13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001353316-24-000006
Total Value
$498.6M
Positions
16
Other Managers
2
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FORTINET INC | FTNT | 2,407,863 | $145.1M | 29.10% |
| 2 | ISHARES BITCOIN TR | IBIT | 2,523,456 | $86.2M | 17.28% |
| 3 | BOOKING HOLDINGS INC | BKNG | 17,084 | $67.7M | 13.57% |
| 4 | BIO RAD LABS INC | 090572207 | 164,870 | $45.0M | 9.03% |
| 5 | GOLAR LNG LTD | GLNG | 1,154,752 | $36.2M | 7.26% |
| 6 | MICROSOFT CORP | MSFT | 48,756 | $21.8M | 4.37% |
| 7 | FISERV INC | FISV | 101,203 | $15.1M | 3.03% |
| 8 | HCA HEALTHCARE INC | HCA | 43,433 | $14.0M | 2.80% |
| 9 | VAIL RESORTS INC | MTN | 69,060 | $12.4M | 2.49% |
| 10 | MOHAWK INDS INC | 608190104 | 105,701 | $12.0M | 2.41% |
| 11 | VISA INC | V | 40,805 | $10.7M | 2.15% |
| 12 | DANAHER CORPORATION | 235851102 | 41,659 | $10.4M | 2.09% |
| 13 | AMAZON COM INC | AMZN | 47,538 | $9.2M | 1.84% |
| 14 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 269,929 | $7.0M | 1.41% |
| 15 | WORKDAY INC | WDAY | 25,603 | $5.7M | 1.15% |
| 16 | FTC SOLAR INC | FTCI | 330,418 | $116,638 | 0.02% |