StockDriftsStockDriftsTop 16 Foxhaven Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 13.94% | 306.2K | $519.8M | +9.79%(+27.31K) | $1387.08(+32.98%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 13.75% | 2.15M | $512.9M | +7.65%(+153.01K) | $140.90(+86.40%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 9.61% | 1.01M | $358.5M | -2.61%(-27.24K) | $172.78(+98.83%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 9.41% | 1.48M | $351.2M | +7.65%(+105.13K) | $137.20(+78.52%) | 2026-06-30 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 8.81% | 995.0K | $328.8M | -6.72%(-71.67K) | $109.73(+198.19%) | 2026-06-30 | |
| V | VISA INC | 7.95% | 864.6K | $296.6M | +13.19%(+100.78K) | $273.27(+33.26%) | 2026-06-30 | |
| DASH | DOORDASH INC | 7.16% | 1.45M | $267.0M | +7.66%(+102.98K) | $229.02(-5.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.43% | 1.01M | $202.4M | new | $182.63(+23.29%) | 2026-06-30 | |
| CPNG | COUPANG INC | 5.37% | 11.53M | $200.2M | -22.37%(-3.32M) | $35.09(-54.06%) | 2026-06-30 | |
| CEG | CONSTELLATION ENERGY CORP | 3.71% | 556.7K | $138.3M | new | $273.49(+3.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.27% | +1.51% | +7.79% |
| Top 20 Holdings Unweighted | +14.01% | +48.21% | -0.32% | -1.59% |
Foxhaven Asset Management LP reports $3.73B in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are MELI (13.9%), AMZN (13.8%) and GOOG (9.6%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +49.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foxhaven Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1590531). View Foxhaven Asset Management LP’s 13F filings on SEC