Growth
Hound Partners
Hound Partners’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$862.9M
reported long US equity
Positions
32
US-listed holdings
New this quarter
11
13 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NORWEGIAN CRUISE LINE HLDGS | $141.3M | 16.4% | 6.7M | Added |
| 2 | CARNIVAL CORP LTD | $127.2M | 14.7% | 4.5M | New |
| 3 | METAMETA PLATFORMS INC | $102.0M | 11.8% | 181.0K | New |
| 4 | NVDANVIDIA CORPORATION | $97.2M | 11.3% | 485.9K | Reduced |
| 5 | GSGOLDMAN SACHS GROUP INC | $63.7M | 7.4% | 63.0K | New |
| 6 | NEBIUS GROUP N.V. | $55.2M | 6.4% | 200.0K | New |
| 7 | CRH PLC | $51.9M | 6.0% | 485.0K | New |
| 8 | IREN LIMITED | $37.3M | 4.3% | 815.0K | New |
| 9 | GOLAR LNG LTD | $22.4M | 2.6% | 449.2K | Added |
| 10 | AMZNAMAZON COM INC | $20.6M | 2.4% | 86.4K | Added |
| 11 | ENSGENSIGN GROUP INC | $20.6M | 2.4% | 128.3K | Added |
| 12 | MSFTMICROSOFT CORP | $19.0M | 2.2% | 51.1K | Added |
| 13 | MHKMOHAWK INDS INC | $16.2M | 1.9% | 133.9K | Added |
| 14 | FOXFOX CORP | $15.5M | 1.8% | 331.1K | Added |
| 15 | LLYVALIBERTY LIVE HOLDINGS INC | $12.3M | 1.4% | 121.6K | Added |
| 16 | CALMCAL MAINE FOODS INC | $11.8M | 1.4% | 147.1K | Reduced |
| 17 | BELFABEL FUSE INC | $8.2M | 0.9% | 28.0K | Reduced |
| 18 | BBB FOODS INC | $7.3M | 0.8% | 174.2K | New |
| 19 | UBERUBER TECHNOLOGIES INC | $7.2M | 0.8% | 100.3K | Added |
| 20 | BIOBIO RAD LABS INC | $6.6M | 0.8% | 22.5K | Reduced |
| 21 | DLRDIGITAL RLTY TR INC | $6.3M | 0.7% | 35.0K | New |
| 22 | ANDGANDERSEN GROUP INC | $2.3M | 0.3% | 60.0K | — |
| 23 | INVESCO EXCH TRADED FD TR II | $2.0M | 0.2% | 6.5K | New |
| 24 | NPNEPTUNE INS HLDGS INC | $1.6M | 0.2% | 50.5K | — |
| 25 | CURBCURBLINE PPTYS CORP | $1.5M | 0.2% | 50.0K | New |
| 26 | UNHUNITEDHEALTH GROUP INC | $1.3M | 0.1% | 3.1K | Reduced |
| 27 | BOBS DISC FURNITURE INC | $1.1M | 0.1% | 72.0K | Reduced |
| 28 | HUMHUMANA INC | $983,120 | 0.1% | 2.5K | Reduced |
| 29 | ELVELEVANCE HEALTH INC FORMERLY | $948,649 | 0.1% | 2.5K | Reduced |
| 30 | YESWAY INC | $527,800 | 0.1% | 26.0K | New |
| 31 | ONCE UPON A FARM PBC | $409,600 | 0.0% | 20.0K | — |
| 32 | GRUPO AEROMEXICO SAB DE CV | $360,000 | 0.0% | 20.0K | — |
Sold out (Q2 2026)
CARNIVAL CORP, PLTR, HOOD, BRK.B, SE, NFLX, MS, ARW, MTN, GIII, FPS, ALH, NTSK
Do they hold anything you hold?
Paste your tickers and see which of them Hound Partners and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.
From Hound Partners’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.