Foxhaven Asset Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.1B
Holdings
16
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2,550,407 | $588.7M | 14.50% | |
| 2 | MLB1MERCADOLIBRE INC | 279,941 | $563.9M | 13.89% | |
| 3 | CPNGCOUPANG INC | 17,200,310 | $405.8M | 10.00% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 1,162,590 | $334.0M | 8.23% | |
| 5 | FERGFERGUSON ENTERPRISES INC | 1,498,065 | $333.5M | 8.22% | |
| 6 | MSFTMICROSOFT CORP | 596,657 | $288.6M | 7.11% | |
| 7 | GOOGALPHABET INC | 840,186 | $263.6M | 6.49% | |
| 8 | DASHDOORDASH INC | 1,003,963 | $227.4M | 5.60% | |
| 9 | RBLXROBLOX CORP | 2,542,163 | $206.0M | 5.07% | |
| 10 | VVISA INC | 549,336 | $192.7M | 4.75% | |
| 11 | AFRMAFFIRM HLDGS INC | 1,906,882 | $141.9M | 3.50% | |
| 12 | SESEA LTD | 996,430 | $127.1M | 3.13% | |
| 13 | NFLXNETFLIX INC | 1,352,870 | $126.8M | 3.12% | |
| 14 | NUNU HLDGS LTD | 6,817,430 | $114.1M | 2.81% | |
| 15 | DUOLDUOLINGO INC | 571,840 | $100.4M | 2.47% | |
| 16 | AURAURORA INNOVATION INC | 11,712,708 | $45.0M | 1.11% |