Foxhaven Asset Management Holdings 13F: Latest Portfolio Changes
Foxhaven Asset Management. Growth-oriented investment firm (~$4.1B AUM).
As of the latest Q1 2026 13F filing, Foxhaven Asset Management (managing Foxhaven Asset Management) reported a public portfolio value of $3.2B with 14 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was GOOG. The top recent sell was MELI.
Open interactive portfolioLatest 13F portfolio changes
Foxhaven Asset Management holdings 13F summary: the latest Foxhaven Asset Management portfolio changes show top holdings including MERCADOLIBRE, Amazon, HILTON WORLDWIDE HLDGS, FERGUSON ENTERPRISES, and Alphabet, reported top buys such as Alphabet, VISA, DOORDASH, and NETFLIX, and top sells or reductions such as MERCADOLIBRE, Amazon, HILTON WORLDWIDE HLDGS, and FERGUSON ENTERPRISES.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-15; disclosure source SEC 13F.
Foxhaven Asset Management 13F portfolio and latest holdings overview
Foxhaven Asset Management's Q1 2026 13F holdings show Foxhaven Asset Management reporting 14 positions with a disclosed portfolio value of $3.2B. For readers searching Foxhaven Asset Management 13F holdings, Foxhaven Asset Management portfolio, Foxhaven Asset Management holdings, or latest 13F changes, the latest top holdings include MERCADOLIBRE, Amazon, HILTON WORLDWIDE HLDGS, FERGUSON ENTERPRISES, and Alphabet.
The three largest reported positions add up to roughly 38.4%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Consumer Discretionary at 53.5% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as Alphabet, VISA, DOORDASH, NETFLIX, and NU HLDGS and reported reductions or exits such as MERCADOLIBRE, Amazon, HILTON WORLDWIDE HLDGS, FERGUSON ENTERPRISES, and Microsoft. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0001172661-26-002313. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Foxhaven Asset Management portfolio analytics
the top five positions account for 57.8% of disclosed value; the largest sector exposure is Consumer Discretionary at 53.5%; reported buy and sell activity implies roughly 116.2% turnover this period; cost-basis P&L across 13 tracked positions averages 149.3% (7/9 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| MELI whale holders MERCADOLIBRE INC | $482.3M | 15.1% | Reduced |
| AMZN whale holders AMAZON COM INC | $416.3M | 13.1% | Reduced |
| HLT whale holders HILTON WORLDWIDE HLDGS INC | $324.4M | 10.2% | Reduced |
| FERG whale holders FERGUSON ENTERPRISES INC | $320.6M | 10.1% | Reduced |
| GOOG whale holders ALPHABET INC | $298.8M | 9.4% | Increased |
| CPNG whale holders COUPANG INC | $280.3M | 8.8% | Reduced |
| V whale holders VISA INC | $230.9M | 7.2% | Increased |
| DASH whale holders DOORDASH INC | $201.8M | 6.3% | Increased |
| NFLX whale holders NETFLIX INC. | $140.9M | 4.4% | Increased |
| RBLX whale holders ROBLOX CORP | $120.5M | 3.8% | Reduced |
Top buys
- GOOG whale holders — ALPHABET INC ($298.8M)
- V whale holders — VISA INC ($230.9M)
- DASH whale holders — DOORDASH INC ($201.8M)
- NFLX whale holders — NETFLIX INC. ($140.9M)
- NU whale holders — NU HLDGS LTD ($116.3M)
- FWONB whale holders — LIBERTY MEDIA CORP DEL ($107.9M)
Top sells
- MELI whale holders — MERCADOLIBRE INC ($482.3M)
- AMZN whale holders — AMAZON COM INC ($416.3M)
- HLT whale holders — HILTON WORLDWIDE HLDGS INC ($324.4M)
- FERG whale holders — FERGUSON ENTERPRISES INC ($320.6M)
- MSFT whale holders — MICROSOFT CORP ($288.6M)
- CPNG whale holders — COUPANG INC ($280.3M)
Allocation
- Consumer Discretionary: 53.5%
- Communication Services: 17.2%
- Financials: 10.9%
- Industrials: 10.1%
- Other: 4.6%
- Information Technology: 3.8%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Foxhaven Asset Management 13F Holdings
The Q1 2026 13F profile for Foxhaven Asset Management and Foxhaven Asset Management shows 14 reported positions, $3.2B in disclosed portfolio value, and top holdings including MERCADOLIBRE, Amazon, HILTON WORLDWIDE HLDGS, FERGUSON ENTERPRISES, and Alphabet.
What is Foxhaven Asset Management buying? Latest 13F changes
The latest tracked change data for Foxhaven Asset Management highlights reported buys such as Alphabet, VISA, DOORDASH, and NETFLIX and reported sells or reductions such as MERCADOLIBRE, Amazon, HILTON WORLDWIDE HLDGS, and FERGUSON ENTERPRISES.
Foxhaven Asset Management top holdings
Foxhaven Asset Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Foxhaven Asset Management buys and sells
Use the top buys and top sells sections above to compare Foxhaven Asset Management's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Foxhaven Asset Management's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.