Hound Partners
Hound Partners, LLC · CIK 0001353316 · NEW YORK, NY · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-14 · SEC kaynağını aç ↗Büyüme Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$862.9M
2026 Q2
Pozisyon
32
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
83.3%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 40 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | 32 | $862.9M | 106.9% | G66721104, G2004J103, META, NVDA, GS, N97284108, G25508105, Q4982L109, G9456A100, AMZN |
| 2026 Q1 | 2026-05-15 | 34 | $799.4M | 41.0% | CCL1EUR, G66721104, NVDA, PLTR, HOOD, BRK-B, SE, NFLX, BIO, MS |
| 2025 Q4 | 2026-02-17 | 36 | $743.2M | 46.7% | CCL1EUR, PLTR, NVDA, G66721104, SE, META, G9456A100, FOX, MSFT, ARW |
| 2025 Q3 | 2025-11-14 | 30 | $778.6M | 8.8% | CCL1EUR, GS, SE, NVDA, G66721104, EXPE, BIO, G9456A100, ARW, ENTG |
| 2025 Q2 | 2025-08-14 | 28 | $739.9M | 32.4% | CCL1EUR, SE, NVDA, G66721104, EXPE, GS, BIO, G9456A100, AAPL, ENTG |
| 2025 Q1 | 2025-05-15 | 17 | $504.3M | 64.8% | NVDA, G66721104, CCL1EUR, EXPE, BIO, ENTG, G9456A100, ARW, MSFT, WDAY |
| 2024 Q4 | 2025-02-14 | 18 | $260.5M | 67.4% | MSFT, DG, BIO, ENTG, ARW, AMZN, WDAY, HCA, V, MTN |
| 2024 Q3 | 2024-11-14 | 17 | $399.5M | 11.2% | IBIT, BKNG, FTNT, MSFT, G9456A100, BIO, DG, AMZN, WDAY, V |
| 2024 Q2 | 2024-08-14 | 16 | $498.6M | 57.9% | FTNT, IBIT, BKNG, BIO, G9456A100, MSFT, FISV, HCA, MTN, MHK |
| 2024 Q1 | 2024-05-15 | 15 | $335.5M | 22.1% | BIO, G9456A100, HCA, IBIT, MSFT, KEX, WDAY, WSC, MHK, VPU |
| 2023 Q4 | 2024-02-14 | 12 | $320.9M | 43.7% | BIO, HCA, VPU, G9456A100, KEX, MSFT, CALM, WDAY, MHK, DHR |
| 2023 Q3 | 2023-11-14 | 18 | $451.1M | 18.1% | QQQ, BIO, VPU, MSFT, HCA, G9456A100, WDAY, ROST, FIS, KEX |
| 2023 Q2 | 2023-08-14 | 16 | $440.7M | 24.6% | BIO, QQQ, MSFT, FIS, VOO, WDAY, G9456A100, KEX, VPU, HCA |
| 2023 Q1 | 2023-05-15 | 14 | $397.2M | 25.5% | BIO, MSFT, QQQ, FIS, WDAY, HCA, G9456A100, KEX, ROST, GOOG |
| 2022 Q4 | 2023-02-14 | 13 | $338.2M | 61.0% | HCA, QQQ, FRSH, MSFT, BIO, KEX, ROST, RH, 21240E105, FIS |
| 2022 Q3 | 2022-11-14 | 16 | $526.7M | 22.3% | IWM, VOO, HCA, MSFT, ROST, FRSH, KEX, BIO, 37714P202, RH |
| 2022 Q2 | 2022-08-15 | 24 | $1.23B | 21.1% | VOO, IWM, MSFT, SPY, HCA, GOOG, KEX, FIS, ROST, 900435207 |
| 2022 Q1 | 2022-05-13 | 27 | $1.55B | 31.8% | VOO, IWM, KEX, MSFT, VTWO, HCA, FRSH, GOOG, FIS, WDAY |
| 2021 Q4 | 2022-02-14 | 106 | $1.78B | 24.2% | VOO, IWM, KEX, MSFT, HCA, VTWO, META, ZEN1EUR, ROST, FTCHQ |
| 2021 Q3 | 2021-11-15 | 206 | $1.88B | 22.1% | VOO, MSFT, IWM, KEX, META, TDG, FIS, FTCHQ, VTWO, BABA |
| 2021 Q2 | 2021-08-16 | 250 | $2.07B | 8.1% | VOO, KEX, FTCHQ, META, BABA, MSFT, M98068105, TDG, HCA, FIS |
