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Hound Partners, LLC

SEC CIK
0001353316
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30,2021/8/16 申報。只含多頭部位,變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
250
較 2021 年第 1 季 +3
總值
$20.0 億
較 2021 年第 1 季 −$3,490 萬 (−1.7%)
申報日
2021/8/16
SEC
Hound Partners, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard S&P 500 ETF922908363ETF746,204$2.94 億14.7%+23,724+3.3%加碼–
KEXKirby CorpCOM1,952,107$1.18 億5.9%+106,104+5.7%加碼歷史
Farfetch Ltd30744W107ORD SH CL A2,087,307$1.05 億5.3%+230,092+12.4%加碼–
METAMeta Platforms, Inc.Stock301,543$1.05 億5.2%−80,340−21.0%減碼歷史
BABAAlibaba Group Holding LtdADR448,331$1.02 億5.1%+74,802+20.0%加碼歷史
MSFTMicrosoft CorpStock301,671$8,172 萬4.1%+133,893+79.8%加碼歷史
WIXWix.com Ltd.SHS274,879$7,979 萬4.0%−10,263−3.6%減碼歷史
TDGTransDigm Group INCCOM113,497$7,347 萬3.7%−35,266−23.7%減碼歷史
HCAHCA Healthcare, Inc.COM315,678$6,526 萬3.3%−175,250−35.7%減碼歷史
FISFidelity National Information Services, Inc.Stock460,581$6,525 萬3.3%−355,039−43.5%減碼歷史
iShares Russell 2000 ETF464287655ETF283,987$6,514 萬3.3%+80,988+39.9%加碼–
STZConstellation Brands, Inc.Stock225,392$5,272 萬2.6%+61,759+37.7%加碼歷史
GOOGAlphabet Inc.Stock19,485$4,884 萬2.4%−1,508−7.2%減碼歷史
VAPOVapotherm IncCOM2,019,814$4,775 萬2.4%−101,721−4.8%減碼歷史
OPTUOptimum Communications, Inc.CL A1,365,379$4,661 萬2.3%−105,722−7.2%減碼歷史
BIOBio-Rad Laboratories, Inc.CL A72,264$4,656 萬2.3%−5,593−7.2%減碼歷史
IQVIQVIA Holdings Inc.Stock190,136$4,607 萬2.3%−95,080−33.3%減碼歷史
WDAYWorkday, Inc.CL A177,199$4,230 萬2.1%−13,763−7.2%減碼歷史
RHRHCOM59,874$4,065 萬2.0%−30,938−34.1%減碼歷史
WWayfair Inc.CL A124,888$3,943 萬2.0%+13,936+12.6%加碼歷史
ROSTRoss Stores, Inc.COM284,282$3,525 萬1.8%−146,654−34.0%減碼歷史
DNBDun & Bradstreet Holdings, Inc.COM1,370,723$2,929 萬1.5%−106,137−7.2%減碼歷史
CARGCarGurus, Inc.COM CL A881,981$2,313 萬1.2%+646,367+274.3%加碼歷史
MARAMARA Holdings, Inc.COM647,677$2,032 萬1.0%−6,205−0.9%減碼歷史
Glass Houses Acquisition Cor37714P202UNIT 03/25/20282,000,000$2,020 萬1.0%00.0%不變–
DGNUDragoneer Growth Opportunities Corp. IIICL A SHS528,766$528.8 萬0.3%+128,766+32.2%加碼歷史
G Squared Ascend II IncG42041114UNIT 99/99/9999498,300$498.8 萬0.2%+498,300新進–
CELCCelcuity Inc.COM194,121$465.9 萬0.2%+194,121新進歷史
Fusion Acquisition Corp. II36118N201UNIT 02/29/2028398,932$398.5 萬0.2%−1,068−0.3%減碼–
Itiquira Acquisition CorpG49773123UNIT 02/03/2026373,998$374.4 萬0.2%−1,002−0.3%減碼–
Hudson Executive Inves III44376L206UNIT 02/22/2026349,066$348.7 萬0.2%−934−0.3%減碼–
Osiris Acquisition Corp.68829A202UNIT 99/99/9999348,810$346.0 萬0.2%+348,810新進–
