Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hound Partners, LLC (CIK 1353316) reported $799.4M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CCL ($116.8M, 14.62%), NCLH ($106.8M, 13.36%), NVDA ($86.2M, 10.78%), PLTR ($79.4M, 9.94%), HOOD ($73.1M, 9.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CCL | CARNIVAL CORP | $116.8M | 14.62% | 4.5M | Added |
| 2 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $106.8M | 13.36% | 5.7M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $86.2M | 10.78% | 494,314 | Added |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $79.4M | 9.94% | 543,000 | Hold |
| 5 | HOOD | ROBINHOOD MKTS INC | $73.1M | 9.15% | 1.1M | New |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.6M | 6.20% | 103,500 | New |
| 7 | SE | SEA LTD | $41.4M | 5.18% | 500,000 | Hold |
| 8 | NFLX | NETFLIX INC. | $27.4M | 3.42% | 284,500 | New |
| 9 | BIO | BIO RAD LABS INC | $27.2M | 3.41% | 97,724 | Added |
| 10 | MS | MORGAN STANLEY | $23.3M | 2.91% | 141,570 | New |
| 11 | GLNG | GOLAR LNG LTD | $18.4M | 2.30% | 339,665 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $17.5M | 2.19% | 47,267 | Added |
| 13 | AMZN | AMAZON COM INC | $17.1M | 2.14% | 82,115 | Added |
| 14 | FOX | FOX CORP | $16.7M | 2.09% | 314,185 | Added |
| 15 | CALM | CAL MAINE FOODS INC | $16.1M | 2.02% | 203,851 | Added |
| 16 | ENSG | ENSIGN GROUP INC | $11.2M | 1.40% | 55,681 | Trimmed |
| 17 | LIBERTY LIVE HOLDINGS INC | $10.3M | 1.28% | 112,049 | New | |
| 18 | MHK | MOHAWK INDS INC | $9.9M | 1.23% | 100,226 | Added |
| 19 | ARW | ARROW ELECTRS INC | $7.9M | 0.99% | 55,099 | Trimmed |
| 20 | PATH | UIPATH INC | $7.1M | 0.89% | 639,400 | Trimmed |
| 21 | UBER | UBER TECHNOLOGIES INC | $6.7M | 0.83% | 92,698 | Added |
| 22 | BELFA | BEL FUSE INC | $6.3M | 0.78% | 34,814 | Trimmed |
| 23 | MTN | VAIL RESORTS INC | $5.0M | 0.62% | 38,624 | Trimmed |
| 24 | GIII | G III APPAREL GROUP LTD | $3.2M | 0.40% | 115,853 | Added |
| 25 | FORGENT POWER SOLUTIONS INC | $2.9M | 0.37% | 100,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31