Hound Partners, LLC
Net seller this quarter
$863M
31
-$10.9M
83.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NCLH | $141M | 16.38% | 1.46% | +17.2% | Q2 2020 |
 CCL | $127M | 14.74% | 0.33% | -1.4% | Q1 2025 |
 META | $102M | 11.82% | Not reported | Not reported | Q1 2017 |
 NVDA | $97.2M | 11.27% | 0.00% | -1.7% | Q3 2024 |
 GS | $63.7M | 7.38% | 0.02% | Not reported | Q2 2025 |
 NBIS | $55.2M | 6.40% | 0.08% | Not reported | Q3 2018 |
 CRH | $51.9M | 6.01% | 0.07% | New | Q2 2026 |
 IREN | $37.3M | 4.32% | 0.23% | New | Q2 2026 |
 GLNG | $22.4M | 2.59% | 0.44% | +32.2% | Q2 2013 |
 AMZN | $20.6M | 2.39% | 0.00% | +5.3% | Q2 2024 |
 ENSG | $20.6M | 2.38% | 0.22% | +130.4% | Q3 2025 |
 MSFT | $19M | 2.21% | 0.00% | +8.0% | Q2 2018 |
 MHK | $16.2M | 1.88% | 0.22% | +33.6% | Q3 2017 |
 FOX | $15.5M | 1.80% | Not reported | +5.4% | Q4 2025 |
 LLYVA | $12.3M | 1.43% | Not reported | +8.5% | Q1 2026 |
 CALM | $11.8M | 1.37% | 0.31% | -27.9% | Q4 2023 |
 BELFA | $8.17M | 0.95% | 1.29% | -19.4% | Q4 2025 |
 TBBB | $7.26M | 0.84% | Not reported | New | Q2 2026 |
 UBER | $7.24M | 0.84% | 0.00% | +8.2% | Q4 2024 |
 BIO | $6.6M | 0.76% | 0.08% | -77.0% | Q1 2020 |
 DLR | $6.29M | 0.73% | 0.01% | Not reported | Q3 2018 |
 ANDG | $2.26M | 0.26% | Not reported | Not reported | Q4 2025 |
 NP | $1.59M | 0.18% | 0.05% | Not reported | Q4 2025 |
 CURB | $1.52M | 0.18% | 0.04% | New | Q2 2026 |
 UNH | $1.29M | 0.15% | 0.00% | -32.2% | Q2 2025 |
 BOBS | $1.14M | 0.13% | 0.06% | -41.0% | Q1 2026 |
 HUM | $983K | 0.11% | 0.00% | -60.0% | Q1 2026 |
 ELV | $949K | 0.11% | 0.00% | -37.7% | Q1 2026 |
 YSWY | $528K | 0.06% | 26000.00% | New | Q2 2026 |
 OFRM | $410K | 0.05% | 0.05% | Not reported | Q1 2026 |
 AERO | $360K | 0.04% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| CCL | $117M | 14.62% | 0.36% | +27.9% | Q1 2025 |
| NCLH | $107M | 13.36% | 1.24% | +50.0% | Q2 2020 |
| NVDA | $86.2M | 10.78% | 0.00% | +4.2% | Q3 2024 |
 PLTR | $79.4M | 9.94% | 0.02% | Not reported | Q4 2025 |
 HOOD | $73.1M | 9.15% | 0.45% | New | Q1 2026 |
 BRK.B | $49.6M | 6.20% | Not reported | New | Q1 2026 |
 SE | $41.4M | 5.18% | 0.28% | Not reported | Q2 2025 |
 NFLX | $27.4M | 3.42% | 0.01% | New | Q1 2026 |
| BIO | $27.2M | 3.41% | 0.35% | +125.9% | Q1 2020 |
 MS | $23.3M | 2.91% | 0.01% | New | Q1 2026 |
| GLNG | $18.4M | 2.30% | 0.34% | -51.9% | Q2 2013 |
