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Foxhaven Asset Management, LP (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,186,340,750 · 14 positions · top-10 88.4% · SEC filing history →

13FScore 81/100 — cloning their disclosed top holdings over ~4.7y returned +21%/yr vs S&P +10%/yr (alpha +11%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$FWONK · LIBERTY MEDIA CORP DEL3.4%$107,887,149+20%MedLiberty Media is a media and entertainment holding company whose interests include the Formula One racing business and stakes in Live Nation and other media assets.NASDAQCitrini

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$V · VISA INC7.2%+39%+19%MedVisa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$DASH · DOORDASH INC6.3%+34%+23%MedOperates a local-commerce platform connecting consumers with restaurants and retailers for on-demand delivery and pickup of food, groceries, and other goods.NASDAQS&P

Top holdings now

Issuer% bookSince entryBusinessTags
$MELI · MERCADOLIBRE INC15.1%+27% ≥Q2 '21MercadoLibre operates the largest e-commerce and fintech ecosystem in Latin America, including an online marketplace, the Mercado Pago payments and financial services platform, logistics, and advertising.NASDAQCitrini
$AMZN · AMAZON COM INC13.1%+46% ≥Q2 '21Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$HLT · HILTON WORLDWIDE HLDGS INC10.2%+150% ≥Q2 '21A global hospitality company that franchises, manages and owns hotels and resorts across a portfolio of brands including Hilton, Waldorf Astoria, Hampton and DoubleTree.S&P
$FERG · FERGUSON ENTERPRISES INC10.1%+17% Q3 '24Ferguson Enterprises is a distributor of plumbing, HVAC, waterworks, and related building products, serving residential and commercial contractors and industrial customers, primarily in North America.
$GOOG · ALPHABET INC9.4%+163% Q3 '23Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P
$CPNG · COUPANG INC8.8%-57% ≥Q2 '21Operates South Korea's largest e-commerce platform, offering online retail with fast delivery, plus grocery, food-delivery, streaming, and fintech services.Bitget →
$V · VISA INC7.2%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$DASH · DOORDASH INC6.3%-19% Q4 '25Operates a local-commerce platform connecting consumers with restaurants and retailers for on-demand delivery and pickup of food, groceries, and other goods.NASDAQS&P
$NFLX · NETFLIX INC.4.4%-26% Q4 '25Netflix operates a subscription streaming service offering movies, series, and other original and licensed video content to members worldwide, and produces original programming.NASDAQS&PCitriniBitget →
$RBLX · ROBLOX CORP3.8%+17% Q3 '24Roblox operates an online platform where users create, share, and play user-generated 3D games and experiences, monetized through its virtual currency.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker