1y return−11.9%S&P 500 +20.9%
3y return+48.8%S&P 500 +68.5%
5y return+4.6%S&P 500 +74.5%
10y return+319.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $420 against $357 in the S&P 500.2
Foxhaven Asset Management, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MELIMercadolibre Inc | $519.8M | 13.9% | +9.8% |
| AMZNAmazon Com Inc | $512.9M | 13.7% | +7.7% |
| GOOGAlphabet Inc | $358.5M | 9.6% | −2.6% |
| FERGFerguson Enterprises Inc | $351.2M | 9.4% | +7.6% |
| HLTHilton Worldwide Hldgs Inc | $328.8M | 8.8% | −6.7% |
| VVisa Inc | $296.6M | 8.0% | +13.2% |
| DASHDoordash Inc | $267.0M | 7.2% | +7.7% |
| NVDANvidia Corporation | $202.4M | 5.4% | New |
| CPNGCoupang Inc | $200.2M | 5.4% | −22.4% |
| CEGConstellation Energy Corp | $138.3M | 3.7% | New |
| FWONKLiberty Media Corp Del | $130.0M | 3.5% | +7.7% |
| AFRMAffirm Hldgs Inc | $125.1M | 3.4% | −30.4% |
| Nu Hldgs LtdCUSIP G6683N103 | $116.4M | 3.1% | +7.7% |
| VRSNVerisign Inc | $94.1M | 2.5% | New |
| AURAurora Innovation Inc | $78.8M | 2.1% | +7.6% |
| SHOPShopify Inc | $10.2M | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HLTHilton Worldwide Hldgs Inc | June 30, 2020 | +349.9% | $328.8M |
| GOOGAlphabet Inc | September 30, 2023 | +168.0% | $358.5M |
| VVisa Inc | June 30, 2020 | +77.6% | $296.6M |
| AMZNAmazon Com Inc | June 30, 2020 | +72.8% | $512.9M |
| MELIMercadolibre Inc | June 30, 2020 | +72.2% | $519.8M |
| AURAurora Innovation Inc | December 31, 2023 | +56.1% | $78.8M |
| AFRMAffirm Hldgs Inc | December 31, 2024 | +33.9% | $125.1M |
| FERGFerguson Enterprises Inc | September 30, 2024 | +19.5% | $351.2M |
| FWONKLiberty Media Corp Del | March 31, 2026 | +11.9% | $130.0M |
| DASHDoordash Inc | December 31, 2025 | −18.5% | $267.0M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −14.6% | −4.6% |
| December 31, 2025 | −8.8% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | +24.7% | +10.5% |
| March 31, 2025 | −6.7% | −4.6% |
| December 31, 2024 | +6.6% | +2.1% |
| September 30, 2024 | +9.1% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +17.2% | +11.2% |
| September 30, 2023 | −0.8% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +16.0% | +7.0% |
| December 31, 2022 | −4.1% | +7.1% |
| September 30, 2022 | +2.7% | −5.3% |
| June 30, 2022 | −25.1% | −16.5% |
| March 31, 2022 | −20.2% | −4.9% |
| December 31, 2021 | −2.1% | +10.7% |
| September 30, 2021 | −3.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Foxhaven Asset Management, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1590531&type=13F-HR&dateb=&owner=include&count=40CIK 1590531
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1590531/000117266126003791/Filed August 14, 2026 · accession 0001172661-26-003791