FOXHAVEN ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AUR | 11.87M | $63.98M |
 | CPNG | 10.70M | $344.66M |
 | RBLX | 2.46M | $341.18M |
 | AMZN | 2.29M | $503.41M |
 | AFRM | 1.93M | $141.23M |
 | PYPL | 1.74M | $116.87M |
 | FERG | 1.52M | $340.95M |
 | WBD | 1.47M | $28.80M |
 | HLT | 1.18M | $305.67M |
 | SHOP | 1.05M | $156.31M |
 | GOOG | 992K | $241.59M |
 | SE | 790K | $141.25M |
 | WIX | 689K | $122.39M |
 | V | 538K | $183.50M |
 | MSFT | 503K | $260.75M |
 | DUOL | 500K | $160.89M |
 | CART | 442K | $16.25M |
 | MELI | 200K | $467.42M |
 | BKNG | 11K | $61.13M |
Aurora Innovation, Inc.
AUR
Shares Held
11.87M
Value
$63.98M
Coupang, Inc.
CPNG
Shares Held
10.70M
Value
$344.66M
Roblox Corporation
RBLX
Shares Held
2.46M
Value
$341.18M
Amazon.com, Inc.
AMZN
Shares Held
2.29M
Value
$503.41M
Affirm Holdings, Inc.
AFRM
Shares Held
1.93M
Value
$141.23M
PayPal Holdings, Inc.
PYPL
Shares Held
1.74M
Value
$116.87M
Ferguson plc
FERG
Shares Held
1.52M
Value
$340.95M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.47M
Value
$28.80M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
1.18M
Value
$305.67M
Shopify Inc.
SHOP
Shares Held
1.05M
Value
$156.31M
Alphabet Inc.
GOOG
Shares Held
992K
Value
$241.59M
Sea Limited
SE
Shares Held
790K
Value
$141.25M
Wix.com Ltd.
WIX
Shares Held
689K
Value
$122.39M
Visa Inc.
V
Shares Held
538K
Value
$183.50M
Microsoft Corporation
MSFT
Shares Held
503K
Value
$260.75M
Duolingo, Inc.
DUOL
Shares Held
500K
Value
$160.89M
Instacart (Maplebear Inc.)
CART
Shares Held
442K
Value
$16.25M
MercadoLibre, Inc.
MELI
Shares Held
200K
Value
$467.42M
Booking Holdings Inc.
BKNG
Shares Held
11K
Value
$61.13M