Foxhaven Asset Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LIBERTY MEDIA CORP DEL(FWONA) | 0 | 1,268,962 | +1,268,962 | 0 | 107,887,149 | 3.39% | +107,887,149 |
| VISA INC(V) | 549,336 | 763,821 | +214,485 | 192,657,629 | 230,857,259 | 7.25% | +38,199,630 |
| ALPHABET INC(GOOG) | 840,186 | 1,041,770 | +201,584 | 263,650,367 | 298,842,142 | 9.38% | +35,191,775 |
| NETFLIX INC.(NFLX) | 1,352,870 | 1,465,626 | +112,756 | 126,845,091 | 140,919,940 | 4.42% | +14,074,849 |
| NU HLDGS LTD(NU) | 6,817,430 | 8,095,086 | +1,277,656 | 114,123,778 | 116,326,386 | 3.65% | +2,202,608 |
| AURORA INNOVATION INC | 11,712,708 | 10,733,049 | -979,659 | 44,976,799 | 44,220,162 | 1.39% | -756,637 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 1,162,590 | 1,066,664 | -95,926 | 333,953,978 | 324,351,189 | 10.18% | -9,602,789 |
| FERGUSON ENTERPRISES INC(FERG) | 1,498,065 | 1,374,460 | -123,605 | 333,514,211 | 320,606,540 | 10.06% | -12,907,671 |
| DOORDASH INC(DASH) | 1,003,963 | 1,343,876 | +339,913 | 227,377,540 | 201,782,981 | 6.33% | -25,594,559 |
| AFFIRM HLDGS INC(AFRM) | 1,906,882 | 2,205,556 | +298,674 | 141,929,227 | 101,058,576 | 3.17% | -40,870,651 |
| MERCADOLIBRE INC(MELI) | 279,941 | 278,934 | -1,007 | 563,873,959 | 482,282,465 | 15.14% | -81,591,494 |
| ROBLOX CORP(RBLX) | 2,542,163 | 2,131,061 | -411,102 | 205,991,468 | 120,532,810 | 3.78% | -85,458,658 |
| DUOLINGO INC(DUOL) | 571,840 | 0 | -571,840 | 100,357,920 | 0 | — | -100,357,920 |
| COUPANG INC(CPNG) | 17,200,310 | 14,848,868 | -2,351,442 | 405,755,313 | 280,346,628 | 8.80% | -125,408,685 |
| SEA LTD(SE) | 996,430 | 0 | -996,430 | 127,114,575 | 0 | — | -127,114,575 |
| AMAZON COM INC(AMZN) | 2,550,407 | 1,998,975 | -551,432 | 588,684,944 | 416,326,523 | 13.07% | -172,358,421 |
| MICROSOFT CORP(MSFT) | 596,657 | 0 | -596,657 | 288,555,258 | 0 | — | -288,555,258 |