Hound Partners, LLC
13F Reported Value
ⓘ$862.9M
Holdings
32
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hound Partners, LLC disclosed 32 positions worth $862.9M in its Form 13F-HR for Q2 2026, led by $NCLH (Norwegian Cruise Line Holdings Ltd.) at 16.4% of the equity portfolio, followed by $CCL and $META. During the quarter the fund opened 10 new positions and exited 13 — including a new stake in $META and a full exit from $PLTR. The portfolio is most concentrated in Technology (34.2% of disclosed assets). All figures are sourced directly from Hound Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1353316.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $141.3M6,694,773 sh
- —
Quality
$127.2M4,452,022 sh - 79.6#35
Quality
$102.0M181,000 sh - 85.9
Quality
$97.2M485,926 sh - 73.5
Quality
$63.7M63,000 sh - —
Quality
$55.2M200,000 sh - —
Quality
$51.9M485,000 sh - 46.3
Quality
$37.3M815,000 sh - —
Quality
$22.4M449,174 sh - 68.7
Quality
$20.6M86,440 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Norwegian Cruise Line Holdings Ltd.$NCLH | — | $141.3M | 6,694,773 |
 Carnival Corp Ltd.$CCL | — | $127.2M | 4,452,022 |
 Meta Platforms, Inc.$META | 79.6#35 | $102.0M | 181,000 |
 NVIDIA CORP$NVDA | 85.9 | $97.2M | 485,926 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $63.7M | 63,000 |
 Nebius Group N.V.$NBIS | — | $55.2M | 200,000 |
 CRH PUBLIC LTD CO$CRH | — | $51.9M | 485,000 |
 IREN Ltd$IREN | 46.3 | $37.3M | 815,000 |
 GOLAR LNG LTD$GLNG | — | $22.4M | 449,174 |
 AMAZON COM INC$AMZN | 68.7 | $20.6M | 86,440 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hound Partners, LLC's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Technology
$295.5M
Industrials
$293.5M
Financials
$104.5M
Materials
$51.9M
Consumer Discretionary
$38.0M
Communication Services
$27.8M
Healthcare
$23.8M
Consumer Staples
$20.0M
Full Holdings — Hound Partners, LLC (Q2 2026)
All 32 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NCLH | Norwegian Cruise Line Holdings Ltd. | $141.3M | 16.4% | +17% | — |
| 2 | $CCL | Carnival Corp Ltd. | $127.2M | 14.7% | -1% | — |
| 3 | $META | Meta Platforms, Inc. | $102.0M | 11.8% | NEW | 79.6 |
| 4 | $NVDA | NVIDIA CORP | $97.2M | 11.3% | -2% | 85.9 |
| 5 | $GS | GOLDMAN SACHS GROUP INC | $63.7M | 7.4% | NEW | 73.5 |
| 6 | $NBIS | Nebius Group N.V. | $55.2M | 6.4% | NEW | — |
| 7 | $CRH | CRH PUBLIC LTD CO | $51.9M | 6.0% | NEW | — |
| 8 | $IREN | IREN Ltd | $37.3M | 4.3% | NEW | 46.3 |
| 9 | $GLNG | GOLAR LNG LTD | $22.4M | 2.6% | +32% | — |
| 10 | $AMZN | AMAZON COM INC | $20.6M | 2.4% | +5% | 68.7 |
| 11 |  $ENSG | ENSIGN GROUP, INC | $20.6M | 2.4% | +130% | 67.9 |
| 12 |  $MSFT | MICROSOFT CORP | $19.0M | 2.2% | +8% | 79.8 |
| 13 |  $MHK | MOHAWK INDUSTRIES INC | $16.2M | 1.9% | +34% | 52.3 |
| 14 |  $FOX | Fox Corp | $15.5M | 1.8% | +5% | 64.5 |
| 15 |  $LLYVA | Liberty Live Holdings, Inc. | $12.3M | 1.4% | +9% | 27.5 |
| 16 |  $CALM | CAL-MAINE FOODS INC | $11.8M | 1.4% | -28% | 64.2 |
| 17 |  $BELFA | BEL FUSE INC /NJ | $8.2M | 0.9% | -19% | 58.5 |
| 18 |  $TBBB | BBB FOODS INC | $7.3M | 0.8% | NEW | — |
| 19 |  $UBER | Uber Technologies, Inc | $7.2M | 0.8% | +8% | 73.5 |
| 20 |  $BIO | BIO-RAD LABORATORIES, INC. | $6.6M | 0.8% | -77% | 48.9 |
| 21 |  $DLR | DIGITAL REALTY TRUST, INC. | $6.3M | 0.7% | NEW | 72.8 |
| 22 |  $ANDG | Andersen Group Inc. | $2.3M | 0.3% | +0% | 31 |
| 23 |  $IVZ | Invesco Ltd. | $2.0M | 0.2% | NEW | — |
| 24 |  $NP | Neptune Insurance Holdings Inc. | $1.6M | 0.2% | +0% | 68.2 |
| 25 |  $CURB | Curbline Properties Corp. | $1.5M | 0.2% | NEW | 67.3 |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.1% | -32% | 62.7 |
| 27 |  $BOBS | Bob's Discount Furniture, Inc. | $1.1M | 0.1% | -41% | — |
| 28 |  $HUM | HUMANA INC | $983,120 | 0.1% | -60% | 58.9 |
| 29 |  $ELV | Elevance Health, Inc. | $948,649 | 0.1% | -38% | 59 |
| 30 |  $YSWY | Yesway, Inc. | $527,800 | 0.1% | NEW | — |
| 31 |  $OFRM | Once Upon a Farm, PBC | $409,600 | 0.1% | +0% | — |
| 32 |  $AERO | Grupo Aeromexico, S.A.B. de C.V. | $360,000 | 0.0% | +0% | — |
New Positions (10)
Exited Positions (13)
$PLTR Palantir Technologies Inc.
$HOOD Robinhood Markets, Inc.
$BRK-A BERKSHIRE HATHAWAY INC
$SE Sea Ltd
$NFLX NETFLIX INC
$MS MORGAN STANLEY
$ARW ARROW ELECTRONICS, INC.
$PATHCALL UiPath, Inc.
$MTN VAIL RESORTS INC
$GIII G III APPAREL GROUP LTD /DE/
$FPS Forgent Power Solutions, Inc.
$ALH Alliance Laundry Holdings Inc.
$NTSK Netskope IncBrowse Top Institutional Investors
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