Foxhaven Asset Management, LP Portfolio Holdings

Foxhaven Asset Management, LP

  • $3.99 Billion
  • Q3 2025

Foxhaven Asset Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.99 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $503M, Mercadolibre Inc with a value of $467M, Coupang, Inc. with a value of $345M, Roblox Corp with a value of $341M, and Hilton Worldwide Holdings Inc. with a value of $306M.

Examining the 13F form we can see an increase of $339M in the current position value, from $3.65B to 3.99B.

Foxhaven Asset Management, LP is based out at Charlottesville, VA

Below you can find more details about Foxhaven Asset Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $3.99 Billion
Consumer Cyclical: $1.82 Billion
Technology: $906 Million
Communication Services: $612 Million
ETFs: $345 Million
Financial Services: $300 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$503 Million 12.63% of portfolio
2,292,693
Q3 2025 Added 1.71%
$103B
$467 Million 11.73% of portfolio
200,015
Q3 2025 Reduced 2.94%
$44.9B
$345 Million 8.65% of portfolio
10,703,671
Q3 2025 Reduced 2.77%
$55.8B
$341 Million 8.56% of portfolio
2,463,065
Q3 2025 Reduced 17.93%
$72.9B
$306 Million 7.67% of portfolio
1,178,182
Q3 2025 Reduced 2.7%
$3.78T
$261 Million 6.54% of portfolio
503,424
Q3 2025 Reduced 14.32%
$1.74T
$242 Million 6.06% of portfolio
991,937
Q3 2025 Reduced 32.75%
$533B
$183 Million 4.6% of portfolio
537,520
Q3 2025 Added 38.65%
$5.67B
$161 Million 4.04% of portfolio
499,917
Q3 2025 Added 17.31%
$174B
$156 Million 3.92% of portfolio
1,051,834
Q3 2025 Reduced 22.25%
$79.1B
$141 Million 3.54% of portfolio
790,285
Q3 2025 Reduced 16.73%
$16.2B
$141 Million 3.54% of portfolio
1,932,481
Q3 2025 Reduced 33.29%
$7.2B
$122 Million 3.07% of portfolio
689,041
Q3 2025 New
$71.6B
$117 Million 2.93% of portfolio
1,742,841
Q3 2025 Reduced 2.91%
$2.99B
$64 Million 1.6% of portfolio
11,869,939
Q3 2025 Added 33.56%
$191B
$61.1 Million 1.53% of portfolio
11,321
Q3 2025 Reduced 28.62%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.76%
Maplebear Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.33%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $3.99 Billion
  • Prior Value $3.65 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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