13F Filings/Hound Partners, LLC

Hound Partners, LLC

Hedge FundCIK0001353316LocationNEW YORK, NY 10016, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026
Firm profile · Form ADV
SEC adviser registration

Hound Partners, LLC is an investment management firm founded in October 2004 by Jonathan Auerbach. Its advisory services focus on managing long and short portfolios, primarily in equity and equity-related instruments. The firm serves as investment manager to eight private funds, which employ long/short, short biased with market hedges, or long/short with a market hedge strategies.Summarised from the firm’s Form ADV Part 2A brochure.

CRD
155551 · 801-72100
Portfolio Turnover
57%
Of book traded, QoQ
Positions
32
Long U.S. equities
Top 10 Concentration
83%
Of reported value
QoQ Change
$63.5M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$5.0B
Form ADV, as of Mar 2026
● 100% discretionary ($5.0B)
By client type
Pooled investment vehicles: $5.0B (100.0%) · 10 clients
Pooled investment vehicles
$5.0B · 100%
13F AUM over time
$863M
Q2 ’26 · 13F AUM
▼ 53%
53 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightMETAMETA PLATFORMS INC · 11.8% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
NORWEGIAN CRUISE LINE HLDGS
6.69MSH$141.3M~$21.11——16.4%▲ 17.2%Added
CARNIVAL CORP LTD
4.45MSH$127.2M~$28.57——14.7%NewNew
META PLATFORMS INC
META· Communication Services
181KSH$102.0M~$563.29$549.90▼2.4%11.8%NewNew
NVIDIA CORPORATION
NVDA· Information Technology
486KSH$97.2M~$200.09$214.72▲7.3%11.3%▼ 1.7%Reduced
GOLDMAN SACHS GROUP INC
GS· Financials
63KSH$63.7M~$1011.37$1039.28▲2.8%7.4%NewNew
NEBIUS GROUP N.V.
200KSH$55.2M~$276.17——6.4%NewNew
CRH PLC
485KSH$51.9M~$107.00——6.0%NewNew
IREN LIMITED
815KSH$37.3M~$45.73——4.3%NewNew
GOLAR LNG LTD
449KSH$22.4M~$49.84——2.6%▲ 32.2%Added
AMAZON COM INC
AMZN· Consumer Discretionary
86KSH$20.6M~$238.34$258.63▲8.5%2.4%▲ 5.3%Added
NORWEGIAN CRUISE LINE HLDGSAdded
$141.3M· 16.4%· 6.69M SH· ▲ 17.2%· cost $21.11
SHS · DFND
CARNIVAL CORP LTDNew
$127.2M· 14.7%· 4.45M SH· New· cost $28.57
COMMON SHARES · DFND
METAMETA PLATFORMS INCNew
$102.0M· 11.8%· 181K SH· New· cost $563.29· last $549.90· ▼2.4%
Communication Services · CL A · DFND
NVDANVIDIA CORPORATIONReduced
$97.2M· 11.3%· 486K SH· ▼ 1.7%· cost $200.09· last $214.72· ▲7.3%
Information Technology · COM · DFND
GSGOLDMAN SACHS GROUP INCNew
$63.7M· 7.4%· 63K SH· New· cost $1011.37· last $1039.28· ▲2.8%
Financials · COM · DFND
NEBIUS GROUP N.V.New
$55.2M· 6.4%· 200K SH· New· cost $276.17
SHS CLASS A · DFND
CRH PLCNew
$51.9M· 6.0%· 485K SH· New· cost $107.00
ORD · DFND
IREN LIMITEDNew
$37.3M· 4.3%· 815K SH· New· cost $45.73
ORDINARY SHARES · DFND
GOLAR LNG LTDAdded
$22.4M· 2.6%· 449K SH· ▲ 32.2%· cost $49.84
SHS · DFND
AMZNAMAZON COM INCAdded
$20.6M· 2.4%· 86K SH· ▲ 5.3%· cost $238.34· last $258.63· ▲8.5%
Consumer Discretionary · COM · DFND
1–10 of 32
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Sector Breakdown
Q2 2026
Unclassified51.8% · $447.0M
Communication Services15.0% · $129.8M
Information Technology14.4% · $124.4M
Financials7.6% · $65.3M
Consumer Discretionary4.3% · $36.8M
Health Care3.5% · $30.4M
Consumer Staples1.4% · $11.8M
Other2.0% · $17.3M
← All 13F filings