13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001353316-25-000003
Total Value
$504.3M
Positions
17
Other Managers
2
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 720,636 | $78.1M | 15.49% |
| 2 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,968,930 | $75.3M | 14.92% |
| 3 | CARNIVAL CORP | CUKPF | 3,787,937 | $74.0M | 14.67% |
| 4 | EXPEDIA GROUP INC | EXPE | 422,797 | $71.1M | 14.09% |
| 5 | BIO RAD LABS INC | 090572207 | 201,783 | $49.1M | 9.75% |
| 6 | ENTEGRIS INC | ENTG | 230,917 | $20.2M | 4.01% |
| 7 | GOLAR LNG LTD | GLNG | 507,723 | $19.3M | 3.83% |
| 8 | ARROW ELECTRS INC | 042735100 | 180,231 | $18.7M | 3.71% |
| 9 | MICROSOFT CORP | MSFT | 44,532 | $16.7M | 3.32% |
| 10 | WORKDAY INC | WDAY | 70,101 | $16.4M | 3.25% |
| 11 | DOLLAR GEN CORP NEW | 256677105 | 173,226 | $15.2M | 3.02% |
| 12 | HCA HEALTHCARE INC | HCA | 35,367 | $12.2M | 2.42% |
| 13 | AMAZON COM INC | AMZN | 57,379 | $10.9M | 2.16% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 118,651 | $8.1M | 1.60% |
| 15 | VAIL RESORTS INC | MTN | 50,093 | $8.0M | 1.59% |
| 16 | MOHAWK INDS INC | 608190104 | 56,633 | $6.5M | 1.28% |
| 17 | RAPID7 INC | RPD | 169,325 | $4.5M | 0.89% |