Skip to content
Disclosery

Foxhaven Asset Management, LP

Follow

13F filer, CIK 1590531, Charlottesville, VA

Foxhaven Asset Management, LP reported $3,292,461,516 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 77.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002377

Period
2025-03-31
Reported value
$3.29B
Holdings
18
Top 10 weight
77.53%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGadded+352,090$55M
AFRMadded+753,273$34M
AMZNadded+121,257$23.1M
MSFTadded+31,065$11.7M
FERGadded+70,480$11.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-241,450-$80.7M
CARGexited-2,171,853-$79.4M
TEAMreduced-339,775-$72.1M
DUOLreduced-155,710-$48.4M
SHWreduced-127,896-$44.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002377, largest first. % of portfolio is the value over $3,292,461,516, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984,518 shares; 2024Q4: 2,132,998 shares; 2025Q1: 2,254,255 shares 2,254,255$429M13.03%+121,257Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,238 shares; 2024Q4: 218,412 shares; 2025Q1: 215,366 shares 215,366$420M12.76%-3,046Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412,473 shares; 2024Q4: 1,167,719 shares; 2025Q1: 1,210,901 shares 1,210,901$276M8.37%+43,182Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328,045 shares; 2024Q4: 1,490,696 shares; 2025Q1: 1,561,176 shares 1,561,176$250M7.6%+70,480Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584,750 shares; 2024Q4: 11,417,962 shares; 2025Q1: 11,008,260 shares 11,008,260$241M7.33%-409,702Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,880 shares; 2024Q4: 1,122,880 shares; 2025Q1: 1,474,970 shares 1,474,970$230M7%+352,090Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,000 shares; 2024Q4: 556,470 shares; 2025Q1: 587,535 shares 587,535$221M6.7%+31,065Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063,443 shares; 2024Q4: 3,009,254 shares; 2025Q1: 3,001,281 shares 3,001,281$175M5.31%-7,973Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,502 shares; 2024Q4: 1,074,934 shares; 2025Q1: 735,159 shares 735,159$156M4.74%-339,775Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,121 shares; 2024Q4: 653,441 shares; 2025Q1: 497,731 shares 497,731$155M4.69%-155,710Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335,023 shares; 2024Q4: 2,335,023 shares; 2025Q1: 2,251,191 shares 2,251,191$147M4.46%-83,832Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,570 shares; 2024Q4: 402,099 shares; 2025Q1: 387,672 shares 387,672$136M4.13%-14,427Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,741 shares; 2024Q4: 30,218 shares; 2025Q1: 28,592 shares 28,592$132M4%-1,626Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,082 shares; 2024Q4: 477,453 shares; 2025Q1: 349,557 shares 349,557$122M3.71%-127,896Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,328,684 shares; 2025Q1: 2,081,957 shares 2,081,957$94.1M2.86%+753,273Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477,908 shares; 2024Q4: 9,477,908 shares; 2025Q1: 8,887,202 shares 8,887,202$59.8M1.82%-590,706Timeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918,379 shares; 2024Q4: 1,918,379 shares; 2025Q1: 1,849,570 shares 1,849,570$30.8M0.94%-68,809Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,901 shares; 2024Q4: 483,901 shares; 2025Q1: 466,979 shares 466,979$18.6M0.57%-16,922Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMSALESFORCE INC241,450$80.7Mshares
CARGCARGURUS INC2,171,853$79.4Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002377 base2025-05-15acceptance time not in the bulk data set