Hound Partners
Jonathan Auerbach
Latest 13F filed May 15, 2026 for the quarter ending Mar 31, 2026 · $799.4M across 35 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| May 15, 2026 | 13F-HR | Quarter ending Mar 31, 2026 | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | CARNIVAL CORP | $116.8M | 14.6% | 4,514,839 |
| 2 | NORWEGIAN CRUISE LINE HLDGS | $106.8M | 13.4% | 5,713,090 |
| 3 | NVIDIA CORPORATION | $86.2M | 10.8% | 494,314 |
| 4 | PALANTIR TECHNOLOGIES INC | $79.4M | 9.9% | 543,000 |
| 5 | ROBINHOOD MKTS INC | $73.1M | 9.2% | 1,055,555 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $49.6M | 6.2% | 103,500 |
| 7 | SEA LTD | $41.4M | 5.2% | 500,000 |
| 8 | NETFLIX INC. | $27.4M | 3.4% | 284,500 |
| 9 | BIO RAD LABS INC | $27.2M | 3.4% | 97,724 |
| 10 | MORGAN STANLEY | $23.3M | 2.9% | 141,570 |
| 11 | GOLAR LNG LTD | $18.4M | 2.3% | 339,665 |
| 12 | MICROSOFT CORP | $17.5M | 2.2% | 47,267 |
| 13 | AMAZON COM INC | $17.1M | 2.1% | 82,115 |
| 14 | FOX CORP | $16.7M | 2.1% | 314,185 |
| 15 | CAL MAINE FOODS INC | $16.1M | 2.0% | 203,851 |
| 16 | ENSIGN GROUP INC | $11.2M | 1.4% | 55,681 |
| 17 | LIBERTY LIVE HOLDINGS INC | $10.3M | 1.3% | 112,049 |
| 18 | MOHAWK INDS INC | $9.9M | 1.2% | 100,226 |
| 19 | ARROW ELECTRS INC | $7.9M | 1.0% | 55,099 |
| 20 | UIPATH INCCALL | $7.1M | 0.9% | 639,400 |
| 21 | UBER TECHNOLOGIES INC | $6.7M | 0.8% | 92,698 |
| 22 | BEL FUSE INC | $6.3M | 0.8% | 34,814 |
| 23 | VAIL RESORTS INC | $5.0M | 0.6% | 38,624 |
| 24 | G III APPAREL GROUP LTD | $3.2M | 0.4% | 115,853 |
| 25 | FORGENT POWER SOLUTIONS INC | $2.9M | 0.4% | 100,000 |
Showing top 25 of 35 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (11)
- ROBINHOOD MKTS INC$73.1M
- BERKSHIRE HATHAWAY INC DEL$49.6M
- NETFLIX INC.$27.4M
- MORGAN STANLEY$23.3M
- LIBERTY LIVE HOLDINGS INC$10.3M
- FORGENT POWER SOLUTIONS INC$2.9M
- BOBS DISC FURNITURE INC$1.4M
- UNITEDHEALTH GROUP INC$1.2M
- ELEVANCE HEALTH INC FORMERLY$1.2M
- HUMANA INC$1.1M
- ONCE UPON A FARM PBC$327K
Added to (11)
- CARNIVAL CORP$116.8M
- NORWEGIAN CRUISE LINE HLDGS$106.8M
- NVIDIA CORPORATION$86.2M
- BIO RAD LABS INC$27.2M
- MICROSOFT CORP$17.5M
- AMAZON COM INC$17.1M
- FOX CORP$16.7M
- CAL MAINE FOODS INC$16.1M
- MOHAWK INDS INC$9.9M
- UBER TECHNOLOGIES INC$6.7M
- G III APPAREL GROUP LTD$3.2M
Trimmed (6)
- GOLAR LNG LTD$18.4M
- ENSIGN GROUP INC$11.2M
- ARROW ELECTRS INC$7.9M
- UIPATH INC (Call)$7.1M
- BEL FUSE INC$6.3M
- VAIL RESORTS INC$5.0M
Exited (13)
- META PLATFORMS INC$50.8M
- ICON PLC$13.7M
- ENTEGRIS INC$13.4M
- ON HLDG AG$11.6M
- KIRBY CORP$11.0M
- WORKDAY INC$7.0M
- DOLLAR GEN CORP NEW$6.3M
- FISERV INC$4.4M
- WATERBRIDGE INFRASTRUCTURE L$2.0M
- ISHARES TR$1.4M
- MIAMI INTL HLDGS INC$1.1M
- SHARPLINK GAMING INC$1.1M
- AMBIQ MICRO INC$570K
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.