX | 3,001,281 | $315.7M | 7.62% |
| 7 | MICROSOFT CORP | MSFT | 587,535 | $292.2M | 7.05% |
| 8 | ALPHABET INC | GOOG | 1,474,970 | $261.6M | 6.31% |
| 9 | AFFIRM HLDGS INC | AFRM | 2,896,908 | $200.3M | 4.83% |
| 10 | DUOLINGO INC | DUOL | 426,145 | $174.7M | 4.22% |
| 11 | SHOPIFY INC | SHOP | 1,352,791 | $156.0M | 3.76% |
| 12 | SEA LTD | SE | 949,050 | $151.8M | 3.66% |
| 13 | VISA INC | V | 387,672 | $137.6M | 3.32% |
| 14 | ATLASSIAN CORPORATION | TEAM | 671,890 | $136.5M | 3.29% |
| 15 | PAYPAL HLDGS INC | PYPL | 1,795,025 | $133.4M | 3.22% |
| 16 | BOOKING HOLDINGS INC | BKNG | 15,860 | $91.8M | 2.22% |
| 17 | AURORA INNOVATION INC | AUROW | 8,887,202 | $46.6M | 1.12% |
| 18 | MAPLEBEAR INC | CART | 466,979 | $21.1M | 0.51% |