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Foxhaven Asset Management, LP (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,186,340,750 · 14 positions · top-10 88.4% · SEC filing history →

13FScore 82/100 — cloning their disclosed top holdings over ~4.6y returned +22%/yr vs S&P +11%/yr (alpha +11%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$FWONK · LIBERTY MEDIA CORP DEL3.4%$107,887,149MedMedia holding company (Formula 1, SiriusXM stakes)

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$V · VISA INC7.2%+39%MedGlobal card payment network
$DASH · DOORDASH INC6.3%+34%MedLocal food and goods delivery platform

Top holdings now

Issuer% bookBusiness
$MLB1 · MERCADOLIBRE INC15.1%Latin American e-commerce and fintech
$AMZN · AMAZON COM INC13.1%E-commerce, AWS cloud computing, advertising, devices
$HLT · HILTON WORLDWIDE HLDGS INC10.2%Global hotel franchising and management
$FERG · FERGUSON ENTERPRISES INC10.1%Plumbing and HVAC products distributor
$GOOG · ALPHABET INC9.4%Google parent — search, ads, YouTube, Android, Google Cloud
$CPNG · COUPANG INC8.8%South Korea's largest e-commerce platform
$V · VISA INC7.2%Global card payment network
$DASH · DOORDASH INC6.3%Local food and goods delivery platform
$NFLX · NETFLIX INC.4.4%Subscription video streaming service
$RBLX · ROBLOX CORP3.8%Online gaming and user-generated-content platform

Generated 2026-06-27 · Alpha-Investor tracker