Foxhaven Asset Management, LP
Top Portfolio Positions
12 positions ·
$2,779,611,452 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
278,934 | $482,282,464 | 17.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,998,975 | $416,326,523 | 14.98% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
1,066,664 | $324,351,189 | 11.67% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
1,374,460 | $320,606,539 | 11.53% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
14,848,868 | $280,346,627 | 10.09% | |
| V |
Visa Inc.
Financial Services
|
763,821 | $230,857,259 | 8.31% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
1,343,876 | $201,782,981 | 7.26% | |
| NFLX |
Netflix Inc
Communication Services
|
1,465,626 | $140,919,939 | 5.07% | |
| RBLX |
Roblox Corp
Communication Services
|
2,131,061 | $120,532,810 | 4.34% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
8,095,086 | $116,326,385 | 4.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HLT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,351,189 | 1,066,664 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $333,953,977 | 1,162,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $305,667,538 | 1,178,182 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,511,372 | 1,210,901 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $275,540,522 | 1,210,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $288,613,428 | 1,167,719 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $325,575,026 | 1,412,473 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $324,738,986 | 1,488,263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $317,461,380 | 1,488,263 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $277,999,352 | 1,526,714 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,586,239 | 1,455,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $211,847,297 | 1,455,495 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,035,580 | 1,455,495 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $238,523,454 | 1,887,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $227,688,343 | 1,887,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $193,418,161 | 1,735,626 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $242,412,995 | 1,597,555 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $249,771,811 | 1,601,204 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $162,925,714 | 1,233,258 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $114,209,408 | 946,853 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $114,493,464 | 946,853 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $174,884,587 | 1,571,855 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $186,818,037 | 2,189,616 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $92,685,086 | 1,261,880 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $78,228,902 | 1,146,379 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||