Hound Partners, LLC Top Holdings and 13F Report (2025) About Hound Partners, LLCInvestment ActivityHound Partners, LLC has $504.27 million in total holdings as of March 31, 2025.Hound Partners, LLC owns shares of 17 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 70.61% of the portfolio was purchased this quarter.About 19.25% of the portfolio was sold this quarter.This quarter, Hound Partners, LLC has purchased 19 new stocks and bought additional shares in 8 stocks.Hound Partners, LLC sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $78,102,530Norwegian Cruise Line $75,250,913Carnival Co. & $73,978,410Expedia Group $71,072,176Bio-Rad Laboratories $49,146,267 Largest New Holdings this Quarter G66721104 - Norwegian Cruise Line $75,250,913 Holding143658300 - Carnival Co. & $73,978,410 Holding30212P303 - Expedia Group $71,072,176 Holding Largest Purchases this Quarter Norwegian Cruise Line 3,968,930 shares (about $75.25M)NVIDIA 682,881 shares (about $74.01M)Carnival Co. & 3,787,937 shares (about $73.98M)Expedia Group 422,797 shares (about $71.07M)Bio-Rad Laboratories 142,925 shares (about $34.81M) Largest Sales this Quarter Dollar General 95,385 shares (about $8.39M)Microsoft 16,162 shares (about $6.07M)Amazon.com 12,161 shares (about $2.31M)HCA Healthcare 771 shares (about $266.42K)Vail Resorts 1,100 shares (about $176.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHound Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$78,102,530$74,010,643 ▲1,808.7%720,63615.5%Computer and TechnologyNCLHNorwegian Cruise Line$75,250,913$75,250,913 ▲New Holding3,968,93014.9%Consumer DiscretionaryCCLCarnival Co. &$73,978,410$73,978,410 ▲New Holding3,787,93714.7%Consumer DiscretionaryEXPEExpedia Group$71,072,176$71,072,176 ▲New Holding422,79714.1%Retail/WholesaleBIOBio-Rad Laboratories$49,146,267$34,810,813 ▲242.8%201,7839.7%MedicalENTGEntegris$20,200,619$3,353,546 ▲19.9%230,9174.0%Computer and TechnologyGLNGGolar LNG$19,288,397$13,571,548 ▲237.4%507,7233.8%TransportationARWArrow Electronics$18,713,385$4,127,035 ▲28.3%180,2313.7%Computer and TechnologyMSFTMicrosoft$16,716,867$6,067,053 ▼-26.6%44,5323.3%Computer and TechnologyWDAYWorkday$16,370,687$4,745,563 ▲40.8%70,1013.2%Computer and TechnologyDGDollar General$15,231,762$8,387,203 ▼-35.5%173,2263.0%Retail/WholesaleHCAHCA Healthcare$12,221,067$266,419 ▼-2.1%35,3672.4%MedicalAMZNAmazon.com$10,916,929$2,313,752 ▼-17.5%57,3792.2%Retail/WholesaleLIBERTY MEDIA CORP DEL$8,084,879$955,936 ▲13.4%118,6511.6%COM LBTY LIV S CMTNVail Resorts$8,015,882$176,022 ▼-2.1%50,0931.6%Consumer DiscretionaryMHKMohawk Industries$6,466,356$138,158 ▼-2.1%56,6331.3%Consumer DiscretionaryRPDRapid7$4,488,806$204,233 ▲4.8%169,3250.9%Computer and TechnologyACHRArcher Aviation$0$52,385,775 ▼-100.0%00.0%AerospaceVVisa$0$9,673,984 ▼-100.0%00.0%Business ServicesDHRDanaher$0$7,088,504 ▼-100.0%00.0%MedicalARWRArrowhead Pharmaceuticals$0$6,119,870 ▼-100.0%00.0%MedicalUBERUber Technologies$0$4,459,216 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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