Hound Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Hound Partners, LLC reported 17 stock positions worth $399.5 million. Its top holding was iShares Bitcoin Trust ETF (IBIT) at 22.4% of the portfolio, followed by Booking (BKNG, 11.1%) and Fortinet (FTNT, 9.5%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 5 and reduced 9. The biggest buy was a new position in Dollar General (DG) and the biggest sale Fortinet (FTNT, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001353316
- Portfolio Value
- $399.5M (Q3 2024)
- SEC Filing
- 0001353316-24-000013 ↗ filed Nov 14, 2024
Holdings Value
Holdings 17 stocks · $399.5M
| IBIT iShares Bitcoin Trust ETF | 22.44% | 2,480,836 | $89.6M | Reduce -1.7% |
| BKNG Booking Holdings Inc. | 11.06% | 10,494 | $44.2M | Reduce -38.6% |
| FTNT Fortinet Inc. | 9.55% | 491,985 | $38.2M | Reduce -79.6% |
| MSFT Microsoft Corp. | 9.49% | 88,137 | $37.9M | Add +80.8% |
| GLNG Golar LNG Ltd. | 7.01% | 761,629 | $28.0M | Reduce -34.0% |
| BIO Bio-Rad Laboratories-A | 5.72% | 68,360 | $22.9M | Reduce -58.5% |
| DG Dollar General Corp. | 5.55% | 262,263 | $22.2M | New |
| AMZN Amazon.com Inc. | 5.13% | 110,028 | $20.5M | Add +131.4% |
| WDAY Workday Inc. Class A | 4.99% | 81,603 | $19.9M | Add +218.7% |
| V Visa Inc. Class A | 4.17% | 60,573 | $16.7M | Add +48.5% |
| MTN Vail Resorts Inc. | 2.59% | 59,457 | $10.4M | Reduce -13.9% |
| DHR Danaher Corp. | 2.50% | 35,866 | $10.0M | Reduce -13.9% |
| FISV Fiserv Inc. | 2.40% | 53,419 | $9.6M | Reduce -47.2% |
| ENTG Entegris Inc. | 2.28% | 80,797 | $9.1M | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.84% | 378,708 | $7.3M | Add +40.3% |
| NVDA Nvidia Corp. | 1.68% | 55,253 | $6.7M | New |
| HCA HCA Healthcare Inc. | 1.60% | 15,712 | $6.4M | Reduce -63.8% |
Portfolio Sells Q2 2024 → Q3 2024
| FTNT Fortinet Inc. | Reduce -79.6% | 9.55% | −19.55 |
| BIO Bio-Rad Laboratories-A | Reduce -58.5% | 5.72% | −3.31 |
| BKNG Booking Holdings Inc. | Reduce -38.6% | 11.06% | −2.51 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −2.41 |
| HCA HCA Healthcare Inc. | Reduce -63.8% | 1.60% | −1.20 |
| FISV Fiserv Inc. | Reduce -47.2% | 2.40% | −0.62 |
| GLNG Golar LNG Ltd. | Reduce -34.0% | 7.01% | −0.25 |
| FTCI FTC Solar Inc. | Sold out | 0.00% | −0.02 |
| MTN Vail Resorts Inc. | Reduce -13.9% | 2.59% | +0.10 |
| DHR Danaher Corp. | Reduce -13.9% | 2.50% | +0.41 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.7% | 22.44% | +5.16 |
Portfolio Buys Q2 2024 → Q3 2024
| DG Dollar General Corp. | New | 5.55% | +5.55 |
| MSFT Microsoft Corp. | Add +80.8% | 9.49% | +5.12 |
| WDAY Workday Inc. Class A | Add +218.7% | 4.99% | +3.84 |
| AMZN Amazon.com Inc. | Add +131.4% | 5.13% | +3.29 |
| ENTG Entegris Inc. | New | 2.28% | +2.28 |
| V Visa Inc. Class A | Add +48.5% | 4.17% | +2.02 |
| NVDA Nvidia Corp. | New | 1.68% | +1.68 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +40.3% | 1.84% | +0.43 |
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 |