Institutions / Hound Partners, LLC
Hound Partners, LLC
CIK 1353316 · Institution · as of Mar 31, 2026
Portfolio value
$792.32M
Positions
34
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$792.32M+9.8%Positions
34-5.6%Top holdings
Mar 31, 2026View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| Carnival Corp Ltd. | $116.84M | 14.7% |
| Norwegian Cruise Line Holdings Ltd. | $106.83M | 13.5% |
| NVIDIA Corp | $86.21M | 10.9% |
| Palantir Technologies Inc | $79.43M | 10.0% |
| Robinhood Markets, Inc. | $73.15M | 9.2% |
| Warren E. Buffett | $49.60M | 6.3% |
| Sea Ltd | $41.41M | 5.2% |
| Netflix Inc | $27.35M | 3.5% |
| Bio-Rad Laboratories, Inc. | $27.24M | 3.4% |
| Morgan Stanley | $23.30M | 2.9% |
| Golar Lng Ltd | $18.38M | 2.3% |
| Microsoft Corp | $17.50M | 2.2% |
| Amazon.com Inc | $17.10M | 2.2% |
| Fox Corp | $16.68M | 2.1% |
| Cal-Maine Foods Inc | $16.13M | 2.0% |
| Ensign Group Inc/The | $11.22M | 1.4% |
| Liberty Live Holdings, Inc. | $10.27M | 1.3% |
| Mohawk Industries Inc | $9.87M | 1.2% |
| Arrow Electronics, Inc. | $7.90M | 1.0% |
| Uber Technologies, Inc | $6.67M | 0.8% |
| Bel Fuse Inc | $6.27M | 0.8% |
| Vail Resorts Inc | $4.96M | 0.6% |
| G III Apparel Group Ltd /De | $3.21M | 0.4% |
| Forgent Power Solutions, Inc.FPS | $2.93M | 0.4% |
| Alliance Laundry Holdings Inc.ALH | $1.76M | 0.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $73.15M | +1.1M | 1,055,555 9.23% of portfolio | high |
| Q1 2026 as of | Exit | Meta Platforms Inc Common stock | $-50.83M | -77K -100.00% | 0 | high |
| Q1 2026 as of | New | Warren E. Buffett Common stock | $49.60M | +104K | 103,500 6.26% of portfolio | medium |
| Q1 2026 as of | Add | Norwegian Cruise Line Holdings Ltd. Common stock | $35.63M | +1.9M +50.03% | 5,713,090 13.48% of portfolio | medium |
| Q1 2026 as of | New | Netflix Inc Common stock | $27.35M | +285K | 284,500 3.45% of portfolio | medium |
| Q1 2026 as of | Add | Carnival Corp Ltd. Common stock | $25.51M | +986K +27.93% | 4,514,839 14.75% of portfolio | medium |
| Q1 2026 as of | New | Morgan Stanley Common stock | $23.30M | +142K | 141,570 2.94% of portfolio | medium |
| Q1 2026 as of | Trim | Golar Lng Ltd Common stock | $-19.79M | -366K -51.85% | 339,665 2.32% of portfolio | medium |
| Q1 2026 as of | Add | Bio-Rad Laboratories, Inc. Common stock | $15.18M | +54K +125.86% | 97,724 3.44% of portfolio | medium |
| Q1 2026 as of | Exit | ICON plc Common stock | $-13.67M | -75K -100.00% | 0 | medium |