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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001590531

Foxhaven Asset Management, LP

Charlottesville, VA · File #028-16032

Latest AUM
$4.06B
Positions
16
Top-10 Concentration
83.9%
Filings
12

Sector Allocation

Financials
11.1%$448.7M
Technology
9.6%$388.9M
Industrials
8.2%$333.5M

Filing History

View all filings →

Top 16 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMAZON COM INCAMZN2,550,407$588.7M14.50%
2MERCADOLIBRE INCMELI279,941$563.9M13.89%
3COUPANG INCCPNG17,200,310$405.8M10.00%
4HILTON WORLDWIDE HLDGS INCHLT1,162,590$334.0M8.23%
5FERGUSON ENTERPRISES INCFERG1,498,065$333.5M8.22%
6MICROSOFT CORPMSFT596,657$288.6M7.11%
7ALPHABET INCGOOG840,186$263.7M6.49%
8DOORDASH INCDASH1,003,963$227.4M5.60%
9ROBLOX CORPRBLX2,542,163$206.0M5.07%
10VISA INCV549,336$192.7M4.75%
11AFFIRM HLDGS INCAFRM1,906,882$141.9M3.50%
12SEA LTDSE996,430$127.1M3.13%
13NETFLIX INCNFLX1,352,870$126.8M3.12%
14NU HLDGS LTDNU6,817,430$114.1M2.81%
15DUOLINGO INCDUOL571,840$100.4M2.47%
16AURORA INNOVATION INCAUROW11,712,708$45.0M1.11%