Go Acquisition Corp362019200UNIT 08/31/2027329,867$334.5 萬0.2%−1,033−0.3%減碼–
Reinvent Technology PartnersG7484L114UNIT 03/12/2026299,406$302.1 萬0.2%−594−0.2%減碼–
Catalyst Partnrs Acquisitn CG19550113UNIT 99/99/9999298,980$302.0 萬0.2%+298,980新進–
Prime Impact Acquisition IG61074111UNIT 10/01/2030299,053$300.5 萬0.2%−947−0.3%減碼–
Churchill Capital Corp VII17144M201UNIT 99/99/9999299,199$299.5 萬0.1%−801−0.3%減碼–
Tailwind Two Acquisition CorG86613117UNIT 03/01/2028299,406$299.4 萬0.1%−594−0.2%減碼–
Peridot Acquisition Corp. IIG7008B113UNIT 99/99/9999299,406$299.1 萬0.1%−594−0.2%減碼–
Fintech Evolution Acquis GroG3R19A112UNIT 99/99/9999299,208$298.6 萬0.1%−792−0.3%減碼–
Eq Health Acquisition Corp26886A200UNIT 02/02/2028298,515$297.6 萬0.1%−1,485−0.5%減碼–
PMV Consumer Acquisition Cor693486201UNIT 08/31/2027266,875$269.8 萬0.1%−1,425−0.5%減碼–
Acon S2 Acquisition CorpG00748122UNIT 09/15/2027242,207$252.9 萬0.1%−767−0.3%減碼–
CONX Corp.212873202UNIT 10/30/2027248,868$252.6 萬0.1%−1,132−0.5%減碼–
ScION Tech Growth IG31067120UNIT 12/17/2025249,330$251.8 萬0.1%−670−0.3%減碼–
OECOrion S.A.COM132,127$250.9 萬0.1%+132,127新進歷史
FTAC Hera Acquisition Corp.G3728Y129UNIT 02/28/2026249,505$250.6 萬0.1%−495−0.2%減碼–
Fortress Value Acquisi Corp34964K207UNIT 03/31/2028249,505$249.5 萬0.1%−495−0.2%減碼–
Arctos Northstar Acquis CorpG0477L118UNIT 99/99/9999249,333$249.3 萬0.1%−667−0.3%減碼–
Ares Acquisition CorporationG33032114UNIT 99/99/9999249,333$249.3 萬0.1%−667−0.3%減碼–
Skydeck Acquisition Corp.G82220107UNIT 05/13/2026249,150$249.2 萬0.1%+249,150新進–
MOLNMolecular Partners AGADS121,247$248.4 萬0.1%+121,247新進歷史
BEEPMobile Infrastructure CorpCLASS A ORD SHS249,150$247.9 萬0.1%+249,150新進歷史
ScION Tech Growth IIG31070124UNIT 99/99/9999249,333$247.6 萬0.1%−667−0.3%減碼–
Clarim Acquisition Corp18049C207UNIT 99/99/9999248,763$247.0 萬0.1%−1,237−0.5%減碼–
KKR Acquisition Holding I Co48253T208UNIT 99/99/9999237,529$238.5 萬0.1%−137,471−36.7%減碼–
Kernel Group Holdings, Inc.G5259L111UNIT 99/99/9999224,400$229.3 萬0.1%−600−0.3%減碼–
Golden Falcon Acquisition Co38102H208UNIT 99/99/9999224,397$228.7 萬0.1%−603−0.3%減碼–
CC Neuberger Prin Hldgs IIG3166T129UNIT 99/99/9999224,330$228.5 萬0.1%−670−0.3%減碼–
Colombier Acquisition Corp19533H207UNIT 99/99/9999219,252$217.5 萬0.1%+219,252新進–
Nextgen Acquisition Corp IIG65317110UNIT 03/23/2026200,000$216.0 萬0.1%−300,000−60.0%減碼–
Trebia Acquisition CorpG9027T125UNIT 99/99/9999199,408$208.2 萬0.1%−584−0.3%減碼–
Lakeshore Acquisition I Corp.G53521129UNIT 06/04/2026199,320$203.7 萬0.1%+199,320新進–
North Mountain Merger Corp661204206UNIT 09/16/2025198,938$202.9 萬0.1%−1,062−0.5%減碼–
