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Foxhaven Asset Management, LP

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13F filer, CIK 1590531, Charlottesville, VA

Foxhaven Asset Management, LP reported $3,186,340,750 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 88.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002313

Period
2026-03-31
Reported value
$3.19B
Holdings
14
Top 10 weight
88.4%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FWONKnew+1,268,962$108M
Vadded+214,485$64.8M
GOOGadded+201,584$57.8M
DASHadded+339,913$51M
NUadded+1,277,656$18.4M

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
MSFTexited-596,657-$289M
SEexited-996,430-$127M
AMZNreduced-551,432-$115M
DUOLexited-571,840-$100M
CPNGreduced-2,351,442-$44.4M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-002313, largest first. % of portfolio is the value over $3,186,340,750, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 278,934 shares 278,934$482M15.14%-1,007Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,998,975 shares 1,998,975$416M13.07%-551,432Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,066,664 shares 1,066,664$324M10.18%-95,926Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,374,460 shares 1,374,460$321M10.06%-123,605Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,041,770 shares 1,041,770$299M9.38%+201,584Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,848,868 shares 14,848,868$280M8.8%-2,351,442Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 763,821 shares 763,821$231M7.25%+214,485Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003,963 shares; 2026Q1: 1,343,876 shares 1,343,876$202M6.33%+339,913Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352,870 shares; 2026Q1: 1,465,626 shares 1,465,626$141M4.42%+112,756Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,131,061 shares 2,131,061$121M3.78%-411,102Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,817,430 shares; 2026Q1: 8,095,086 shares 8,095,086$116M3.65%+1,277,656Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,268,962 shares 1,268,962$108M3.39%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,205,556 shares 2,205,556$101M3.17%+298,674Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,733,049 shares 10,733,049$44.2M1.39%-979,659Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP596,657$289Mshares
SESEA LTD996,430$127Mshares
DUOLDUOLINGO INC571,840$100Mshares

How Q1 2026 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 0001172661-26-002313 base2026-05-15acceptance time not in the bulk data set