Titelia

Holdings of Hound Partners, LLC

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Net assets
-
Positions
31 in 2 countries
Top ten
80.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 494,31486.2M $
2Palantir Technologies Inc 543,00079.4M $
3Robinhood Markets Inc 1,055,55573.1M $
4Berkshire Hathaway Inc 103,50049.6M $
5Sea Ltd 500,00041.4M $
6Netflix Inc 284,50027.4M $
7Bio-Rad Laboratories Inc 97,72427.2M $
8Morgan Stanley 141,57023.3M $
9Microsoft Corp 47,26717.5M $
10Amazon.com Inc 82,11517.1M $
11Fox Corp 314,18516.7M $
12Cal-Maine Foods Inc 203,85116.1M $
13Ensign Group Inc/The 55,68111.2M $
14Liberty Live Holdings Inc 112,04910.3M $
15Mohawk Industries Inc 100,2269.9M $
16Arrow Electronics Inc 55,0997.9M $
17Uber Technologies Inc 92,6986.7M $
18Bel Fuse Inc 34,8146.3M $
19Vail Resorts Inc 38,6245M $
20G-III Apparel Group Ltd 115,8533.2M $
21Forgent Power Solutions Inc 100,0002.9M $
22Alliance Laundry Holdings Inc 85,0001.8M $
23Netskope Inc 206,5001.8M $
24Andersen Group Inc 60,0001.6M $
25BOBS DISCOUNT FURNITURE INC 122,0001.4M $
26UnitedHealth Group Inc 4,5801.2M $
27Neptune Insurance Holdings Inc 50,5001.2M $
28Elevance Health Inc 3,9351.2M $
29Humana Inc 6,1871.1M $
30Once Upon a Farm PBC 20,000327K $
31Grupo Aeromexico SAB de CV 20,000280.2K $

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Sector breakdown

  • Technology 33.3 %
  • Financials 26.5 %
  • Consumer discretionary 10.6 %
  • Communication 8.0 %
  • Industrials 1.2 %
  • Health care 0.6 %
  • Unattributed 19.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • Mexico 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States30550M $99.95 %
2Mexico1280.2K $0.05 %
Cite this page

Titelia. "Holdings of Hound Partners, LLC". https://titelia.com/en/funds/US13F1353316