13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001375836-25-000008
Total Value
$739.9M
Positions
28
Other Managers
2
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORP | CUKPF | 3,487,983 | $98.1M | 13.26% |
| 2 | SEA LTD | SE | 500,000 | $80.0M | 10.81% |
| 3 | NVIDIA CORPORATION | NVDA | 506,100 | $80.0M | 10.81% |
| 4 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,352,836 | $68.0M | 9.19% |
| 5 | EXPEDIA GROUP INC | EXPE | 351,025 | $59.2M | 8.00% |
| 6 | GOLDMAN SACHS GROUP INC | GSCE | 80,000 | $56.6M | 7.65% |
| 7 | BIO RAD LABS INC | 090572207 | 181,936 | $43.9M | 5.93% |
| 8 | GOLAR LNG LTD | GLNG | 653,595 | $26.9M | 3.64% |
| 9 | APPLE INC | AAPL | 123,000 | $25.2M | 3.41% |
| 10 | ENTEGRIS INC | ENTG | 307,737 | $24.8M | 3.35% |
| 11 | ARROW ELECTRS INC | 042735100 | 162,381 | $20.7M | 2.80% |
| 12 | MICROSOFT CORP | MSFT | 40,081 | $19.9M | 2.69% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 219,194 | $17.8M | 2.40% |
| 14 | WORKDAY INC | WDAY | 61,915 | $14.9M | 2.01% |
| 15 | DOLLAR GEN CORP NEW | 256677105 | 120,594 | $13.8M | 1.86% |
| 16 | ON HLDG AG | H5919C104 | 250,000 | $13.0M | 1.76% |
| 17 | HCA HEALTHCARE INC | HCA | 31,832 | $12.2M | 1.65% |
| 18 | AMAZON COM INC | AMZN | 54,445 | $11.9M | 1.61% |
| 19 | VAIL RESORTS INC | MTN | 74,570 | $11.7M | 1.58% |
| 20 | ICON PLC | ICLR | 75,000 | $10.9M | 1.47% |
| 21 | MOHAWK INDS INC | 608190104 | 103,094 | $10.8M | 1.46% |
| 22 | FISERV INC | FISV | 33,359 | $5.8M | 0.78% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 13,437 | $4.2M | 0.57% |
| 24 | RAPID7 INC | RPD | 153,175 | $3.5M | 0.48% |
| 25 | G III APPAREL GROUP LTD | GIII | 126,040 | $2.8M | 0.38% |
| 26 | SERVICETITAN INC | TTAN | 20,000 | $2.1M | 0.29% |
| 27 | ONESTREAM INC | OS | 30,000 | $849,000 | 0.11% |
| 28 | ATEGRITY SPECIALTY IN CO HO | 04681Y103 | 10,000 | $215,200 | 0.03% |