13F filer · graded

Foxhaven Asset Management, LP

#84 of 161

rank in today's book

48th

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−19.4%
DASH2026-02-17— at buyConsensus now

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As of 2026-10-28. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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