| MSFT | $17.5M | 2.19% | 0.00% | +37.6% | Q2 2018 |
| AMZN | $17.1M | 2.14% | 0.00% | +80.7% | Q2 2024 |
| FOX | $16.7M | 2.09% | Not reported | +3.0% | Q4 2025 |
| CALM | $16.1M | 2.02% | 0.43% | +163.6% | Q4 2023 |
| ENSG | $11.2M | 1.40% | 0.10% | -14.7% | Q3 2025 |
| LLYVA | $10.3M | 1.28% | Not reported | New | Q1 2026 |
| MHK | $9.87M | 1.23% | 0.16% | +69.5% | Q3 2017 |
 ARW | $7.9M | 0.99% | 0.11% | -59.4% | Q4 2024 |
| UBER | $6.67M | 0.83% | 0.00% | +68.1% | Q4 2024 |
| BELFA | $6.27M | 0.78% | 1.60% | -7.5% | Q4 2025 |
 MTN | $4.96M | 0.62% | 0.11% | -35.0% | Q2 2024 |
 GIII | $3.21M | 0.40% | 0.27% | +3.4% | Q2 2025 |
 FPS | $2.93M | 0.37% | Not reported | New | Q1 2026 |
 ALH | $1.76M | 0.22% | 0.04% | Not reported | Q4 2025 |
 NTSK | $1.75M | 0.22% | Not reported | Not reported | Q3 2025 |
| ANDG | $1.63M | 0.20% | Not reported | Not reported | Q4 2025 |
| BOBS | $1.43M | 0.18% | 0.09% | New | Q1 2026 |
| UNH | $1.24M | 0.16% | 0.00% | Not reported | Q2 2025 |
| NP | $1.22M | 0.15% | 0.05% | Not reported | Q4 2025 |
| ELV | $1.15M | 0.14% | 0.00% | New | Q1 2026 |
| HUM | $1.07M | 0.13% | 0.01% | New | Q1 2026 |
| OFRM | $327K | 0.04% | 0.05% | New | Q1 2026 |
| AERO | $280K | 0.04% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| CCL | $108M | 14.50% | 0.30% | -4.3% | Q1 2025 |
| PLTR | $96.5M | 12.99% | 0.02% | New | Q4 2025 |
| NVDA | $88.5M | 11.91% | 0.00% | +0.5% | Q3 2024 |
| NCLH | $85M | 11.44% | 0.84% | +23.1% | Q2 2020 |
| SE | $63.8M | 8.58% | 0.28% | Not reported | Q2 2025 |
| META | $50.8M | 6.84% | Not reported | Not reported | Q1 2017 |
| GLNG | $26.3M | 3.53% | 0.70% | +7.1% | Q2 2013 |
| FOX | $19.8M | 2.67% | Not reported | New | Q4 2025 |
| MSFT | $16.6M | 2.23% | 0.00% | -1.6% | Q2 2018 |
| ARW | $15M | 2.01% | 0.26% | -17.2% | Q4 2024 |
 ICLR | $13.7M | 1.84% | 0.10% | Not reported | Q2 2025 |
 ENTG | $13.4M | 1.81% | 0.11% | -20.4% | Q3 2023 |
| BIO | $13.1M | 1.76% | 0.16% | -58.4% | Q1 2020 |
 ONON | $11.6M | 1.56% | 0.08% | Not reported | Q2 2025 |
| ENSG | $11.4M | 1.53% | 0.11% | -6.5% | Q3 2025 |
 KEX | $11M | 1.48% | 0.18% | -24.9% | Q2 2020 |
| AMZN | $10.5M | 1.41% | 0.00% | -17.2% | Q2 2024 |
| MTN | $7.89M | 1.06% | 0.17% | -21.1% | Q2 2024 |
 WDAY | $7M | 0.94% | 0.01% | -47.8% | Q4 2019 |
| MHK | $6.46M | 0.87% | 0.10% | -17.2% | Q3 2017 |
 DG | $6.27M | 0.84% | 0.02% | -61.2% | Q3 2024 |
