The Analysis of Foxhaven Asset Management, LP's Holdings & P&L

Currently, Foxhaven Asset Management, LP holds 14 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in N/A (+1.3M shares, valued at $107.9M), V (+214.5K shares, valued at $64.8M), N/A (+201.6K shares, valued at $57.8M); decreased their positions in AMZN (-551.4K shares, valued at $114.8M), CPNG (-2.4M shares, valued at $44.4M), HLT (-95.9K shares, valued at $29.2M); initiated new positions in N/A (+1.3M shares, valued at $107.9M).

1M P&L

-106.0M-3.34%

3M P&L

-19.8M-0.64%

HY P&L

-404.2M-11.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail1.7B

48.7%

2Software - Infrastructure430.5M

12.4%

3Lodging334.0M

9.6%

Top Industries by Stock Count

1Internet Retail4 stocks

28.6%

2Software - Infrastructure2 stocks

14.3%

3Information Technology Services1 stocks

7.1%

Sponsored

NFLX NETFLIX INC.1.5M shares8.33%2026-03-312026-05-15

RBLX ROBLOX CORP2.1M shares-16.17%2026-03-312026-05-15

NU NU HLDGS LTD8.1M shares18.74%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL1.3M sharesnew addition2026-03-312026-05-15

AFRM AFFIRM HLDGS INC2.2M shares15.66%2026-03-312026-05-15

AUR AURORA INNOVATION INC10.7M shares-8.36%2026-03-312026-05-15

MELI

MERCADOLIBRE INC

-0.36%

Shares278.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-21.62%

Shares2.0M

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

-8.25%

Shares1.1M

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

-8.25%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

23.99%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

-13.67%

Shares14.8M

Event2026-03-31

Filed2026-05-15

VISA INC

39.04%

Shares763.8K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

33.86%

Shares1.3M

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

8.33%

Shares1.5M

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

-16.17%

Shares2.1M

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

18.74%

Shares8.1M

Event2026-03-31

Filed2026-05-15

LIBERTY MEDIA CORP DEL

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

15.66%

Shares2.2M

Event2026-03-31

Filed2026-05-15

AUR

AURORA INNOVATION INC

-8.36%

Shares10.7M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available