Foxhaven Asset Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.3T
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,292,693 | $503.4B | 11.59% | |
| 2 | MLB1MERCADOLIBRE INC | 200,015 | $467.4B | 10.76% | |
| 3 | ARKKARK ETF TR | 4,000,000 | $345.2B | 7.95% | Put |
| 4 | CPNGCOUPANG INC | 10,703,671 | $344.7B | 7.94% | |
| 5 | RBLXROBLOX CORP | 2,463,065 | $341.2B | 7.86% | |
| 6 | FERGFERGUSON ENTERPRISES INC | 1,518,157 | $340.9B | 7.85% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 1,178,182 | $305.7B | 7.04% | |
| 8 | MSFTMICROSOFT CORP | 503,424 | $260.7B | 6.00% | |
| 9 | GOOGALPHABET INC | 991,937 | $241.6B | 5.56% | |
| 10 | VVISA INC | 537,520 | $183.5B | 4.22% | |
| 11 | DUOLDUOLINGO INC | 499,917 | $160.9B | 3.70% | |
| 12 | SHOPSHOPIFY INC | 1,051,834 | $156.3B | 3.60% | |
| 13 | SESEA LTD | 790,285 | $141.2B | 3.25% | |
| 14 | AFRMAFFIRM HLDGS INC | 1,932,481 | $141.2B | 3.25% | |
| 15 | WIXWIX COM LTD | 689,041 | $122.4B | 2.82% | |
| 16 | PYPLPAYPAL HLDGS INC | 1,742,841 | $116.9B | 2.69% | |
| 17 | AURAURORA INNOVATION INC | 11,869,939 | $64.0B | 1.47% | |
| 18 | BKNGBOOKING HOLDINGS INC | 11,321 | $61.1B | 1.41% | |
| 19 | WBDWARNER BROS DISCOVERY INC | 1,474,450 | $28.8B | 0.66% | |
| 20 | CARTMAPLEBEAR INC | 442,085 | $16.3B | 0.37% |