Foxhaven Asset Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Foxhaven Asset Management, LP disclosed 18 US equity positions worth $4.1bn in its Q2 2025 13F filing. The largest position was MELI at 13.0% of the reported book, followed by AMZN and FERG. Against the Q1 2025 filing, it opened 2 new positions, added to 1 and reduced 5 among the top 18 holdings.
What did Foxhaven Asset Management, LP own in Q2 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 13.0% | $538.6m | 206,067 | -4% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 11.9% | $494.6m | 2,254,255 | 0% | held |
| 3 | FERG FERGUSON ENTERPRISES INC | Industrials | 8.2% | $339.9m | 1,561,176 | 0% | held |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 8.0% | $329.8m | 11,008,260 | 0% | held |
| 5 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 7.8% | $322.5m | 1,210,901 | 0% | held |
| 6 | RBLX ROBLOX CORP | Communication Services | 7.6% | $315.7m | 3,001,281 | 0% | held |
| 7 | MSFT MICROSOFT CORP | Technology | 7.1% | $292.2m | 587,535 | 0% | held |
| 8 | GOOG ALPHABET INC | Communication Services | 6.3% | $261.6m | 1,474,970 | 0% | held |
| 9 | AFRM AFFIRM HLDGS INC | Financial Services | 4.8% | $200.3m | 2,896,908 | 39% | added |
| 10 | DUOL DUOLINGO INC | Technology | 4.2% | $174.7m | 426,145 | -14% | reduced |
| 11 | SHOP SHOPIFY INC | Technology | 3.8% | $156.0m | 1,352,791 | – | new |
| 12 | SE SEA LTD | Consumer Cyclical | 3.7% | $151.8m | 949,050 | – | new |
| 13 | V VISA INC | Financial Services | 3.3% | $137.6m | 387,672 | 0% | held |
| 14 | TEAM ATLASSIAN CORPORATION | Technology | 3.3% | $136.5m | 671,890 | -9% | reduced |
| 15 | PYPL PAYPAL HLDGS INC | Financial Services | 3.2% | $133.4m | 1,795,025 | -20% | reduced |
| 16 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 2.2% | $91.8m | 15,860 | -45% | reduced |
| 17 | AUR AURORA INNOVATION INC | 1.1% | $46.6m | 8,887,202 | 0% | held | |
| 18 | CART MAPLEBEAR INC | Consumer Cyclical | 0.5% | $21.1m | 466,979 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.