§ 13F · FUND PROFILE
Hound Partners, LLC.
AUM · $779M (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$455M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 6.69M | $141M | 16.4% | +17% |
| 2 | CCL | CARNIVAL CORP LTD | 4.45M | $127M | 14.7% | NEW |
| 3 | META | META PLATFORMS INC | 181K | $102M | 11.8% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 486K | $97M | 11.3% | −2% |
| 5 | GS | GOLDMAN SACHS GROUP INC | 63K | $64M | 7.4% | NEW |
| 6 | NBIS | NEBIUS GROUP N.V. | 200K | $55M | 6.4% | NEW |
| 7 | CRH | CRH PLC | 485K | $52M | 6.0% | NEW |
| 8 | IREN | IREN LIMITED | 815K | $37M | 4.3% | NEW |
| 9 | GLNG | GOLAR LNG LTD | 449K | $22M | 2.6% | +32% |
| 10 | AMZN | AMAZON COM INC | 86K | $21M | 2.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOUND SIGNAL
AC read
Hound Partners, LLC is a Other fund managing $779 million in assets. The fund runs a portfolio of 30 positions.
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