FA

Foxhaven Asset Management, LP

13F
Foxhaven Asset Management, LP
Last update 2025-05-15 18 Stocks (0 new)
Value $3.29 Bil Turnover 4 %
Countries:
Top Holdings: AMZN(13.03%)MELI(12.76%)HLT(8.37%)FERG(7.60%)CPNG(7.33%)
Summary Stock Picks Current Portfolio
Foxhaven Asset Management, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
2,254,255
428,894.6
+5.68%
13.030
+0.70%
0.020
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
MELI
MercadoLibre Inc
215,366
420,151.1
-1.39%
12.760
-0.14%
0.420
+12.05%
+40.24%
120,899.0
Retail - Cyclical
HLT
Hilton Worldwide Holdings Inc
1,210,901
275,540.5
+3.70%
8.370
+0.30%
0.510
+30.08%
+10.92%
65,091.7
Travel & Leisure
FERG
Ferguson Enterprises Inc
1,561,176
250,147.2
+4.73%
7.600
+0.34%
0.780
+37.15%
+29.66%
44,763.1
Industrial Distribution
CPNG
Coupang Inc
11,008,260
241,411.1
-3.59%
7.330
-0.24%
0.610
+41.97%
+40.04%
55,884.6
Retail - Cyclical
GOOG
Alphabet Inc
1,474,970
230,434.6
+31.36%
7.000
+1.67%
0.010
+24.98%
+1.11%
2,324,162.3
Interactive Media
MSFT
Microsoft Corp
587,535
220,554.8
+5.58%
6.700
+0.35%
0.010
+38.00%
+20.34%
3,755,441.4
Software
RBLX
Roblox Corp
3,001,281
174,944.7
-0.26%
5.310
-0.01%
0.440
+93.40%
+107.74%
81,529.8
Interactive Media
TEAM
Atlassian Corp
735,159
156,008.1
-31.61%
4.740
-2.22%
0.280
-0.93%
-18.46%
52,091.7
Software
DUOL
Duolingo Inc
497,731
154,565.4
-23.83%
4.690
-1.35%
1.100
+5.91%
+9.87%
16,192.2
Software

Foxhaven Asset Management, LP's Historical Top Holdings Breakdowns

Foxhaven Asset Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TEAM
Atlassian Corp
2025-03-31
Reduce
Reduce
-2.22%
●
208 ($263.86) 322.94
$198.44
-24.79%
Reduce -31.61%
735,159
-339,775
CRM
Salesforce Inc
2025-03-31
Sold Out
Sold Out
-2.16%
●
268.36 ($311.03) 359.95
$263.59
-15.25%
Sold Out
0
-241,450
CARG
CarGurus Inc
2025-03-31
Sold Out
Sold Out
-2.13%
●
28.82 ($35.03) 40.55
$33.30
-4.94%
Sold Out
0
-2,171,853
GOOG
Alphabet Inc
2025-03-31
Add
Add
+1.67%
●
156.06 ($183.12) 207.71
$192.11
4.91%
Add 31.36%
1,474,970
352,090
DUOL
Duolingo Inc
2025-03-31
Reduce
Reduce
-1.35%
●
272.49 ($342.01) 441.39
$356.23
4.16%
Reduce -23.83%
497,731
-155,710
SHW
Sherwin-Williams Co
2025-03-31
Reduce
Reduce
-1.17%
●
330.16 ($350.95) 365.55
$340.07
-3.10%
Reduce -26.79%
349,557
-127,896
AFRM
Affirm Holdings Inc
2025-03-31
Add
Add
+1.03%
●
43.7 ($59.25) 80.98
$65.43
10.43%
Add 56.69%
2,081,957
753,273
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.70%
●
190.26 ($217) 242.06
$227.47
4.82%
Add 5.68%
2,254,255
121,257
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.35%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Add 5.58%
587,535
31,065
FERG
Ferguson Enterprises Inc
2025-03-31
Add
Add
+0.34%
●
155.08 ($173.36) 185.81
$223.05
28.66%
Add 4.73%
1,561,176
70,480

Foxhaven Asset Management, LP Total Holding History ($B)

To

Foxhaven Asset Management, LP's Asset Allocation

To

Foxhaven Asset Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Foxhaven Asset Management, LP's Hypothetical Growth since 2025-03-31

Foxhaven Asset Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Foxhaven Asset Management, LP's Holdings Heat Map

Size field:

Foxhaven Asset Management, LP's Holdings Bubble Chart

Foxhaven Asset Management, LP News

  • 1

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