Foxhaven Asset Management, LP
13F filer · CIK 1590531 · Charlottesville, VA
Summary
Foxhaven Asset Management, LP reported $3.73B across 16 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are MELI (13.9%), AMZN (13.7%), GOOG (9.6%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 8, trimmed 4 and sold out of 2.
Reported value$3.73B
Positions16
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added8
Trimmed4
Sold out2
Top 16 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 13.9%Value $519.82MPrice $1725Shares 306K +9.79%Since Jun 30 +1.62%
Weight 13.7%Value $512.91MPrice $246.67Shares 2.15M +7.65%Since Jun 30 +3.50%
Weight 9.6%Value $358.47MPrice $337.32Shares 1.01M -2.61%Since Jun 30 -4.53%
Weight 9.4%Value $351.15MPrice $223.87Shares 1.48M +7.65%Since Jun 30 -5.67%
Weight 8.8%Value $328.81MPrice $323.44Shares 995K -6.72%Since Jun 30 -2.12%
Weight 8.0%Value $296.63MPrice $365.88Shares 865K +13.19%Since Jun 30 +6.64%
Weight 7.2%Value $266.99MPrice $187.10Shares 1.45M +7.66%Since Jun 30 +1.39%
Weight 5.4%Value $202.39MPrice $227.21Shares 1.01MSince Jun 30 +13.55%
Weight 5.4%Value $200.23MPrice $13.85Shares 11.53M -22.37%Since Jun 30 -20.26%
Weight 3.7%Value $138.27MPrice $264.58Shares 557KSince Jun 30 +6.53%
Weight 3.5%Value $129.98MPrice $93.08Shares 1.37M +7.66%Since Jun 30 -2.17%
Weight 3.4%Value $125.11MPrice $69.30Shares 1.53M -30.44%Since Jun 30 -15.02%
Weight 3.1%Value $116.44MPrice $12.35Shares 8.72M +7.66%Since Jun 30 -7.56%
Weight 2.5%Value $94.08MPrice $279.84Shares 374KSince Jun 30 +11.24%
Weight 2.1%Value $78.80MPrice $5.39Shares 11.55M +7.65%Since Jun 30 -20.97%
Weight 0.3%Value $10.20MPrice $148.26Shares 89KSince Jun 30 +29.85%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 13.9% | $519.82M | +1.62% | +9.79% | Add | |
| 13.7% | $512.91M | +3.50% | +7.65% | Add | |
| 9.6% | $358.47M | -4.53% | -2.61% | Trim | |
| 9.4% | $351.15M | -5.67% | +7.65% | Add | |
| 8.8% | $328.81M | -2.12% | -6.72% | Trim | |
| 8.0% | $296.63M | +6.64% | +13.19% | Add | |
| 7.2% | $266.99M | +1.39% | +7.66% | Add | |
| 5.4% | $202.39M | +13.55% | — | New | |
| 5.4% | $200.23M | -20.26% | -22.37% | Trim | |
| 3.7% | $138.27M | +6.53% | — | New | |
| 3.5% | $129.98M | -2.17% | +7.66% | Add | |
| 3.4% | $125.11M | -15.02% | -30.44% | Trim | |
| 3.1% | $116.44M | -7.56% | +7.66% | Add | |
| 2.5% | $94.08M | +11.24% | — | New | |
| 2.1% | $78.80M | -20.97% | +7.65% | Add | |
| 0.3% | $10.20M | +29.85% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.