Hound Partners, LLC
Top Portfolio Positions
33 positions ·
$733,141,840 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 | 15.94% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
5,713,090 | $106,834,783 | 14.57% | |
| NVDA |
Nvidia Corp
Technology
|
494,314 | $86,208,361 | 11.76% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
543,000 | $79,430,040 | 10.83% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
1,055,555 | $73,149,961 | 9.98% | |
| SE |
Sea Ltd
Consumer Cyclical
|
500,000 | $41,405,000 | 5.65% | |
| NFLX |
Netflix Inc
Communication Services
|
284,500 | $27,354,675 | 3.73% | |
| BIO |
Bio-Rad Laboratories, Inc.
Healthcare
|
97,724 | $27,240,565 | 3.72% | |
| MS |
Morgan Stanley
Financial Services
|
141,570 | $23,298,174 | 3.18% | |
| GLNG |
Golar Lng Ltd
Energy
|
339,665 | $18,379,273 | 2.51% |
Portfolio Trend
Holdings in NTSK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,753,185 | 206,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,622,010 | 206,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,693,745 | 206,500 | Shares | Defined | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||