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Foxhaven Asset Management, LP

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13F filer, CIK 1590531, Charlottesville, VA

Foxhaven Asset Management, LP reported $3,730,265,358 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 85.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003791

Period
2026-06-30
Reported value
$3.73B
Holdings
16
Top 10 weight
85.13%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+1,011,481$202M
CEGnew+556,719$138M
VRSNnew+373,991$94.1M
MELIadded+27,313$46.4M
AMZNadded+153,015$36.5M

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
NFLXexited-1,465,626-$141M
RBLXexited-2,131,061-$121M
CPNGreduced-3,321,575-$57.7M
AFRMreduced-671,401-$54.8M
HLTreduced-71,666-$23.7M

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003791, largest first. % of portfolio is the value over $3,730,265,358, 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; 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; 2026Q2: 306,247 shares 306,247$520M13.94%+27,313Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,151,990 shares 2,151,990$513M13.75%+153,015Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,014,534 shares 1,014,534$358M9.61%-27,236Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,479,590 shares 1,479,590$351M9.41%+105,130Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 994,998 shares 994,998$329M8.81%-71,666Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 864,596 shares 864,596$297M7.95%+100,775Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,446,858 shares 1,446,858$267M7.16%+102,982Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011,481 shares 1,011,481$202M5.43%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,527,293 shares 11,527,293$200M5.37%-3,321,575Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556,719 shares 556,719$138M3.71%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,366,203 shares 1,366,203$130M3.48%+97,241Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,534,155 shares 1,534,155$125M3.35%-671,401Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,715,386 shares 8,715,386$116M3.12%+620,300Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373,991 shares 373,991$94.1M2.52%newTimeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,553,993 shares 11,553,993$78.8M2.11%+820,944Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352,791 shares; 2025Q3: 1,051,834 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,303 shares 89,303$10.2M0.27%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NFLXNETFLIX INC.1,465,626$141Mshares
RBLXROBLOX CORP2,131,061$121Mshares

How Q2 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 0001172661-26-003791 base2026-08-14acceptance time not in the bulk data set