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Foxhaven Asset Management, LP

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13F filer, CIK 1590531, Charlottesville, VA

Foxhaven Asset Management, LP reported $4,059,362,057 across 16 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 83.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001097

Period
2025-12-31
Reported value
$4.06B
Holdings
16
Top 10 weight
83.86%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DASHnew+1,003,963$227M
MELIadded+79,926$161M
CPNGadded+6,496,639$153M
NFLXnew+1,352,870$127M
NUnew+6,817,430$114M

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
SHOPexited-1,051,834-$156M
WIXexited-689,041-$122M
PYPLexited-1,742,841-$117M
BKNGexited-11,321-$61.1M
GOOGreduced-151,751-$47.6M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001097, largest first. % of portfolio is the value over $4,059,362,057, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984,518 shares; 2024Q4: 2,132,998 shares; 2025Q1: 2,254,255 shares; 2025Q2: 2,254,255 shares; 2025Q3: 2,292,693 shares; 2025Q4: 2,550,407 shares 2,550,407$589M14.5%+257,714Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,238 shares; 2024Q4: 218,412 shares; 2025Q1: 215,366 shares; 2025Q2: 206,067 shares; 2025Q3: 200,015 shares; 2025Q4: 279,941 shares 279,941$564M13.89%+79,926Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584,750 shares; 2024Q4: 11,417,962 shares; 2025Q1: 11,008,260 shares; 2025Q2: 11,008,260 shares; 2025Q3: 10,703,671 shares; 2025Q4: 17,200,310 shares 17,200,310$406M10%+6,496,639Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412,473 shares; 2024Q4: 1,167,719 shares; 2025Q1: 1,210,901 shares; 2025Q2: 1,210,901 shares; 2025Q3: 1,178,182 shares; 2025Q4: 1,162,590 shares 1,162,590$334M8.23%-15,592Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328,045 shares; 2024Q4: 1,490,696 shares; 2025Q1: 1,561,176 shares; 2025Q2: 1,561,176 shares; 2025Q3: 1,518,157 shares; 2025Q4: 1,498,065 shares 1,498,065$334M8.22%-20,092Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,000 shares; 2024Q4: 556,470 shares; 2025Q1: 587,535 shares; 2025Q2: 587,535 shares; 2025Q3: 503,424 shares; 2025Q4: 596,657 shares 596,657$289M7.11%+93,233Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,880 shares; 2024Q4: 1,122,880 shares; 2025Q1: 1,474,970 shares; 2025Q2: 1,474,970 shares; 2025Q3: 991,937 shares; 2025Q4: 840,186 shares 840,186$264M6.49%-151,751Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003,963 shares 1,003,963$227M5.6%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063,443 shares; 2024Q4: 3,009,254 shares; 2025Q1: 3,001,281 shares; 2025Q2: 3,001,281 shares; 2025Q3: 2,463,065 shares; 2025Q4: 2,542,163 shares 2,542,163$206M5.07%+79,098Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,570 shares; 2024Q4: 402,099 shares; 2025Q1: 387,672 shares; 2025Q2: 387,672 shares; 2025Q3: 537,520 shares; 2025Q4: 549,336 shares 549,336$193M4.75%+11,816Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,328,684 shares; 2025Q1: 2,081,957 shares; 2025Q2: 2,896,908 shares; 2025Q3: 1,932,481 shares; 2025Q4: 1,906,882 shares 1,906,882$142M3.5%-25,599Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949,050 shares; 2025Q3: 790,285 shares; 2025Q4: 996,430 shares 996,430$127M3.13%+206,145Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352,870 shares 1,352,870$127M3.12%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,817,430 shares 6,817,430$114M2.81%newTimeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,121 shares; 2024Q4: 653,441 shares; 2025Q1: 497,731 shares; 2025Q2: 426,145 shares; 2025Q3: 499,917 shares; 2025Q4: 571,840 shares 571,840$100M2.47%+71,923Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477,908 shares; 2024Q4: 9,477,908 shares; 2025Q1: 8,887,202 shares; 2025Q2: 8,887,202 shares; 2025Q3: 11,869,939 shares; 2025Q4: 11,712,708 shares 11,712,708$45M1.11%-157,231Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ARKKARK ETF TR4,000,000$345Mput
SHOPSHOPIFY INC1,051,834$156Mshares
WIXWIX COM LTD689,041$122Mshares
PYPLPAYPAL HLDGS INC1,742,841$117Mshares
BKNGBOOKING HOLDINGS INC11,321$61.1Mshares
WBDWARNER BROS DISCOVERY INC1,474,450$28.8Mshares
CARTMAPLEBEAR INC442,085$16.3Mshares

How Q4 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 0001172661-26-001097 base2026-02-17acceptance time not in the bulk data set