Hound Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hound Partners, LLC reported 16 stock positions worth $498.6 million. Its top holding was Fortinet (FTNT) at 29.1% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 17.3%) and Booking (BKNG, 13.6%). Compared with Q1 2024, it opened 5 new positions, sold out of 4, added to 3 and reduced 8. The biggest buy was a new position in Fortinet (FTNT) and the biggest sale Bio-Rad Laboratories-A (BIO, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001353316
- Portfolio Value
- $498.6M (Q2 2024)
- SEC Filing
- 0001353316-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $498.6M
| FTNT Fortinet Inc. | 29.10% | 2,407,863 | $145.1M | New |
| IBIT iShares Bitcoin Trust ETF | 17.28% | 2,523,456 | $86.2M | Add +310.4% |
| BKNG Booking Holdings Inc. | 13.57% | 17,084 | $67.7M | Add +521.0% |
| BIO Bio-Rad Laboratories-A | 9.03% | 164,870 | $45.0M | Reduce -37.7% |
| GLNG Golar LNG Ltd. | 7.26% | 1,154,752 | $36.2M | Reduce -38.8% |
| MSFT Microsoft Corp. | 4.37% | 48,756 | $21.8M | Reduce -11.3% |
| FISV Fiserv Inc. | 3.02% | 101,203 | $15.1M | Add +59.1% |
| HCA HCA Healthcare Inc. | 2.80% | 43,433 | $14.0M | Reduce -44.7% |
| MTN Vail Resorts Inc. | 2.49% | 69,060 | $12.4M | New |
| MHK Mohawk Industries Inc. | 2.41% | 105,701 | $12.0M | Reduce -11.3% |
| V Visa Inc. Class A | 2.15% | 40,805 | $10.7M | New |
| DHR Danaher Corp. | 2.09% | 41,659 | $10.4M | Reduce -11.3% |
| AMZN Amazon.com Inc. | 1.84% | 47,538 | $9.2M | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.41% | 269,929 | $7.0M | New |
| WDAY Workday Inc. Class A | 1.15% | 25,603 | $5.7M | Reduce -64.2% |
| FTCI FTC Solar Inc. | 0.02% | 330,418 | $117K | Reduce -39.7% |
Portfolio Sells Q1 2024 → Q2 2024
| BIO Bio-Rad Laboratories-A | Reduce -37.7% | 9.03% | −18.24 |
| KEX Kirby Corp. | Sold out | 0.00% | −6.39 |
| GLNG Golar LNG Ltd. | Reduce -38.8% | 7.26% | −6.27 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −5.27 |
| HCA HCA Healthcare Inc. | Reduce -44.7% | 2.80% | −5.02 |
| WDAY Workday Inc. Class A | Reduce -64.2% | 1.15% | −4.66 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −3.71 |
| MSFT Microsoft Corp. | Reduce -11.3% | 4.37% | −2.53 |
| MHK Mohawk Industries Inc. | Reduce -11.3% | 2.41% | −2.24 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −1.65 |
| DHR Danaher Corp. | Reduce -11.3% | 2.09% | −1.41 |
| FTCI FTC Solar Inc. | Reduce -39.7% | 0.02% | −0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| FTNT Fortinet Inc. | New | 29.10% | +29.10 |
| BKNG Booking Holdings Inc. | Add +521.0% | 13.57% | +10.60 |
| IBIT iShares Bitcoin Trust ETF | Add +310.4% | 17.28% | +9.86 |
| MTN Vail Resorts Inc. | New | 2.49% | +2.49 |
| V Visa Inc. Class A | New | 2.15% | +2.15 |
| AMZN Amazon.com Inc. | New | 1.84% | +1.84 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 1.41% | +1.41 |
| FISV Fiserv Inc. | Add +59.1% | 3.02% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $862.9M | NCLH, CCL, META, NVDA, GS |
| Q1 2026 | 34 | $792.3M | CCL, NCLH, NVDA, PLTR, HOOD |
| Q4 2025 | 36 | $721.3M | CCL, PLTR, NVDA, NCLH, SE |
| Q3 2025 | 30 | $778.6M | CCL, GS, SE, NVDA, NCLH |
| Q2 2025 | 28 | $739.9M | CCL, SE, NVDA, NCLH, EXPE |
| Q1 2025 | 17 | $504.3M | NVDA, NCLH, CCL, EXPE, BIO |
| Q4 2024 | 18 | $208.1M | MSFT, DG, BIO, ENTG, ARW |
| Q3 2024 | 17 | $399.5M | IBIT, BKNG, FTNT, MSFT, GLNG |
| Q2 2024 | 16 | $498.6M | FTNT, IBIT, BKNG, BIO, GLNG |
| Q1 2024 | 15 | $335.5M | BIO, GLNG, HCA, IBIT, MSFT |