Hound Partners, LLC
Top Portfolio Positions
34 positions ·
$782,739,040 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
4,514,839 | $116,844,033 | 14.93% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
5,713,090 | $106,834,783 | 13.65% | |
| NVDA |
Nvidia Corp
Technology
|
494,314 | $86,208,361 | 11.01% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
543,000 | $79,430,040 | 10.15% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
1,055,555 | $73,149,961 | 9.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
103,500 | $49,597,200 | 6.34% | |
| SE |
Sea Ltd
Consumer Cyclical
|
500,000 | $41,405,000 | 5.29% | |
| NFLX |
Netflix Inc
Communication Services
|
284,500 | $27,354,675 | 3.49% | |
| BIO |
Bio-Rad Laboratories, Inc.
Healthcare
|
97,724 | $27,240,565 | 3.48% | |
| MS |
Morgan Stanley
Financial Services
|
141,570 | $23,298,174 | 2.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CCL
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,844,033 | 4,514,839 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $107,777,706 | 3,529,067 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $106,586,342 | 3,686,833 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $98,082,081 | 3,487,983 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $73,978,409 | 3,787,937 | Shares | Defined | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||