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 filingQ1 2026Quarter ended31 Mar 2026Filed15 May 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
29%
Of book traded, QoQ
Positions
35
Long U.S. equities
Top 10 Concentration
79%
Of reported value
QoQ Change
$56.2M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$4.3B
Form ADV, as of Nov 2024
● 100% discretionary ($4.3B)
By client type
Pooled investment vehicles: $4.3B (100.0%) · 8 clients
Pooled investment vehicles
$4.3B · 100%
13F AUM over time
$799M
Q1 ’26 · 13F AUM
▼ 56%
52 quarters
Sector Breakdown
Latest filing
Unclassified30.5% · $244.1M
Information Technology25.8% · $206.2M
Financials18.4% · $147.3M
Communication Services12.0% · $95.7M
Health Care5.2% · $41.9M
Consumer Discretionary4.4% · $35.1M
Consumer Staples2.0% · $16.1M
Other1.6% · $13.0M
Reported Holdings
Q1 2026 · sign up free for past quarters
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★ Position spotlightNVDANVIDIA CORPORATION · 10.8% of book
🔒
See how this position changed across every quarter
Multi-quarter 13F position history — shares held, buys & sells, and price over time — is a Pro feature. The latest snapshot below stays free.
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
CARNIVAL CORP
4.51MSH$116.8M~$25.88——14.6%▲ 27.9%Added
NORWEGIAN CRUISE LINE HLDGS
5.71MSH$106.8M~$18.70——13.4%▲ 50.0%Added
NVIDIA CORPORATION
NVDA· Information Technology
494KSH$86.2M~$174.40$192.53▲10.4%10.8%▲ 4.2%Added
PALANTIR TECHNOLOGIES INC
PLTR· Information Technology
543KSH$79.4M~$146.28$112.93▼22.8%9.9%—Unchanged
ROBINHOOD MKTS INC
HOOD· Financials
1.06MSH$73.1M~$69.30$98.69▲42.4%9.2%NewNew
BERKSHIRE HATHAWAY INC DEL
BRK/B· Financials
104KSH$49.6M~$479.20$498.66▲4.1%6.2%NewNew
SEA LTD
SE· Communication Services
500KSH$41.4M~$82.81$91.33▲10.3%5.2%—Unchanged
NETFLIX INC.
NFLX· Communication Services
285KSH$27.4M~$96.15$73.81▼23.2%3.4%NewNew
BIO RAD LABS INC
BIO· Health Care
98KSH$27.2M~$278.75$300.79▲7.9%3.4%▲ 125.9%Added
MORGAN STANLEY
MS· Financials
142KSH$23.3M~$164.57$212.03▲28.8%2.9%NewNew
GOLAR LNG LTD
340KSH$18.4M~$54.11——2.3%▼ 51.9%Reduced
MICROSOFT CORP
MSFT· Information Technology
47KSH$17.5M~$370.17$372.97▲0.8%2.2%▲ 37.6%Added
AMAZON COM INC
AMZN· Consumer Discretionary
82KSH$17.1M~$208.27$232.69▲11.7%2.1%▲ 80.7%Added
FOX CORP
FOX· Communication Services
314KSH$16.7M~$53.10$45.91▼13.5%2.1%▲ 3.0%Added
CAL MAINE FOODS INC
CALM· Consumer Staples
204KSH$16.1M~$79.15$80.23▲1.4%2.0%▲ 163.6%Added
ENSIGN GROUP INC
ENSG· Health Care
56KSH$11.2M~$201.50$163.05▼19.1%1.4%▼ 14.7%Reduced
LIBERTY LIVE HOLDINGS INC
LLYVA· Communication Services
112KSH$10.3M~$91.64$99.63▲8.7%1.3%NewNew
