Hound Partners, LLC
NEW YORK NY · SEC CIK 0001353316
$7.99亿2026Q1 申报市值
35持仓数
79.0%前十大占比 · 第一大 14.6%
11 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HOOD 新建仓+$7,315.00万
BRK/B 新建仓+$4,959.72万
NCLH 加仓+$3,562.73万
NFLX 新建仓+$2,735.47万
CCL 加仓+$2,551.18万
2026Q1 卖出最多 按季末市值估算
GLNG 减仓-$1,979.32万
ICLR 清仓-$1,366.65万
ENTG 清仓-$1,343.37万
ONON 清仓-$1,162.00万
ARW 减仓-$1,155.83万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $1.17亿 | 14.62% | 4,514,839 | 985,772 | 27.9% | $2,551.18万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.07亿 | 13.36% | 5,713,090 | 1,905,203 | 50.0% | $3,562.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,620.84万 | 10.78% | 494,314 | 19,737 | 4.2% | $344.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,943.00万 | 9.94% | 543,000 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $7,315.00万 | 9.15% | 1,055,555 | 1,055,555 | — | $7,315.00万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,959.72万 | 6.20% | 103,500 | 103,500 | — | $4,959.72万 | 新建仓 |
| SE | SEA LTD | $4,140.50万 | 5.18% | 500,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $2,735.47万 | 3.42% | 284,500 | 284,500 | — | $2,735.47万 | 新建仓 |
| BIO | BIO RAD LABS INC | $2,724.06万 | 3.41% | 97,724 | 54,456 | 125.9% | $1,517.96万 | 加仓 |
| MS | MORGAN STANLEY | $2,329.82万 | 2.91% | 141,570 | 141,570 | — | $2,329.82万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $1,837.93万 | 2.30% | 339,665 | -365,795 | -51.9% | -$1,979.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,749.68万 | 2.19% | 47,267 | 12,922 | 37.6% | $478.33万 | 加仓 |
| AMZN | AMAZON COM INC | $1,710.21万 | 2.14% | 82,115 | 36,679 | 80.7% | $763.91万 | 加仓 |
| FOX | FOX CORP | $1,668.32万 | 2.09% | 314,185 | 9,114 | 3.0% | $48.40万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $1,613.48万 | 2.02% | 203,851 | 126,510 | 163.6% | $1,001.33万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1,121.97万 | 1.40% | 55,681 | -9,592 | -14.7% | -$193.28万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1,026.82万 | 1.28% | 112,049 | 112,049 | — | $1,026.82万 | 新建仓 |
| MHK | MOHAWK INDS INC | $986.83万 | 1.23% | 100,226 | 41,095 | 69.5% | $404.62万 | 加仓 |
| ARW | ARROW ELECTRS INC | $790.17万 | 0.99% | 55,099 | -80,596 | -59.4% | -$1,155.83万 | 减仓 |
| PATH | UIPATH INC 看涨期权 | $709.73万 | 0.89% | 639,400 | -698,500 | -52.2% | -$775.34万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $666.78万 | 0.83% | 92,698 | 37,541 | 68.1% | $270.03万 | 加仓 |
| BELFA | BEL FUSE INC | $627.35万 | 0.78% | 34,814 | -2,826 | -7.5% | -$50.92万 | 减仓 |
| MTN | VAIL RESORTS INC | $495.62万 | 0.62% | 38,624 | -20,806 | -35.0% | -$266.98万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $320.91万 | 0.40% | 115,853 | 3,849 | 3.4% | $10.66万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $292.70万 | 0.37% | 100,000 | 100,000 | — | $292.70万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $176.29万 | 0.22% | 85,000 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $175.32万 | 0.22% | 206,500 | 0 | 0.0% | — | 不变 |
| ANDG | ANDERSEN GROUP INC | $163.20万 | 0.20% | 60,000 | 0 | 0.0% | — | 不变 |
| BOBS | BOBS DISC FURNITURE INC | $143.35万 | 0.18% | 122,000 | 122,000 | — | $143.35万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $123.93万 | 0.16% | 4,580 | 4,580 | — | $123.93万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $122.16万 | 0.15% | 50,500 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $115.20万 | 0.14% | 3,935 | 3,935 | — | $115.20万 | 新建仓 |
| HUM | HUMANA INC | $107.28万 | 0.13% | 6,187 | 6,187 | — | $107.28万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $32.70万 | 0.04% | 20,000 | 20,000 | — | $32.70万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $28.02万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$1,366.65万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -159,450 | -100.0% | -$1,343.37万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,162.00万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -99,767 | -100.0% | -$1,099.23万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -32,584 | -100.0% | -$699.84万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -47,228 | -100.0% | -$627.05万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -65,509 | -100.0% | -$440.02万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -100,000 | -100.0% | -$200.10万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$136.99万 | 清仓 |
| MIAX | MIAMI INTL HLDGS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$110.95万 | 清仓 |
| SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | -119,684 | -100.0% | -$107.00万 | 清仓 |
| AMBQ | AMBIQ MICRO INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$57.00万 | 清仓 |