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Funds / Hound Partners, LLC
Institutional Fund

Hound Partners, LLC

New York, NYCIK 13533165 filings on record

Portfolio Value
$792.32M
Q1 2026
Holdings
34
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+9.8%
from $721.29M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Carnival Corp14.7%
  • Norwegian Cruise Line Hldg L13.5%
  • Nvidia Corporation10.9%
  • Palantir Technologies Inc10.0%
  • Robinhood Mkts Inc9.2%
  • Berkshire Hathaway Inc Del6.3%
  • Other35.4%

Portfolio Holdings

34 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Carnival Corp4.51M$116.84M14.7%+985.8KAdded
2Norwegian Cruise Line Hldg L5.71M$106.83M13.5%+1.91MAdded
3Nvidia Corporation494.3K$86.21M10.9%+19.7KAdded
4Palantir Technologies Inc543.0K$79.43M10.0%0Held
5Robinhood Mkts Inc1.06M$73.15M9.2%+1.06MNew
6Berkshire Hathaway Inc Del103.5K$49.60M6.3%+103.5KNew
7Sea Ltd500.0K$41.41M5.2%0Held
8Netflix Inc284.5K$27.35M3.5%+284.5KNew
9Bio Rad Labs Inc97.7K$27.24M3.4%+54.5KAdded
10Morgan Stanley141.6K$23.30M2.9%+141.6KNew

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