Foxhaven Asset Management, LP
CIK 1590531
13F filing for Q2 2026・No. 1,116
- Holdings
- US$3.73B
- Quarter change
- +US$543.92M
- Entries
- 16
- Net bought (estimate)
- +US$222.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 2
- Cut 4
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
16 stocks worth US$3.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MELIMERCADOLIBRE INCCOM | Added | 306,247 | US$519.82M | 13.94% |
| AMZNAmazonCOM | Added | 2,151,990 | US$512.91M | 13.75% |
| GOOGALPHABET INCCAP STK CL C | Cut | 1,014,534 | US$358.47M | 9.61% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Added | 1,479,590 | US$351.15M | 9.41% |
| HLTHILTON WORLDWIDE HLDGS INCCOM | Cut | 994,998 | US$328.81M | 8.81% |
| VVISA INCCOM CL A | Added | 864,596 | US$296.63M | 7.95% |
| DASHDOORDASH INCCL A | Added | 1,446,858 | US$266.99M | 7.16% |
| NVDANvidiaCOM | New | 1,011,481 | US$202.39M | 5.43% |
| CPNGCOUPANG INCCL A | Cut | 11,527,293 | US$200.23M | 5.37% |
| CEGCONSTELLATION ENERGY CORPCOM | New | 556,719 | US$138.27M | 3.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.