13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005065
Total Value
$4.34B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,292,693 | $503.4M | 11.59% |
| 2 | MERCADOLIBRE INC | MELI | 200,015 | $467.4M | 10.76% |
| 3 | ARK ETF TR | 00214Q104 | 4,000,000 | $345.2M | 7.95% |
| 4 | COUPANG INC | CPNG | 10,703,671 | $344.7M | 7.94% |
| 5 | ROBLOX CORP | RBLX | 2,463,065 | $341.2M | 7.86% |
| 6 | FERGUSON ENTERPRISES INC | FERG | 1,518,157 | $340.9M | 7.85% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 1,178,182 | $305.7M | 7.04% |
| 8 | MICROSOFT CORP | MSFT | 503,424 | $260.7M | 6.00% |
| 9 | ALPHABET INC | GOOG | 991,937 | $241.6M | 5.56% |
| 10 | VISA INC | V | 537,520 | $183.5M | 4.22% |
| 11 | DUOLINGO INC | DUOL | 499,917 | $160.9M | 3.70% |
| 12 | SHOPIFY INC | SHOP | 1,051,834 | $156.3M | 3.60% |
| 13 | SEA LTD | SE | 790,285 | $141.2M | 3.25% |
| 14 | AFFIRM HLDGS INC | AFRM | 1,932,481 | $141.2M | 3.25% |
| 15 | WIX COM LTD | WIX | 689,041 | $122.4M | 2.82% |
| 16 | PAYPAL HLDGS INC | PYPL | 1,742,841 | $116.9M | 2.69% |
| 17 | AURORA INNOVATION INC | AUROW | 11,869,939 | $64.0M | 1.47% |
| 18 | BOOKING HOLDINGS INC | BKNG | 11,321 | $61.1M | 1.41% |
| 19 | WARNER BROS DISCOVERY INC | WBD | 1,474,450 | $28.8M | 0.66% |
| 20 | MAPLEBEAR INC | CART | 442,085 | $16.3M | 0.37% |