Titelia

Holdings of Foxhaven Asset Management, LP

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Net assets
-
Positions
13 in 1 countries
Top ten
91.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MercadoLibre Inc 278,934482.3M $
2Amazon.com Inc 1,998,975416.3M $
3Hilton Worldwide Holdings Inc 1,066,664324.4M $
4Ferguson Enterprises Inc 1,374,460320.6M $
5Alphabet Inc 1,041,770298.8M $
6Coupang Inc 14,848,868280.3M $
7Visa Inc 763,821230.9M $
8DoorDash Inc 1,343,876201.8M $
9Netflix Inc 1,465,626140.9M $
10ROBLOX Corp 2,131,061120.5M $
11Liberty Media Corp-Liberty Formula One 1,268,962107.9M $
12Affirm Holdings Inc 2,205,556101.1M $
13Aurora Innovation Inc 10,733,04944.2M $

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Sector breakdown

  • Consumer discretionary 46.4 %
  • Communication 18.3 %
  • Industrials 10.4 %
  • Financials 7.5 %
  • Unattributed 17.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States133.1B $100.00 %
Cite this page

Titelia. "Holdings of Foxhaven Asset Management, LP". https://titelia.com/en/funds/US13F1590531