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Asset Manager ← All Institutions

Foxhaven Asset Management, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
16
-6
New Purchases
0
Added To
0
Closed
16
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $0 0%
Large Cap 10 $0 0%
Mid Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$753.5B
Median Market Cap
$65.7B
Avg P/E
34.7
Median P/E
28.9
Avg Dividend Yield
0.00%
Avg Beta
1.51
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HLT —% -$334M -1,162,590 -100.0% SOLD
2 SE —% -$127M -996,430 -100.0% SOLD
3 CPNG —% -$406M -17,200,310 -100.0% SOLD
4 FERG —% -$334M -1,498,065 -100.0% SOLD
5 V —% -$193M -549,336 -100.0% SOLD
6 NU —% -$114M -6,817,430 -100.0% SOLD
7 AFRM —% -$142M -1,906,882 -100.0% SOLD
8 DUOL —% -$100M -571,840 -100.0% SOLD
9 AMZN —% -$589M -2,550,407 -100.0% SOLD
10 AUR —% -$45M -11,712,708 -100.0% SOLD
11 DASH —% -$227M -1,003,963 -100.0% SOLD
12 MELI —% -$564M -279,941 -100.0% SOLD
13 GOOG —% -$264M -840,186 -100.0% SOLD
14 MSFT —% -$289M -596,657 -100.0% SOLD
15 NFLX —% -$127M -1,352,870 -100.0% SOLD
16 RBLX —% -$206M -2,542,163 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
HLT —%
SE —%
CPNG —%
FERG —%
V —%
NU —%
AFRM —%
DUOL —%
AMZN —%
AUR —%
DASH —%
MELI —%
GOOG —%
MSFT —%
NFLX —%
View SEC EDGAR Filings for Foxhaven Asset Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms