The Analysis of Foxhaven Asset Management, LP's Holdings
Currently, Foxhaven Asset Management, LP holds 19 types of securities in its portfolio with a total value $4.0B. In the most recent quarter, they have increased their positions in WIX (+689.0K shares, valued at $122.4M), V (+149.8K shares, valued at $51.2M), WBD (+1.5M shares, valued at $28.8M); decreased their positions in GOOG (-483.0K shares, valued at $117.6M), RBLX (-538.2K shares, valued at $74.6M), AFRM (-964.4K shares, valued at $70.5M); initiated new positions in WIX (+689.0K shares, valued at $122.4M), WBD (+1.5M shares, valued at $28.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC2.3M shares1.71%2025-09-302025-11-14
MELI MERCADOLIBRE INC200.0K shares-2.94%2025-09-302025-11-14 CPNG COUPANG INC10.7M shares-2.77%2025-09-302025-11-14 RBLX ROBLOX CORP2.5M shares-17.93%2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC1.5M shares-2.76%2025-09-302025-11-14 HLT HILTON WORLDWIDE HLDGS INC1.2M shares-2.70%2025-09-302025-11-14 MSFT MICROSOFT CORP503.4K shares-14.32%2025-09-302025-11-14 GOOG ALPHABET INC991.9K shares-32.75%2025-09-302025-11-14 V VISA INC537.5K shares38.65%2025-09-302025-11-14 DUOL DUOLINGO INC499.9K shares17.31%2025-09-302025-11-14 SHOP SHOPIFY INC1.1M shares-22.25%2025-09-302025-11-14 SE SEA LTD790.3K shares-16.73%2025-09-302025-11-14 AFRM AFFIRM HLDGS INC1.9M shares-33.29%2025-09-302025-11-14 WIX WIX COM LTD689.0K sharesnew addition2025-09-302025-11-14 PYPL PAYPAL HLDGS INC1.7M shares-2.91%2025-09-302025-11-14 AUR AURORA INNOVATION INC11.9M shares33.56%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC11.3K shares-28.62%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC1.5M sharesnew addition2025-09-302025-11-14 CART MAPLEBEAR INC442.1K shares-5.33%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
ARKK Put PutARK ETF TR4.0M sharesnew addition2025-09-302025-11-14