13F HOLDINGS REPORT
Foxhaven Asset Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001097
Total Value
$4.06B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,550,407 | $588.7M | 14.50% |
| 2 | MERCADOLIBRE INC | MELI | 279,941 | $563.9M | 13.89% |
| 3 | COUPANG INC | CPNG | 17,200,310 | $405.8M | 10.00% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 1,162,590 | $334.0M | 8.23% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 1,498,065 | $333.5M | 8.22% |
| 6 | MICROSOFT CORP | MSFT | 596,657 | $288.6M | 7.11% |
| 7 | ALPHABET INC | GOOG | 840,186 | $263.7M | 6.49% |
| 8 | DOORDASH INC | DASH | 1,003,963 | $227.4M | 5.60% |
| 9 | ROBLOX CORP | RBLX | 2,542,163 | $206.0M | 5.07% |
| 10 | VISA INC | V | 549,336 | $192.7M | 4.75% |
| 11 | AFFIRM HLDGS INC | AFRM | 1,906,882 | $141.9M | 3.50% |
| 12 | SEA LTD | SE | 996,430 | $127.1M | 3.13% |
| 13 | NETFLIX INC | NFLX | 1,352,870 | $126.8M | 3.12% |
| 14 | NU HLDGS LTD | NU | 6,817,430 | $114.1M | 2.81% |
| 15 | DUOLINGO INC | DUOL | 571,840 | $100.4M | 2.47% |
| 16 | AURORA INNOVATION INC | AUROW | 11,712,708 | $45.0M | 1.11% |