FOXHAVEN ASSET MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 17.20M | $405.76M |
 | AUR | 11.71M | $44.98M |
 | NU | 6.82M | $114.12M |
 | AMZN | 2.55M | $588.68M |
 | RBLX | 2.54M | $205.99M |
 | AFRM | 1.91M | $141.93M |
 | FERG | 1.50M | $333.51M |
 | NFLX | 1.35M | $126.85M |
 | HLT | 1.16M | $333.95M |
 | DASH | 1.00M | $227.38M |
 | SE | 996K | $127.11M |
 | GOOG | 840K | $263.65M |
 | MSFT | 597K | $288.56M |
 | DUOL | 572K | $100.36M |
 | V | 549K | $192.66M |
 | MELI | 280K | $563.87M |
Coupang, Inc.
CPNG
Shares Held
17.20M
Value
$405.76M
Aurora Innovation, Inc.
AUR
Shares Held
11.71M
Value
$44.98M
Nu Holdings Ltd.
NU
Shares Held
6.82M
Value
$114.12M
Amazon.com, Inc.
AMZN
Shares Held
2.55M
Value
$588.68M
Roblox Corporation
RBLX
Shares Held
2.54M
Value
$205.99M
Affirm Holdings, Inc.
AFRM
Shares Held
1.91M
Value
$141.93M
Ferguson plc
FERG
Shares Held
1.50M
Value
$333.51M
Netflix, Inc.
NFLX
Shares Held
1.35M
Value
$126.85M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
1.16M
Value
$333.95M
DoorDash, Inc.
DASH
Shares Held
1.00M
Value
$227.38M
Sea Limited
SE
Shares Held
996K
Value
$127.11M
Alphabet Inc.
GOOG
Shares Held
840K
Value
$263.65M
Microsoft Corporation
MSFT
Shares Held
597K
Value
$288.56M
Duolingo, Inc.
DUOL
Shares Held
572K
Value
$100.36M
Visa Inc.
V
Shares Held
549K
Value
$192.66M
MercadoLibre, Inc.
MELI
Shares Held
280K
Value
$563.87M