Foxhaven Asset Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Foxhaven Asset Management, LP disclosed 16 US equity positions worth $3.7bn in its Q2 2026 13F filing. The largest position was MELI at 13.9% of the reported book, followed by AMZN and GOOG. Against the Q1 2026 filing, it opened 4 new positions, added to 8 and reduced 4 among the top 16 holdings.
What did Foxhaven Asset Management, LP own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 13.9% | $519.8m | 306,247 | 10% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 13.7% | $512.9m | 2,151,990 | 8% | added |
| 3 | GOOG ALPHABET INC | Communication Services | 9.6% | $358.5m | 1,014,534 | -3% | reduced |
| 4 | FERG FERGUSON ENTERPRISES INC | Industrials | 9.4% | $351.2m | 1,479,590 | 8% | added |
| 5 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 8.8% | $328.8m | 994,998 | -7% | reduced |
| 6 | V VISA INC | Financial Services | 8.0% | $296.6m | 864,596 | 13% | added |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 7.2% | $267.0m | 1,446,858 | 8% | added |
| 8 | NVDA NVIDIA CORPORATION | Technology | 5.4% | $202.4m | 1,011,481 | – | new |
| 9 | CPNG COUPANG INC | Consumer Cyclical | 5.4% | $200.2m | 11,527,293 | -22% | reduced |
| 10 | CEG CONSTELLATION ENERGY CORP | Utilities | 3.7% | $138.3m | 556,719 | – | new |
| 11 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 3.5% | $130.0m | 1,366,203 | 8% | added |
| 12 | AFRM AFFIRM HLDGS INC | Financial Services | 3.4% | $125.1m | 1,534,155 | -30% | reduced |
| 13 | NU NU HLDGS LTD | Financial Services | 3.1% | $116.4m | 8,715,386 | 8% | added |
| 14 | VRSN VERISIGN INC | Technology | 2.5% | $94.1m | 373,991 | – | new |
| 15 | AUR AURORA INNOVATION INC | Consumer Cyclical | 2.1% | $78.8m | 11,553,993 | 8% | added |
| 16 | SHOP SHOPIFY INC | Technology | 0.3% | $10.2m | 89,303 | – | new |
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.