Foxhaven Asset Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.1T
Holdings
18
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 206,067 | $538.6B | 12.99% | |
| 2 | AMZNAMAZON COM INC | 2,254,255 | $494.6B | 11.93% | |
| 3 | FERGFERGUSON ENTERPRISES INC | 1,561,176 | $339.9B | 8.20% | |
| 4 | CPNGCOUPANG INC | 11,008,260 | $329.8B | 7.96% | |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 1,210,901 | $322.5B | 7.78% | |
| 6 | RBLXROBLOX CORP | 3,001,281 | $315.7B | 7.62% | |
| 7 | MSFTMICROSOFT CORP | 587,535 | $292.2B | 7.05% | |
| 8 | GOOGALPHABET INC | 1,474,970 | $261.6B | 6.31% | |
| 9 | AFRMAFFIRM HLDGS INC | 2,896,908 | $200.3B | 4.83% | |
| 10 | DUOLDUOLINGO INC | 426,145 | $174.7B | 4.22% | |
| 11 | SHOPSHOPIFY INC | 1,352,791 | $156.0B | 3.76% | |
| 12 | SESEA LTD | 949,050 | $151.8B | 3.66% | |
| 13 | VVISA INC | 387,672 | $137.6B | 3.32% | |
| 14 | TEAMATLASSIAN CORPORATION | 671,890 | $136.5B | 3.29% | |
| 15 | PYPLPAYPAL HLDGS INC | 1,795,025 | $133.4B | 3.22% | |
| 16 | BKNGBOOKING HOLDINGS INC | 15,860 | $91.8B | 2.22% | |
| 17 | AURAURORA INNOVATION INC | 8,887,202 | $46.6B | 1.12% | |
| 18 | CARTMAPLEBEAR INC | 466,979 | $21.1B | 0.51% |