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 NU
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,326,385 | 8,095,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,123,778 | 6,817,430 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||