Foxhaven Asset Management, LP
Foxhaven Asset Management, LP is an independent investment management firm headquartered in Charlottesville, Virginia. Founded in April 2013, Foxhaven operates as a limited partnership under Delaware law, serving institutional and high-net-worth clients. The firm employs approximately 10 professionals and specializes in portfolio management and investment advisory services primarily for pooled investment vehicles.
Investment Strategy
Foxhaven Asset Management manages long-only equity portfolios with a focus on high-conviction, concentrated investments in public companies. The firm’s strategy emphasizes deep fundamental research, long-term holding periods, and a disciplined risk management process. Portfolio construction typically features a small number of large positions, reflecting their conviction in the business quality and growth prospects of each holding. Foxhaven allocates capital predominantly to sectors and companies where sustainable competitive advantages and durable growth are evident.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MELI | MERCADOLIBRE INC | 12.99% | $538.6M | 206,067 | $1018.58 | $2613.63 | +$118.4M |
A AMZN | AMAZON COM INC | 11.93% | $494.6M | 2,254,255 | $126.18 | $219.39 | +$65.7M |
F FERG | FERGUSON ENTERPRISES INC | 8.20% | $339.9M | 1,561,176 | $194.23 | $217.75 | +$89.8M |
C CPNG | COUPANG INC | 7.96% | $329.8M | 11,008,260 | $38.25 | $29.96 | +$88.4M |
H HLT | HILTON WORLDWIDE HLDGS INC | 7.78% | $322.5M | 1,210,901 | $113.10 | $266.34 | +$47.0M |