Hound Partners
Latest statistics and disclosures from Hound Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBIT, BKNG, FTNT, MSFT, GLNG, and represent 59.55% of Hound Partners's stock portfolio.
- Added to shares of these 8 stocks: DG (+$22M), MSFT (+$17M), WDAY (+$14M), AMZN (+$12M), ENTG (+$9.1M), NVDA (+$6.7M), V (+$5.4M), ARWR.
- Started 3 new stock positions in ENTG, DG, NVDA.
- Reduced shares in these 10 stocks: FTNT (-$149M), BIO (-$32M), BKNG (-$28M), GLNG (-$15M), MHK (-$12M), HCA (-$11M), FI (-$8.6M), MTN, DHR, IBIT.
- Sold out of its positions in FTCI, MHK.
- Hound Partners was a net seller of stock by $-172M.
- Hound Partners has $400M in assets under management (AUM), dropping by -19.87%.
- Central Index Key (CIK): 0001353316
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Portfolio Holdings for Hound Partners
Hound Partners holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 22.4 | $90M | 2.5M | 36.13 |
|
|
| Booking Holdings (BKNG) | 11.1 | $44M | -38% | 11k | 4212.12 |
|
| Fortinet (FTNT) | 9.5 | $38M | -79% | 492k | 77.55 |
|
| Microsoft Corporation (MSFT) | 9.5 | $38M | +80% | 88k | 430.30 |
|
| Golar Lng SHS (GLNG) | 7.0 | $28M | -34% | 762k | 36.76 |
|
| Bio Rad Labs Cl A (BIO) | 5.7 | $23M | -58% | 68k | 334.58 |
|
| Dollar General (DG) | 5.6 | $22M | NEW | 262k | 84.57 |
|
| Amazon (AMZN) | 5.1 | $21M | +131% | 110k | 186.33 |
|
| Workday Cl A (WDAY) | 5.0 | $20M | +218% | 82k | 244.41 |
|
| Visa Com Cl A (V) | 4.2 | $17M | +48% | 61k | 274.95 |
|
| Vail Resorts (MTN) | 2.6 | $10M | -13% | 60k | 174.29 |
|
| Danaher Corporation (DHR) | 2.5 | $10M | -13% | 36k | 278.02 |
|
| Fiserv (FI) | 2.4 | $9.6M | -47% | 53k | 179.65 |
|
| Entegris (ENTG) | 2.3 | $9.1M | NEW | 81k | 112.53 |
|
| Arrowhead Pharmaceuticals (ARWR) | 1.8 | $7.3M | +40% | 379k | 19.37 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $6.7M | NEW | 55k | 121.44 |
|
| Hca Holdings (HCA) | 1.6 | $6.4M | -63% | 16k | 406.43 |
|
Past Filings by Hound Partners
SEC 13F filings are viewable for Hound Partners going back to 2010
- Hound Partners 2024 Q3 filed Nov. 14, 2024
- Hound Partners 2024 Q2 filed Aug. 14, 2024
- Hound Partners 2024 Q1 filed May 15, 2024
- Hound Partners 2023 Q4 filed Feb. 14, 2024
- Hound Partners 2023 Q3 filed Nov. 14, 2023
- Hound Partners 2023 Q2 filed Aug. 14, 2023
- Hound Partners 2023 Q1 filed May 15, 2023
- Hound Partners 2022 Q4 filed Feb. 14, 2023
- Hound Partners 2022 Q3 filed Nov. 14, 2022
- Hound Partners 2022 Q2 filed Aug. 15, 2022
- Hound Partners 2022 Q1 filed May 13, 2022
- Hound Partners 2021 Q4 filed Feb. 14, 2022
- Hound Partners 2021 Q3 filed Nov. 15, 2021
- Hound Partners 2021 Q2 filed Aug. 16, 2021
- Hound Partners 2021 Q1 filed May 17, 2021
- Hound Partners 2020 Q4 filed Feb. 16, 2021