Arkolith/Funds/Foxhaven Asset Management, LP

Foxhaven Asset Management, LP

CIK 1590531Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Foxhaven Asset Management, LP holds a focused book of 14 stocks worth $3.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Liberty Media Corp-Formula-C and trimmed Mercadolibre Inc. Their largest long position is Mercadolibre Inc at 15% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Foxhaven Asset Management, LP owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1590531/holdings"
Ask your agent
Use Arkolith to show Foxhaven Asset Management, LP's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
6
existing
Trimmed
7
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
58%
Top 10 holdings
88%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
32%
Industrials
32%
Information Technology
15%
Financials
14%
Communication Services
8%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Mercadolibre Inc
COM
$482.3M278.9K
15.1%
▼−0.3%
Reduced · −1K sh
2Amazon Com Inc
COM
$416.3M2.00M
13.1%
▼−22%
Reduced · −551K sh
3Hilton Worldwide Hldgs Inc
COM
$324.4M1.07M
10.2%
▼−8.3%
Reduced · −96K sh
4Ferguson Enterprises Inc
COMMON STOCK NEW
$320.6M1.37M
10.1%
▼−8.3%
Reduced · −124K sh
5Alphabet Inc
CAP STK CL C
$298.8M1.04M
9.4%
▲+24%
Added · +202K sh
6Coupang Inc
CL A
$280.3M14.85M
8.8%
▼−14%
Reduced · −2.4M sh
7Visa Inc
COM CL A
$230.9M763.8K
7.2%
▲+39%
Added · +214K sh
8Doordash Inc
CL A
$201.8M1.34M
6.3%
▲+34%
Added · +340K sh
9Netflix Inc.
COM
$140.9M1.47M
4.4%
▲+8.3%
Added · +113K sh
10Roblox Corp
CL A
$120.5M2.13M
3.8%
▼−16%
Reduced · −411K sh
11Nu Hldgs Ltd
ORD SHS CL A
$116.3M8.10M
3.7%
▲+19%
Added · +1.3M sh
12Liberty Media Corp Del
COM LBTY ONE S C
$107.9M1.27M
3.4%
▲New
New position
13Affirm Hldgs Inc
COM CL A
$101.1M2.21M
3.2%
▲+16%
Added · +299K sh
14Aurora Innovation Inc
CLASS A COM
$44.2M10.73M
1.4%
▼−8.4%
Reduced · −980K sh
Showing all 14 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202614$3.2B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202616$4.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202520$4.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202518$4.1B13F-HR
Q1 2025Mar 31, 2025May 15, 202518$3.3B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202520$3.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202420$3.6B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202419$3.6B13F-HR
Q1 2024Mar 31, 2024May 15, 202425$3.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202427$3.5B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202328$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202323$3.1B13F-HR
Q1 2023Mar 31, 2023May 15, 202325$2.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202325$2.3B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202224$2.2B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202220$2.2B13F-HR
Q1 2022Mar 31, 2022May 16, 202219$2.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202223$3.5B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202126$3.5B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202124$3.7B13F-HR
Q1 2021Mar 31, 2021May 17, 202125$3.5B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202128$3.8B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202029$3.1B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202022$3.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.