Hound Partners, LLC
NEW YORK NY · SEC CIK 0001353316
$8.63亿2026Q2 申报市值
32持仓数
83.3%前十大占比 · 第一大 16.4%
10 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CCL 新建仓+$1.27亿
GS 新建仓+$6,371.63万
META 重新持有+$5,858.22万
NBIS 新建仓+$5,523.40万
CRH 新建仓+$5,189.50万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$1.17亿
PLTR 清仓-$7,943.00万
HOOD 清仓-$7,315.00万
BRK/B 清仓-$4,959.72万
SE 清仓-$4,140.50万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.41亿 | 16.38% | 6,694,773 | 981,683 | 17.2% | $2,072.33万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $1.27亿 | 14.74% | 4,452,022 | 4,452,022 | — | $1.27亿 | 新建仓 |
| META | META PLATFORMS INC | $1.02亿 | 11.82% | 181,000 | 104,000 | 135.1% | $5,858.22万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $9,722.89万 | 11.27% | 485,926 | -8,388 | -1.7% | -$167.84万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,371.63万 | 7.38% | 63,000 | 63,000 | — | $6,371.63万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $5,523.40万 | 6.40% | 200,000 | 200,000 | — | $5,523.40万 | 新建仓 |
| CRH | CRH PLC | $5,189.50万 | 6.01% | 485,000 | 485,000 | — | $5,189.50万 | 新建仓 |
| IREN | IREN LIMITED | $3,726.99万 | 4.32% | 815,000 | 815,000 | — | $3,726.99万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $2,238.68万 | 2.59% | 449,174 | 109,509 | 32.2% | $545.79万 | 加仓 |
| AMZN | AMAZON COM INC | $2,060.21万 | 2.39% | 86,440 | 4,325 | 5.3% | $103.08万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $2,056.73万 | 2.38% | 128,305 | 72,624 | 130.4% | $1,164.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,904.57万 | 2.21% | 51,058 | 3,791 | 8.0% | $141.41万 | 加仓 |
| MHK | MOHAWK INDS INC | $1,624.22万 | 1.88% | 133,868 | 33,642 | 33.6% | $408.18万 | 加仓 |
| FOX | FOX CORP | $1,551.04万 | 1.80% | 331,136 | 16,951 | 5.4% | $79.40万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1,231.29万 | 1.43% | 121,597 | 9,548 | 8.5% | $96.68万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $1,184.92万 | 1.37% | 147,086 | -56,765 | -27.8% | -$457.30万 | 减仓 |
| BELFA | BEL FUSE INC | $816.84万 | 0.95% | 28,048 | -6,766 | -19.4% | -$197.05万 | 减仓 |
| TBBB | BBB FOODS INC | $726.07万 | 0.84% | 174,242 | 174,242 | — | $726.07万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $723.73万 | 0.84% | 100,295 | 7,597 | 8.2% | $54.82万 | 加仓 |
| BIO | BIO RAD LABS INC | $660.06万 | 0.76% | 22,481 | -75,243 | -77.0% | -$2,209.21万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $628.53万 | 0.73% | 35,000 | 35,000 | — | $628.53万 | 新建仓 |
| ANDG | ANDERSEN GROUP INC | $226.32万 | 0.26% | 60,000 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $196.93万 | 0.23% | 6,500 | 6,500 | — | $196.93万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $159.07万 | 0.18% | 50,500 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PPTYS CORP | $152.00万 | 0.18% | 50,000 | 50,000 | — | $152.00万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $129.09万 | 0.15% | 3,106 | -1,474 | -32.2% | -$61.26万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC | $113.90万 | 0.13% | 72,000 | -50,000 | -41.0% | -$79.10万 | 减仓 |
| HUM | HUMANA INC | $98.31万 | 0.11% | 2,475 | -3,712 | -60.0% | -$147.45万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $94.86万 | 0.11% | 2,453 | -1,482 | -37.7% | -$57.31万 | 减仓 |
| YSWY | YESWAY INC | $52.78万 | 0.06% | 26,000 | 26,000 | — | $52.78万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $40.96万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $36.00万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -4,514,839 | -100.0% | -$1.17亿 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -543,000 | -100.0% | -$7,943.00万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -1,055,555 | -100.0% | -$7,315.00万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -103,500 | -100.0% | -$4,959.72万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -500,000 | -100.0% | -$4,140.50万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -284,500 | -100.0% | -$2,735.47万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -141,570 | -100.0% | -$2,329.82万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -55,099 | -100.0% | -$790.17万 | 清仓 |
| PATH | UIPATH INC 看涨期权 | $0 | 0.00% | 0 | -639,400 | -100.0% | -$709.73万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -38,624 | -100.0% | -$495.62万 | 清仓 |
| GIII | G III APPAREL GROUP LTD | $0 | 0.00% | 0 | -115,853 | -100.0% | -$320.91万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$292.70万 | 清仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $0 | 0.00% | 0 | -85,000 | -100.0% | -$176.29万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -206,500 | -100.0% | -$175.32万 | 清仓 |