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
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
MELI
MercadoLibre Inc
215,366
420,151.1
-1.39%
12.760
-0.14%
0.420
+15.69%
+39.91%
120,612.1
Retail - Cyclical
HLT
Hilton Worldwide Holdings Inc
1,210,901
275,540.5
+3.70%
8.370
+0.30%
0.510
+32.47%
+9.71%
64,381.0
Travel & Leisure
FERG
Ferguson Enterprises Inc
1,561,176
250,147.2
+4.73%
7.600
+0.34%
0.780
+37.46%
+27.88%
44,147.0
Industrial Distribution
CPNG
Coupang Inc
11,008,260
241,411.1
-3.59%
7.330
-0.24%
0.610
+48.56%
+42.81%
56,992.1
Retail - Cyclical
GOOG
Alphabet Inc
1,474,970
230,434.6
+31.36%
7.000
+1.67%
0.010
+27.71%
+0.61%
2,312,548.2
Interactive Media
MSFT
Microsoft Corp
587,535
220,554.8
+5.58%
6.700
+0.35%
0.010
+42.29%
+21.48%
3,791,043.3
Software
RBLX
Roblox Corp
3,001,281
174,944.7
-0.26%
5.310
-0.01%
0.440
+107.81%
+115.17%
84,446.4
Interactive Media
TEAM
Atlassian Corp
735,159
156,008.1
-31.61%
4.740
-2.22%
0.280
+0.79%
-20.14%
51,020.6
Software
DUOL
Duolingo Inc
497,731
154,565.4
-23.83%
4.690
-1.35%
1.100
+12.59%
+9.75%
16,174.9
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
$194.36
-26.34%
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
$262.28
-15.67%
Sold Out
0
-241,450
CARG
CarGurus Inc
2025-03-31
Sold Out
Sold Out
-2.13%
●
28.82 ($35.03) 40.55
$33.22
-5.17%
Sold Out
0
-2,171,853
GOOG
Alphabet Inc
2025-03-31
Add
Add
+1.67%
●
156.06 ($183.12) 207.71
$191.15
4.39%
Add 31.36%
1,474,970
352,090
DUOL
Duolingo Inc
2025-03-31
Reduce
Reduce
-1.35%
●
272.49 ($342.01) 441.39
$355.85
4.05%
Reduce -23.83%
497,731
-155,710
SHW
Sherwin-Williams Co
2025-03-31
Reduce
Reduce
-1.17%
●
330.16 ($350.95) 365.55
$341.30
-2.75%
Reduce -26.79%
349,557
-127,896
AFRM
Affirm Holdings Inc
2025-03-31
Add
Add
+1.03%
●
43.7 ($59.25) 80.98
$66.75
12.66%
Add 56.69%
2,081,957
753,273
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.70%
●
190.26 ($217) 242.06
$229.30
5.67%
Add 5.68%
2,254,255
121,257
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.35%
●
375.39 ($407.71) 447.2
$510.06
25.10%
Add 5.58%
587,535
31,065
FERG
Ferguson Enterprises Inc
2025-03-31
Add
Add
+0.34%
●
155.08 ($173.36) 185.81
$219.98
26.89%
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

Discussions on Foxhaven Asset Management, LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.