Foxhaven Asset Management, Lp Top Holdings and 13F Report (2025) About Foxhaven Asset Management, LpInvestment ActivityFoxhaven Asset Management, Lp has $3.73 billion in total holdings as of December 31, 2024.Foxhaven Asset Management, Lp owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.98% of the portfolio was purchased this quarter.About 10.59% of the portfolio was sold this quarter.This quarter, Foxhaven Asset Management, Lp has purchased 20 new stocks and bought additional shares in 5 stocks.Foxhaven Asset Management, Lp sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $467,958,431MercadoLibre $371,396,501Hilton Worldwide $288,613,428Atlassian $261,617,437FERGUSON ENTERPRISES INC $258,740,105 Largest New Holdings this Quarter Affirm $80,916,856 HoldingSalesforce $80,723,979 Holding Largest Purchases this Quarter Affirm 1,328,684 shares (about $80.92M)Salesforce 241,450 shares (about $80.72M)Roblox 945,811 shares (about $54.72M)MercadoLibre 23,174 shares (about $39.41M)Amazon.com 148,480 shares (about $32.58M) Largest Sales this Quarter Booking 16,523 shares (about $82.09M)Hilton Worldwide 244,754 shares (about $60.49M)CarGurus 1,620,234 shares (about $59.20M)Sherwin-Williams 91,629 shares (about $31.15M)Visa 59,471 shares (about $18.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoxhaven Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$467,958,431$32,575,027 ▲7.5%2,132,99812.5%Retail/WholesaleMELIMercadoLibre$371,396,501$39,405,997 ▲11.9%218,41210.0%Retail/WholesaleHLTHilton Worldwide$288,613,428$60,493,399 ▼-17.3%1,167,7197.7%Consumer DiscretionaryTEAMAtlassian$261,617,437$18,148,360 ▼-6.5%1,074,9347.0%Computer and TechnologyFERGUSON ENTERPRISES INC$258,740,105$28,231,334 ▲12.2%1,490,6966.9%COMMON STOCK NEWCPNGCoupang$250,966,805$18,314,000 ▲7.9%11,417,9626.7%Retail/WholesaleMSFTMicrosoft$234,552,105$13,289,895 ▼-5.4%556,4706.3%Computer and TechnologyGOOGAlphabet$213,841,2670.0%1,122,8805.7%Computer and TechnologyDUOLINGO INC$211,865,175$10,920,066 ▼-4.9%653,4415.7%CL A COMPYPLPayPal$199,294,2130.0%2,335,0235.3%Computer and TechnologyRBLXRoblox$174,115,436$54,724,624 ▲45.8%3,009,2544.7%Consumer DiscretionarySHWSherwin-Williams$162,300,598$31,147,446 ▼-16.1%477,4534.4%Basic MaterialsBKNGBooking$150,135,716$82,093,204 ▼-35.4%30,2184.0%Retail/WholesaleVVisa$127,079,368$18,795,215 ▼-12.9%402,0993.4%Business ServicesAFRMAffirm$80,916,856$80,916,856 ▲New Holding1,328,6842.2%Business ServicesCRMSalesforce$80,723,979$80,723,979 ▲New Holding241,4502.2%Computer and TechnologyCARGCarGurus$79,359,509$59,203,351 ▼-42.7%2,171,8532.1%Auto/Tires/TrucksAURAurora Innovation$59,710,8200.0%9,477,9081.6%Business ServicesFWRGFirst Watch Restaurant Group$35,701,0330.0%1,918,3791.0%Retail/WholesaleMAPLEBEAR INC$20,043,1790.0%483,9010.5%COMFWONKFormula One Group$0$93,051,270 ▼-100.0%00.0%Consumer DiscretionaryDIBS1stdibs.Com$0$7,657,409 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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