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Foxhaven Asset Management, LP
Vermögensverwalter · Portfolio $3.73 Mrd. · 16 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 18
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| MercadoLibre Inc. US:MELI | 306 247 | $520 Mio. | 13.94% | +27 313 |
| Amazon.com, Inc. US:AMZN | 2 151 990 | $513 Mio. | 13.75% | +153 015 |
| Alphabet Inc. US:GOOG | 1 014 534 | $358 Mio. | 9.61% | −27 236 |
| Ferguson Plc US:FERG | 1 479 590 | $351 Mio. | 9.41% | +105 130 |
| Hilton Worldwide Holdings In… US:HLT | 994 998 | $329 Mio. | 8.81% | −71 666 |
| Visa Inc. Class A US:V | 864 596 | $297 Mio. | 7.95% | +100 775 |
| DoorDash, Inc. Class A US:DASH | 1 446 858 | $267 Mio. | 7.16% | +102 982 |
| NVIDIA Corporation US:NVDA | 1 011 481 | $202 Mio. | 5.43% | neu |
| Coupang LLC US:CPNG | 11 527 293 | $200 Mio. | 5.37% | −3 321 575 |
| Constellation Energy Corp US:CEG | 556 719 | $138 Mio. | 3.71% | neu |
| Liberty Media Corporation Se… US:FWONK | 1 366 203 | $130 Mio. | 3.48% | +97 241 |
| Affirm Holdings Inc US:AFRM | 1 534 155 | $125 Mio. | 3.35% | −671 401 |
| NU HLDGS LTD CUSIP G6683N103 | 8 715 386 | $116 Mio. | 3.12% | +620 300 |
| VeriSign Inc US:VRSN | 373 991 | $94.1 Mio. | 2.52% | neu |
| Aurora Innovation Inc US:AUR | 11 553 993 | $78.8 Mio. | 2.11% | +820 944 |
| Shopify Inc US:SHOP | 89 303 | $10.2 Mio. | 0.27% | neu |
| Netflix Inc US:NFLX | 0 (war 1 465 626) | — | — | verkauft |
| Roblox Corp US:RBLX | 0 (war 2 131 061) | — | — | verkauft |
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