StockDriftsStockDriftsTop 14 Foxhaven Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 15.14% | 278.9K | $482.3M | -0.36%(-1.01K) | $1360.52(+13.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 13.07% | 2.00M | $416.3M | -21.62%(-551.43K) | $134.88(+95.84%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 10.18% | 1.07M | $324.4M | -8.25%(-95.93K) | $109.73(+188.13%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 10.06% | 1.37M | $320.6M | -8.25%(-123.61K) | $130.07(+72.08%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 9.38% | 1.04M | $298.8M | +23.99%(+201.58K) | $172.78(+127.64%) | 2026-03-31 | |
| CPNG | COUPANG INC | 8.8% | 14.85M | $280.3M | -13.67%(-2.35M) | $35.09(-54.06%) | 2026-03-31 | |
| V | VISA INC | 7.25% | 763.8K | $230.9M | +39.04%(+214.49K) | $266.93(+22.04%) | 2026-03-31 | |
| DASH | DOORDASH INC | 6.33% | 1.34M | $201.8M | +33.86%(+339.91K) | $233.83(-31.92%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 4.42% | 1.47M | $140.9M | +8.33%(+112.76K) | $105.91(-17.84%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 3.78% | 2.13M | $120.5M | -16.17%(-411.10K) | $46.03(-6.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.24% |
| Top 20 Holdings Unweighted | +12.83% | +43.64% |
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