13F filer · graded

Foxhaven Asset Management, LP

#74 of 134

rank in today's book

46th

percentile

60%

niche skew

2

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

NFLX2026-02-17Fading at buyFading now−6.6%
DASH2026-02-17— at buyConsensus now

Similar filers

As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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