Institutional Manager · CIK 0001353316
Hound Partners, LLC
NEW YORK, NY · File #028-11815
Latest AUM
$743.2M
Positions
38
Top-10 Concentration
76.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202538 pos · $743.2M
- 13F HOLDINGS REPORTQ/E Sep 202530 pos · $778.6M
- 13F HOLDINGS REPORTQ/E Jun 202528 pos · $739.9M
- 13F HOLDINGS REPORTQ/E Mar 202517 pos · $504.3M
- 13F HOLDINGS REPORTQ/E Dec 202419 pos · $260.5M
- 13F HOLDINGS REPORTQ/E Sep 202417 pos · $399.5M
- 13F HOLDINGS REPORTQ/E Jun 202416 pos · $498.6M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $335.5M
- 13F HOLDINGS REPORTQ/E Dec 202318 pos · $451.1M
- 13F HOLDINGS REPORTQ/E Sep 202316 pos · $440.7M
- 13F HOLDINGS REPORTQ/E Jun 202314 pos · $397.2M
- 13F HOLDINGS REPORTQ/E Mar 202313 pos · $338.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORP | CUKPF | 3,529,067 | $107.8M | 14.50% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 543,000 | $96.5M | 12.99% |
| 3 | NVIDIA CORPORATION | NVDA | 474,577 | $88.5M | 11.91% |
| 4 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,807,887 | $85.0M | 11.44% |
| 5 | SEA LTD | SE | 500,000 | $63.8M | 8.58% |
| 6 | META PLATFORMS INC | META | 77,000 | $50.8M | 6.84% |
| 7 | GOLAR LNG LTD | GLNG | 705,460 | $26.3M | 3.53% |
| 8 | FOX CORP | FOX | 305,071 | $19.8M | 2.67% |
| 9 | MICROSOFT CORP | MSFT | 34,345 | $16.6M | 2.23% |
| 10 | ARROW ELECTRS INC | 042735100 | 135,695 | $15.0M | 2.01% |
| 11 | ICON PLC | ICLR | 75,000 | $13.7M | 1.84% |
| 12 | ENTEGRIS INC | ENTG | 159,450 | $13.4M | 1.81% |
| 13 | BIO RAD LABS INC | 090572207 | 43,268 | $13.1M | 1.76% |
| 14 | ON HLDG AG | H5919C104 | 250,000 | $11.6M | 1.56% |
| 15 | ENSIGN GROUP INC | ENSG | 65,273 | $11.4M | 1.53% |
| 16 | KIRBY CORP | KEX | 99,767 | $11.0M | 1.48% |
| 17 | UIPATH INC | PATH | 669,600 | $11.0M | 1.48% |
| 18 | UIPATH INC | PATH | 668,300 | $11.0M | 1.47% |
| 19 | AMAZON COM INC | AMZN | 45,436 | $10.5M | 1.41% |
| 20 | VAIL RESORTS INC | MTN | 59,430 | $7.9M | 1.06% |