Foxhaven Asset Management, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Foxhaven Asset Management, LP disclosed 16 US equity positions worth $4.1bn in its Q4 2025 13F filing. The largest position was AMZN at 14.5% of the reported book, followed by MELI and CPNG. Against the Q3 2025 filing, it opened 3 new positions, added to 8 and reduced 5 among the top 16 holdings.
What did Foxhaven Asset Management, LP own in Q4 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 14.5% | $588.7m | 2,550,407 | 11% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 13.9% | $563.9m | 279,941 | 40% | added |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 10.0% | $405.8m | 17,200,310 | 61% | added |
| 4 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 8.2% | $334.0m | 1,162,590 | -1% | reduced |
| 5 | FERG FERGUSON ENTERPRISES INC | Industrials | 8.2% | $333.5m | 1,498,065 | -1% | reduced |
| 6 | MSFT MICROSOFT CORP | Technology | 7.1% | $288.6m | 596,657 | 19% | added |
| 7 | GOOG ALPHABET INC | Communication Services | 6.5% | $263.7m | 840,186 | -15% | reduced |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 5.6% | $227.4m | 1,003,963 | – | new |
| 9 | RBLX ROBLOX CORP | Communication Services | 5.1% | $206.0m | 2,542,163 | 3% | added |
| 10 | V VISA INC | Financial Services | 4.7% | $192.7m | 549,336 | 2% | added |
| 11 | AFRM AFFIRM HLDGS INC | Financial Services | 3.5% | $141.9m | 1,906,882 | -1% | reduced |
| 12 | SE SEA LTD | Consumer Cyclical | 3.1% | $127.1m | 996,430 | 26% | added |
| 13 | NFLX NETFLIX INC | Communication Services | 3.1% | $126.8m | 1,352,870 | – | new |
| 14 | NU NU HLDGS LTD | Financial Services | 2.8% | $114.1m | 6,817,430 | – | new |
| 15 | DUOL DUOLINGO INC | Technology | 2.5% | $100.4m | 571,840 | 14% | added |
| 16 | AUR AURORA INNOVATION INC | 1.1% | $45.0m | 11,712,708 | -1% | reduced |
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.