Foxhaven Asset Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Foxhaven Asset Management, LP disclosed 14 US equity positions worth $3.2bn in its Q1 2026 13F filing. The largest position was MELI at 15.1% of the reported book, followed by AMZN and HLT.
What did Foxhaven Asset Management, LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 15.1% | $482.3m | 278,934 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 13.1% | $416.3m | 1,998,975 | – | |
| 3 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 10.2% | $324.4m | 1,066,664 | – | |
| 4 | FERG FERGUSON ENTERPRISES INC | Industrials | 10.1% | $320.6m | 1,374,460 | – | |
| 5 | GOOG ALPHABET INC | Communication Services | 9.4% | $298.8m | 1,041,770 | – | |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 8.8% | $280.3m | 14,848,868 | – | |
| 7 | V VISA INC | Financial Services | 7.2% | $230.9m | 763,821 | – | |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 6.3% | $201.8m | 1,343,876 | – | |
| 9 | NFLX NETFLIX INC. | Communication Services | 4.4% | $140.9m | 1,465,626 | – | |
| 10 | RBLX ROBLOX CORP | Communication Services | 3.8% | $120.5m | 2,131,061 | – | |
| 11 | NU NU HLDGS LTD | Financial Services | 3.7% | $116.3m | 8,095,086 | – | |
| 12 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 3.4% | $107.9m | 1,268,962 | – | |
| 13 | AFRM AFFIRM HLDGS INC | Financial Services | 3.2% | $101.1m | 2,205,556 | – | |
| 14 | AUR AURORA INNOVATION INC | Consumer Cyclical | 1.4% | $44.2m | 10,733,049 | – |
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.