Foxhaven Asset Management, LP
Charlottesville VA · SEC CIK 0001590531
$31.86亿2026Q1 申报市值
14持仓数
88.4%前十大占比 · 第一大 15.1%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FWONK 新建仓+$1.08亿
V 加仓+$6,482.59万
GOOG 加仓+$5,782.64万
DASH 加仓+$5,103.79万
NU 加仓+$1,835.99万
2026Q1 卖出最多 按季末市值估算
MSFT 清仓-$2.89亿
SE 清仓-$1.27亿
AMZN 减仓-$1.15亿
DUOL 清仓-$1.00亿
CPNG 减仓-$4,439.52万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -596,657 | -100.0% | -$2.89亿 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -996,430 | -100.0% | -$1.27亿 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -571,840 | -100.0% | -$1.00亿 | 清仓 |
| AUR | AURORA INNOVATION INC | $4,422.02万 | 1.39% | 10,733,049 | -979,659 | -8.4% | -$403.62万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $1.01亿 | 3.17% | 2,205,556 | 298,674 | 15.7% | $1,368.52万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.08亿 | 3.39% | 1,268,962 | 1,268,962 | — | $1.08亿 | 新建仓 |
| NU | NU HLDGS LTD | $1.16亿 | 3.65% | 8,095,086 | 1,277,656 | 18.7% | $1,835.99万 | 加仓 |
| RBLX | ROBLOX CORP | $1.21亿 | 3.78% | 2,131,061 | -411,102 | -16.2% | -$2,325.19万 | 减仓 |
| NFLX | NETFLIX INC. | $1.41亿 | 4.42% | 1,465,626 | 112,756 | 8.3% | $1,084.15万 | 加仓 |
| DASH | DOORDASH INC | $2.02亿 | 6.33% | 1,343,876 | 339,913 | 33.9% | $5,103.79万 | 加仓 |
| V | VISA INC | $2.31亿 | 7.25% | 763,821 | 214,485 | 39.0% | $6,482.59万 | 加仓 |
| CPNG | COUPANG INC | $2.80亿 | 8.80% | 14,848,868 | -2,351,442 | -13.7% | -$4,439.52万 | 减仓 |
| GOOG | ALPHABET INC | $2.99亿 | 9.38% | 1,041,770 | 201,584 | 24.0% | $5,782.64万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.21亿 | 10.06% | 1,374,460 | -123,605 | -8.3% | -$2,883.21万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.24亿 | 10.18% | 1,066,664 | -95,926 | -8.3% | -$2,916.92万 | 减仓 |
| AMZN | AMAZON COM INC | $4.16亿 | 13.07% | 1,998,975 | -551,432 | -21.6% | -$1.15亿 | 减仓 |
| MELI | MERCADOLIBRE INC | $4.82亿 | 15.14% | 278,934 | -1,007 | -0.4% | -$174.11万 | 减仓 |