| 2021 Q1 | 2021-05-17 | 247 | $2.12B | 48.3% | VOO, FIS, META, KEX, FTCHQ, HCA, TDG, BABA, M98068105, IQV |
| 2020 Q4 | 2021-02-16 | 124 | $1.58B | 42.6% | FTCHQ, HCA, KEX, WDAY, META, TDG, M98068105, 98983V106, OPTU, FLT1EUR |
| 2020 Q3 | 2020-11-16 | 94 | $1.48B | 36.0% | FTCHQ, KEX, META, WDAY, N00985106, ECHO, TDG, W, FIS, ROST |
| 2020 Q2 | 2020-08-17 | 49 | $1.10B | 45.2% | N00985106, META, W, MSFT, ECHO, TDG, PANW, FIS, CVNA, NXST |
| 2020 Q1 | 2020-05-15 | 36 | $1.07B | 22.2% | CARG, ECHO, META, MSFT, NXST, PANW, GOOG, RPM, IQV, FOXA |
| 2019 Q4 | 2020-02-14 | 27 | $1.44B | 13.2% | NXST, ECHO, ARMK, META, CARG, MSFT, PANW, FOXA, RPM, 848574109 |
| 2019 Q3 | 2019-11-14 | 25 | $1.57B | 22.4% | CARG, NXST, META, 848574109, MSFT, ECHO, RPM, PANW, FOXA, JELD |
| 2019 Q2 | 2019-08-14 | 29 | $2.05B | 18.6% | CARG, RPM, 848574109, META, MSFT, PCG, NXST, FOXA, PANW, JELD |
| 2019 Q1 | 2019-05-15 | 30 | $2.33B | 23.9% | 848574109, CARG, META, RPM, MSFT, NXST, LKQ, QSR, JELD, PCG |
| 2018 Q4 | 2019-02-14 | 29 | $3.11B | 2.9% | 90130A101, 848574109, META, HLT, RPM, CARG, NXST, PCG, MSFT, LKQ |
| 2018 Q3 | 2018-11-14 | 32 | $4.31B | 18.9% | 90130A101, 848574109, HLT, META, PCG, NXST, JELD, CARG, LKQ, 8L8C |
| 2018 Q2 | 2018-08-14 | 21 | $4.18B | 15.7% | 90130A101, 848574109, META, HLT, CACC, QSR, LKQ, 8L8C, JELD, NXST |
| 2018 Q1 | 2018-05-15 | 22 | $3.97B | 41.0% | 90130A101, LKQ, MHK, CACC, 848574109, META, QSR, HLT, 8L8C, EXPE |
| 2017 Q4 | 2018-02-14 | 21 | $3.64B | 15.1% | HLT, LKQ, 848574109, EXPE, NXST, 8L8C, CHTR, META, MHK, CACC |
| 2017 Q3 | 2017-11-14 | 24 | $4.21B | 37.8% | HLT, 848574109, EXPE, LKQ, 03349M105, CACC, FTNT, CHTR, 8L8C, QSR |
| 2017 Q2 | 2017-08-14 | 22 | $3.96B | 23.4% | HLT, 848574109, 881609101, LKQ, EXPE, CACC, QSR, CHTR, BIDU, FTNT |
| 2017 Q1 | 2017-05-15 | 24 | $3.93B | 49.7% | HLT, 848574109, 881609101, 81761R109, CACC, GOOG, BIDU, QSR, FTNT, LKQ |
| 2016 Q4 | 2017-02-14 | 25 | $4.14B | 10.8% | 43300A104, 848574109, 881609101, 81761R109, CHTR, BIDU, CACC, CRI, QSR, FTNT |
| 2016 Q3 | 2016-11-14 | 26 | $3.71B | — | 848574109, 881609101, 43300A104, 81761R109, BIDU, CRI, CHTR, 58441K100, 45256B101, 194014106 |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
Benzer portföyler
Son çeyrekte tutulan hisselerin Jaccard benzerliğine göre en yakın beş usta yatırımcı (gece hesaplanır).
| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| Altimeter Capital Management | 10.6% | MSFT, META, AMZN, NVDA, UBER |
| Pershing Square (Bill Ackman) | 10.3% | MSFT, META, AMZN, UBER |
| Corvex Management | 9.8% | LLYVA, MSFT, META, AMZN, NVDA |
| Tiger Global Management | 8.3% | MSFT, META, AMZN, NVDA, UBER, UNH |
| Baupost Group (Seth Klarman) | 7.8% | G66721104, AMZN, AERO, ELV |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.