Q1 2025 · 13F-HR
Foxhaven Asset Management, LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002377
$3.29B
Reported value
18
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $428.9M | 13.0% | 2,254,255 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $420.2M | 12.8% | 215,366 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $275.5M | 8.37% | 1,210,901 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $250.1M | 7.60% | 1,561,176 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $241.4M | 7.33% | 11,008,260 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $230.4M | 7.00% | 1,474,970 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $220.6M | 6.70% | 587,535 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $174.9M | 5.31% | 3,001,281 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $156.0M | 4.74% | 735,159 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $154.6M | 4.69% | 497,731 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $146.9M | 4.46% | 2,251,191 | Common | SOLE |
| 92826C839 | V | VISA INC | $135.9M | 4.13% | 387,672 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $131.7M | 4.00% | 28,592 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $122.1M | 3.71% | 349,557 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $94.1M | 2.86% | 2,081,957 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $59.8M | 1.82% | 8,887,202 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $30.8M | 0.94% | 1,849,570 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $18.6M | 0.57% | 466,979 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.