Investor
Foxhaven Asset Management, LP
CIK 0001590531 · filed 2026-05-15 · SEC filing
13F book
$3.19B
Positions
14
1 new · 3 sold
Largest name
15.1%
Mercadolibre Inc · MELI
Est. mark
−$404.5M
Price effect on 13 names still held. Flow −$468.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mercadolibre Inc | MELI | 278.9K | $482.3M | 15.1% | −$79.6M | Cut−$81.6M |
| Amazon Com Inc | AMZN | 2M | $416.3M | 13.1% | −$45.1M | Cut−$172.4M |
| Hilton Worldwide Hldgs Inc | — | 1.07M | $324.4M | 10.2% | $18M | Cut−$9.6M |
| Ferguson Enterprises Inc | — | 1.37M | $320.6M | 10.1% | $14.6M | Cut−$12.9M |
| Alphabet Inc | — | 1.04M | $298.8M | 9.4% | −$22.6M | Added$35.2M |
| Coupang, Inc. | CPNG | 14.8M | $280.3M | 8.8% | −$69.9M | Cut−$125.4M |
| Visa Inc. | V | 763.8K | $230.9M | 7.2% | −$26.6M | Added$38.2M |
| DoorDash, Inc. | DASH | 1.34M | $201.8M | 6.3% | −$76.6M | Added−$25.6M |
| Netflix Inc | NFLX | 1.47M | $140.9M | 4.4% | $3.23M | Added$14.1M |
| Roblox Corp | RBLX | 2.13M | $120.5M | 3.8% | −$52.1M | Cut−$85.5M |
| Nu Hldgs Ltd | — | 8.1M | $116.3M | 3.7% | −$16.2M | Added$2.2M |
| Liberty Media Corp Del | — | 1.27M | $107.9M | 3.4% | — | New |
| Affirm Hldgs Inc | — | 2.21M | $101.1M | 3.2% | −$54.6M | Added−$40.9M |
| Aurora Innovation Inc | — | 10.7M | $44.2M | 1.4% | $3.01M | Cut−$756.6K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.