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Livermore
Livermore
ZHEN

Hound Partners, LLC

SEC CIK
0001353316
Latest filing
Aug 14, 2026

The latest 13F from Hound Partners, LLC covers Q2 2026 (filed Aug 14, 2026): 32 long positions worth $862.9M. The top 10 holdings make up 83.3% of the portfolio, and the largest is Norwegian Cruise Line Holdings Ltd. (NCLH) at 16.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$327.6M
Added
9
Est. +$46.7M
Reduced
9
Est. −$35.6M
Sold out
12
Est. −$316.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. NCLHNorwegian Cruise Line Holdings Ltd.
    16.4%$141.3MHistory
  2. CCLCarnival Corp Ltd.
    14.7%$127.2MHistory
  3. METAMeta Platforms, Inc.
    11.8%$102.0MHistory
  4. NVDANVIDIA Corp
    11.3%$97.2MHistory
  5. GSGoldman Sachs Group Inc
    7.4%$63.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. METAMeta Platforms, Inc.
    +$102.0MNewHistory
  2. GSGoldman Sachs Group Inc
    +$63.7MNewHistory
  3. NBISNebius Group N.V.
    +$55.2MNewHistory
  4. CRHCRH Public Ltd Co
    +$51.9MNewHistory
  5. IRENIREN Ltd
    +$37.3MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. METAMeta Platforms, Inc.
    +11.82 pp0.0% → 11.8%History
  2. GSGoldman Sachs Group Inc
    +7.38 pp0.0% → 7.4%History
  3. NBISNebius Group N.V.
    +6.40 pp0.0% → 6.4%History
  4. CRHCRH Public Ltd Co
    +6.01 pp0.0% → 6.0%History
  5. IRENIREN Ltd
    +4.32 pp0.0% → 4.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. PLTRPalantir Technologies Inc.
    −$79.4MSold outHistory
  2. HOODRobinhood Markets, Inc.
    −$73.1MSold outHistory
  3. BRK.BBerkshire Hathaway Inc
    −$49.6MSold outHistory
  4. SESea Ltd
    −$41.4MSold outHistory
  5. NFLXNetflix Inc
    −$27.4MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PLTRPalantir Technologies Inc.
    −10.02 pp10.0% → 0.0%History
  2. HOODRobinhood Markets, Inc.
    −9.23 pp9.2% → 0.0%History
  3. BRK.BBerkshire Hathaway Inc
    −6.26 pp6.3% → 0.0%History
  4. SESea Ltd
    −5.23 pp5.2% → 0.0%History
  5. NFLXNetflix Inc
    −3.45 pp3.5% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$862.9M
+$70.6M (+8.9%) vs. prior quarter
Positions
32
−2 vs. prior quarter
Top 10 concentration
83.3%
Top 10 as share of value
Turnover
42.6%
Q2 2026, one quarter
Average holding period
4.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.04B (Q1 2021)

Q1 2021: $2.04BQ2 2021: $2.00BQ3 2021: $1.83BQ4 2021: $1.70BQ1 2022: $1.54BQ2 2022: $1.23BQ3 2022: $526.7MQ4 2022: $338.2MQ1 2023: $397.2MQ2 2023: $440.7MQ3 2023: $451.1MQ4 2023: $320.9MQ1 2024: $335.5MQ2 2024: $498.6MQ3 2024: $399.5MQ4 2024: $208.1MQ1 2025: $504.3MQ2 2025: $739.9MQ3 2025: $778.6MQ4 2025: $721.3MQ1 2026: $792.3MQ2 2026: $862.9M
Q1 2021Q2 2026
13F filings of Hound Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202632$862.9MNCLHCCLMETAvs. Q1 2026SEC
Q1 2026May 15, 202634$792.3MCCLNCLHNVDAvs. Q4 2025SEC
Q4 2025Feb 17, 202636$721.3MCCLPLTRNVDAvs. Q3 2025SEC
Q3 2025Nov 14, 202530$778.6MCCLGSSEvs. Q2 2025SEC
Q2 2025Aug 14, 202528$739.9MCCLSENVDAvs. Q1 2025SEC
Q1 2025May 15, 202517$504.3MNVDANCLHCCLvs. Q4 2024SEC
Q4 2024Feb 14, 202518$208.1MMSFTDGBIOvs. Q3 2024SEC
Q3 2024Nov 14, 202417$399.5MIBITBKNGFTNTvs. Q2 2024SEC
Q2 2024Aug 14, 202416$498.6MFTNTIBITBKNGvs. Q1 2024SEC
Q1 2024May 15, 202415$335.5MBIOGLNGHCAvs. Q4 2023SEC
Q4 2023Feb 14, 202412$320.9MBIOHCAVanguard Utilities ETFvs. Q3 2023SEC
Q3 2023Nov 14, 202318$451.1MInvesco QQQ Trust Series IBIOVanguard Utilities ETFvs. Q2 2023SEC
Q2 2023Aug 14, 202316$440.7MBIOInvesco QQQ Trust Series IMSFTvs. Q1 2023SEC
Q1 2023May 15, 202314$397.2MBIOMSFTInvesco QQQ Trust Series Ivs. Q4 2022SEC
Q4 2022Feb 14, 202313$338.2MHCAInvesco QQQ Trust Series IFRSHvs. Q3 2022SEC
Q3 2022Nov 14, 202216$526.7MiShares Russell 2000 ETFVanguard S&P 500 ETFHCAvs. Q2 2022SEC
Q2 2022Aug 15, 202224$1.23BVanguard S&P 500 ETFiShares Russell 2000 ETFMSFTvs. Q1 2022SEC
Q1 2022May 13, 202227$1.54BVanguard S&P 500 ETFiShares Russell 2000 ETFKEXvs. Q4 2021SEC
Q4 2021Feb 14, 2022106$1.70BVanguard S&P 500 ETFiShares Russell 2000 ETFKEXvs. Q3 2021SEC
Q3 2021Nov 15, 2021206$1.83BVanguard S&P 500 ETFMSFTiShares Russell 2000 ETFvs. Q2 2021SEC
Q2 2021Aug 16, 2021250$2.00BVanguard S&P 500 ETFKEXFarfetch Ltdvs. Q1 2021SEC
Q1 2021May 17, 2021247$2.04BVanguard S&P 500 ETFFISMETA–SEC

13D and 13G filings

Companies where Hound Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Hound Partners, LLC does not currently report owning 5% or more of any company.

Latest filings

13 filings on file made by Hound Partners, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Hound Partners, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
SDIGStronghold Digital Mining, Inc.Feb 14, 202313G/AOld format–––SEC
VAPOVapotherm IncFeb 14, 202313G/AOld format–––SEC
FRSHFreshworks Inc.Feb 14, 202313G/AOld format–––SEC
SDIGStronghold Digital Mining, Inc.Mar 31, 202213G/AOld format–––SEC
BNCCEA Industries Inc.Feb 17, 202213GOld format–New–SEC
ROVRRover Group, Inc.Feb 14, 202213G/AOld format–––SEC
SDIGStronghold Digital Mining, Inc.Feb 14, 202213G/AOld format–––SEC
FRSHFreshworks Inc.Jan 28, 202213GOld format–New–SEC
SDIGStronghold Digital Mining, Inc.Nov 1, 202113GOld format–New–SEC
Glass Houses Acquisition Corp.Apr 2, 202113DOld format–New–SEC
ROVRRover Group, Inc.Feb 16, 202113GOld format–New–SEC
ZUOZuora IncFeb 16, 202113G/AOld format–––SEC
VAPOVapotherm IncFeb 16, 202113G/AOld format–––SEC