| CALM | $6.15M | 0.83% | 0.16% | Not reported | Q4 2023 |
| BELFA | $5.71M | 0.77% | 1.73% | New | Q4 2025 |
| UBER | $4.51M | 0.61% | 0.00% | Not reported | Q4 2024 |
 FISV | $4.4M | 0.59% | 0.01% | -17.2% | Q1 2024 |
| NTSK | $3.62M | 0.49% | Not reported | Not reported | Q3 2025 |
| GIII | $3.24M | 0.44% | 0.27% | -76.6% | Q2 2025 |
 WBI | $2M | 0.27% | Not reported | Not reported | Q3 2025 |
| ALH | $1.73M | 0.23% | 0.04% | New | Q4 2025 |
| ANDG | $1.56M | 0.21% | Not reported | New | Q4 2025 |
| NP | $1.47M | 0.20% | 0.05% | New | Q4 2025 |
 MIAX | $1.11M | 0.15% | 0.03% | Not reported | Q3 2025 |
 SBET | $1.07M | 0.14% | 0.06% | +0.8% | Q3 2025 |
 AMBQ | $570K | 0.08% | 0.11% | Not reported | Q3 2025 |
| AERO | $439K | 0.06% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| CCL | $107M | 13.69% | 0.32% | +5.7% | Q1 2025 |
| GS | $92.4M | 11.86% | 0.04% | +45.0% | Q2 2025 |
| SE | $89.4M | 11.48% | 0.28% | Not reported | Q2 2025 |
| NVDA | $88.1M | 11.32% | 0.00% | -6.7% | Q3 2024 |
| NCLH | $76.2M | 9.78% | 0.68% | -7.8% | Q2 2020 |
 EXPE | $48.4M | 6.21% | 0.19% | -35.5% | Q2 2017 |
| BIO | $29.2M | 3.74% | 0.38% | -42.9% | Q1 2020 |
| GLNG | $26.6M | 3.42% | 0.63% | +0.8% | Q2 2013 |
| ARW | $19.8M | 2.55% | 0.32% | +0.9% | Q4 2024 |
| ENTG | $18.5M | 2.38% | 0.13% | -34.9% | Q3 2023 |
| MSFT | $18.1M | 2.32% | 0.00% | -13.0% | Q2 2018 |
| WDAY | $15M | 1.93% | 0.03% | +0.8% | Q4 2019 |
 LLYVK | $14M | 1.79% | Not reported | -34.3% | Q4 2024 |
| ICLR | $13.1M | 1.69% | 0.10% | Not reported | Q2 2025 |
| GIII | $12.7M | 1.64% | 1.13% | +280.0% | Q2 2025 |
| DG | $12.6M | 1.61% | 0.06% | +0.8% | Q3 2024 |
| ENSG | $12.1M | 1.55% | 0.12% | New | Q3 2025 |
| AMZN | $12M | 1.55% | 0.00% | +0.8% | Q2 2024 |
| MTN | $11.3M | 1.45% | 0.21% | +1.0% | Q2 2024 |
| KEX | $11.1M | 1.42% | 0.24% | Not reported | Q2 2020 |
| ONON | $10.6M | 1.36% | 0.09% | Not reported | Q2 2025 |
| FISV | $10.2M | 1.31% | 0.01% | +137.2% | Q1 2024 |
| MHK | $9.21M | 1.18% | 0.11% | -30.7% | Q3 2017 |
 HCA | $7.78M | 1.00% | 0.01% | -42.6% | Q4 2015 |
| NTSK | $4.69M | 0.60% | Not reported | New | Q3 2025 |
 RPD | $2.9M | 0.37% | 0.24% | +1.1% | Q4 2024 |
| WBI | $2.52M | 0.32% | Not reported | New | Q3 2025 |
| SBET | $2.02M | 0.26% | 0.06% | New | Q3 2025 |
| MIAX | $1.01M | 0.13% | 0.03% | New | Q3 2025 |
| AMBQ | $598K | 0.08% | 0.11% | New | Q3 2025 |