Foxhaven Asset Management, LP

Comprehensive Analysis of Foxhaven Asset Management LP (SEC 13F)

1. Portfolio Overview

Foxhaven Asset Management LP manages a concentrated portfolio valued at approximately $3.13 billion as of the report date September 30, 2025. This represents a significant reduction in assets under management (AUM), with the portfolio shrinking by 24.5% from the previous quarter's $4.14 billion. The fund maintains a highly focused strategy, holding only 14 positions, which indicates a prefere...