Foxhaven Asset Management, LP
Charlottesville VA · SEC CIK 0001590531
$37.30亿2026Q2 申报市值
16持仓数
85.1%前十大占比 · 第一大 13.9%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$2.02亿
CEG 新建仓+$1.38亿
VRSN 新建仓+$9,408.12万
MELI 加仓+$4,636.08万
AMZN 加仓+$3,646.96万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$1.41亿
RBLX 清仓-$1.21亿
CPNG 减仓-$5,769.58万
AFRM 减仓-$5,475.28万
HLT 减仓-$2,368.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $5.20亿 | 13.94% | 306,247 | 27,313 | 9.8% | $4,636.08万 | 加仓 |
| AMZN | AMAZON COM INC | $5.13亿 | 13.75% | 2,151,990 | 153,015 | 7.7% | $3,646.96万 | 加仓 |
| GOOG | ALPHABET INC | $3.58亿 | 9.61% | 1,014,534 | -27,236 | -2.6% | -$962.33万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.51亿 | 9.41% | 1,479,590 | 105,130 | 7.6% | $2,495.05万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.29亿 | 8.81% | 994,998 | -71,666 | -6.7% | -$2,368.27万 | 减仓 |
| V | VISA INC | $2.97亿 | 7.95% | 864,596 | 100,775 | 13.2% | $3,457.49万 | 加仓 |
| DASH | DOORDASH INC | $2.67亿 | 7.16% | 1,446,858 | 102,982 | 7.7% | $1,900.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.02亿 | 5.43% | 1,011,481 | 1,011,481 | — | $2.02亿 | 新建仓 |
| CPNG | COUPANG INC | $2.00亿 | 5.37% | 11,527,293 | -3,321,575 | -22.4% | -$5,769.58万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.38亿 | 3.71% | 556,719 | 556,719 | — | $1.38亿 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.30亿 | 3.48% | 1,366,203 | 97,241 | 7.7% | $925.15万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1.25亿 | 3.35% | 1,534,155 | -671,401 | -30.4% | -$5,475.28万 | 减仓 |
| NU | NU HLDGS LTD | $1.16亿 | 3.12% | 8,715,386 | 620,300 | 7.7% | $828.72万 | 加仓 |
| VRSN | VERISIGN INC | $9,408.12万 | 2.52% | 373,991 | 373,991 | — | $9,408.12万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $7,879.82万 | 2.11% | 11,553,993 | 820,944 | 7.6% | $559.88万 | 加仓 |
| SHOP | SHOPIFY INC | $1,019.66万 | 0.27% | 89,303 | 89,303 | — | $1,019.66万 | 新建仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -1,465,626 | -100.0% | -$1.41亿 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -2,131,061 | -100.0% | -$1.21亿 | 清仓 |