Foxhaven Asset Management, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| DOORDASH INC | 0 | 1,003,963 | +1,003,963 | 0 | 227,377,540 | +227,377,540 |
| NETFLIX INC | 0 | 1,352,870 | +1,352,870 | 0 | 126,845,091 | +126,845,091 |
| NU HLDGS LTD | 0 | 6,817,430 | +6,817,430 | 0 | 114,123,778 | +114,123,778 |
| MERCADOLIBRE INC | 200,015 | 279,941 | +79,926 | 467,423,054 | 563,873,959 | +96,450,905 |
| AMAZON COM INC | 2,292,693 | 2,550,407 | +257,714 | 503,406,602 | 588,684,944 | +85,278,342 |
| COUPANG INC | 10,703,671 | 17,200,310 | +6,496,639 | 344,658,206 | 405,755,313 | +61,097,107 |
| HILTON WORLDWIDE HLDGS INC | 1,178,182 | 1,162,590 | -15,592 | 305,667,538 | 333,953,978 | +28,286,440 |
| MICROSOFT CORP | 503,424 | 596,657 | +93,233 | 260,748,461 | 288,555,258 | +27,806,797 |
| ALPHABET INC | 991,937 | 840,186 | -151,751 | 241,586,256 | 263,650,367 | +22,064,111 |
| VISA INC | 537,520 | 549,336 | +11,816 | 183,498,578 | 192,657,629 | +9,159,051 |
| AFFIRM HLDGS INC | 1,932,481 | 1,906,882 | -25,599 | 141,225,711 | 141,929,227 | +703,516 |
| FERGUSON ENTERPRISES INC | 1,518,157 | 1,498,065 | -20,092 | 340,947,699 | 333,514,211 | -7,433,488 |
| SEA LTD | 790,285 | 996,430 | +206,145 | 141,247,638 | 127,114,575 | -14,133,063 |
| AURORA INNOVATION INC | 11,869,939 | 11,712,708 | -157,231 | 63,978,971 | 44,976,799 | -19,002,172 |
| DUOLINGO INC | 499,917 | 571,840 | +71,923 | 160,893,287 | 100,357,920 | -60,535,367 |
| ROBLOX CORP | 2,463,065 | 2,542,163 | +79,098 | 341,183,764 | 205,991,468 | -135,192,296 |