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Hound Partners, LLC

Portfolio Manager
Hound Partners, LLC
Performance
-11.57% (2026 Q1)
AUM (13F)
$799.42M
# of Holdings
34
Performance Rank
Allocation (Top 20)
96.33%

Hound Partners, LLC Holdings Map

Top 34 Hound Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CCL
CARNIVAL CORP
14.75%4.51M$116.8M
+27.93%(+985.77K)
2025-Q1: 3.79M shares2025-Q2: 3.49M shares2025-Q3: 3.69M shares2025-Q4: 3.53M shares2026-Q1: 4.51M shares
$23.80(+17.28%)
2026-03-31
NCLH
NORWEGIAN CRUISE LINE HLDGS
13.48%5.71M$106.8M
+50.03%(+1.91M)
2025-Q1: 3.97M shares2025-Q2: 3.35M shares2025-Q3: 3.09M shares2025-Q4: 3.81M shares2026-Q1: 5.71M shares
$21.87(-9.57%)
2026-03-31
NVDA
NVIDIA CORPORATION
10.88%494.3K$86.2M
+4.16%(+19.74K)
2025-Q1: 720.6K shares2025-Q2: 506.1K shares2025-Q3: 472.3K shares2025-Q4: 474.6K shares2026-Q1: 494.3K shares
$124.06(+57.05%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
10.02%543.0K$79.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 543.0K shares2026-Q1: 543.0K shares
$180.08(-28.20%)
2026-03-31
HOOD
ROBINHOOD MKTS INC
9.23%1.06M$73.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.06M shares
$91.20(+23.61%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
6.26%103.5K$49.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 103.5K shares
$490.93(+3.43%)
2026-03-31
SE
SEA LTD
5.23%500.0K$41.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 500.0K shares2025-Q3: 500.0K shares2025-Q4: 500.0K shares2026-Q1: 500.0K shares
$145.31(-28.91%)
2026-03-31
NFLX
NETFLIX INC.
3.45%284.5K$27.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 284.5K shares
$94.96(-18.22%)
2026-03-31
BIO
BIO RAD LABS INC
3.44%97.7K$27.2M
+125.86%(+54.46K)
2025-Q1: 201.8K shares2025-Q2: 181.9K shares2025-Q3: 104.0K shares2025-Q4: 43.3K shares2026-Q1: 97.7K shares
$303.52(-2.19%)
2026-03-31
MS
MORGAN STANLEY
2.94%141.6K$23.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 141.6K shares
$171.05(+25.07%)
2026-03-31

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