MOHAWK INDS INC
MHK· Consumer Discretionary
100KSH$9.9M~$98.46$119.76▲21.6%1.2%▲ 69.5%Added
ARROW ELECTRS INC
ARW· Information Technology
55KSH$7.9M~$143.41$215.15▲50.0%1.0%▼ 59.4%Reduced
UIPATH INC
PATH· Information Technology
639KCall$7.1M—$10.53—0.9%▼ 4.3%Reduced
CARNIVAL CORPAdded
$116.8M· 14.6%· 4.51M SH· ▲ 27.9%· cost $25.88
COMMON STOCK · DFND
NORWEGIAN CRUISE LINE HLDGSAdded
$106.8M· 13.4%· 5.71M SH· ▲ 50.0%· cost $18.70
SHS · DFND
NVDANVIDIA CORPORATIONAdded
$86.2M· 10.8%· 494K SH· ▲ 4.2%· cost $174.40· last $192.53· ▲10.4%
Information Technology · COM · DFND
PLTRPALANTIR TECHNOLOGIES INCUnchanged
$79.4M· 9.9%· 543K SH· —· cost $146.28· last $112.93· ▼22.8%
Information Technology · CL A · DFND
HOODROBINHOOD MKTS INCNew
$73.1M· 9.2%· 1.06M SH· New· cost $69.30· last $98.69· ▲42.4%
Financials · COM CL A · DFND
BRK/BBERKSHIRE HATHAWAY INC DELNew
$49.6M· 6.2%· 104K SH· New· cost $479.20· last $498.66· ▲4.1%
Financials · CL B NEW · DFND
SESEA LTDUnchanged
$41.4M· 5.2%· 500K SH· —· cost $82.81· last $91.33· ▲10.3%
Communication Services · SPONSORD ADS · DFND
NFLXNETFLIX INC.New
$27.4M· 3.4%· 285K SH· New· cost $96.15· last $73.81· ▼23.2%
Communication Services · COM · DFND
BIOBIO RAD LABS INCAdded
$27.2M· 3.4%· 98K SH· ▲ 125.9%· cost $278.75· last $300.79· ▲7.9%
Health Care · CL A · DFND
MSMORGAN STANLEYNew
$23.3M· 2.9%· 142K SH· New· cost $164.57· last $212.03· ▲28.8%
Financials · COM NEW · DFND
GOLAR LNG LTDReduced
$18.4M· 2.3%· 340K SH· ▼ 51.9%· cost $54.11
SHS · DFND
MSFTMICROSOFT CORPAdded
$17.5M· 2.2%· 47K SH· ▲ 37.6%· cost $370.17· last $372.97· ▲0.8%
Information Technology · COM · DFND
AMZNAMAZON COM INCAdded
$17.1M· 2.1%· 82K SH· ▲ 80.7%· cost $208.27· last $232.69· ▲11.7%
Consumer Discretionary · COM · DFND
FOXFOX CORPAdded
$16.7M· 2.1%· 314K SH· ▲ 3.0%· cost $53.10· last $45.91· ▼13.5%
Communication Services · CL B COM · DFND
CALMCAL MAINE FOODS INCAdded
$16.1M· 2.0%· 204K SH· ▲ 163.6%· cost $79.15· last $80.23· ▲1.4%
Consumer Staples · COM NEW · DFND
ENSGENSIGN GROUP INCReduced
$11.2M· 1.4%· 56K SH· ▼ 14.7%· cost $201.50· last $163.05· ▼19.1%
Health Care · COM · DFND
LLYVALIBERTY LIVE HOLDINGS INCNew
$10.3M· 1.3%· 112K SH· New· cost $91.64· last $99.63· ▲8.7%
Communication Services · COM SER A · DFND
MHKMOHAWK INDS INCAdded
$9.9M· 1.2%· 100K SH· ▲ 69.5%· cost $98.46· last $119.76· ▲21.6%
Consumer Discretionary · COM · DFND
ARWARROW ELECTRS INCReduced
$7.9M· 1.0%· 55K SH· ▼ 59.4%· cost $143.41· last $215.15· ▲50.0%
Information Technology · COM · DFND
PATHUIPATH INCReduced
$7.1M· 0.9%· 639K Call· ▼ 4.3%· last $10.53
Information Technology · CL A · DFND
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