Oaktree Acquisition Corp IIG6715X129UNIT 09/15/2027198,938$202.3 萬0.1%−1,062−0.5%減碼–
Warburg Pincus Captal Corp IG9460M116UNIT 99/99/9999199,604$201.0 萬0.1%−396−0.2%減碼–
G Squared Ascend I IncG4204R125UNIT 99/99/9999199,466$200.5 萬0.1%−534−0.3%減碼–
Mason Industrial Technolgy I57520Y205UNIT 99/99/9999199,010$200.4 萬0.1%−990−0.5%減碼–
DHC Acquisition CorpG2758T125UNIT 02/25/2026199,472$200.3 萬0.1%−528−0.3%減碼–
Haymaker Acquisition Corp II42087R207UNIT 03/01/2026199,472$200.1 萬0.1%−528−0.3%減碼–
H.I.G. Acquisition Corp.G44898115UNIT 99/99/9999199,094$199.9 萬0.1%−906−0.5%減碼–
Motive Capital CorpG6293A129UNIT 99/99/9999199,016$199.8 萬0.1%−984−0.5%減碼–
Virgin Group Acquisit Corp IG9460K110UNIT 99/99/9999199,360$199.8 萬0.1%+199,360新進–
Plum Acquisition Corp IG7134L100UNIT 03/15/2026199,604$199.6 萬0.1%−396−0.2%減碼–
Tailwind Internatnal Acq CorG8662F127UNIT 99/99/9999199,466$199.5 萬0.1%−534−0.3%減碼–
Summit Healthcre Acquistn CoG8566R128UNIT 06/03/2026199,320$199.5 萬0.1%+199,320新進–
Tio Tech AG8T10C122UNIT 04/12/2028199,360$199.4 萬0.1%+199,360新進–
Cartesian Growth CorpG19276123UNIT 02/26/2028199,466$199.1 萬0.1%−534−0.3%減碼–
Catcha Investment CorpG1962Y128UNIT 99/99/9999199,466$198.3 萬0.1%−534−0.3%減碼–
VAQCVector Acquisition Corp IICL A SHS199,604$198.2 萬0.1%−396−0.2%減碼歷史
B Riley Prin 250 Merger Corp05602L203UNIT 04/06/2026199,320$198.2 萬0.1%+199,320新進–
Valor Latitude Acquisitn CorG9460N114UNIT 04/02/2026199,320$198.1 萬0.1%+199,320新進–
TWOAtwoCOM CL A199,472$196.5 萬0.1%+199,472新進歷史
H.I.G. Acquisition Corp.G44898107COM CL A199,472$193.7 萬0.1%+199,472新進–
Build Acquisition Corp12008J204UNIT 99/99/9999180,132$179.2 萬0.1%−358−0.2%減碼–
Silverbox Engaged Merger Co82836L200UNIT 03/31/2028175,620$175.6 萬0.1%−470−0.3%減碼–
JWSUFJaws Mustang Acquisition CorpUNIT 99/99/9999174,534$175.6 萬0.1%+99,534+132.7%加碼歷史
Jack Creek Investment Corp.G4989X107UNIT 10/01/2023174,524$175.4 萬0.1%−476−0.3%減碼–
DIDIYDiDi Global Inc.SPONSORED ADS120,000$169.7 萬0.1%+120,000新進歷史
Software Acquisitn Grup Inc83407F200UNIT 99/99/9999149,204$159.3 萬0.1%−796−0.5%減碼–
HumanCo Acquisition Corp.44487N208UNIT 12/08/2023149,262$154.5 萬0.1%−738−0.5%減碼–
Reinvent Technology PartnersG74847123UNIT 99/99/9999149,316$153.5 萬0.1%−684−0.5%減碼–
Compute Health Acquisitin Co204833206UNIT 99/99/9999149,600$152.9 萬0.1%−400−0.3%減碼–
AEA-Bridges Impact Corp.G01046120UNIT 99/99/9999149,613$152.8 萬0.1%−387−0.3%減碼–
Avanti Acquisition CorpG0682V117UNIT 99/99/9999149,321$152.8 萬0.1%−679−0.5%減碼–
Capstar SPL Purp Acquisition14070Y200UNIT 07/09/2027149,042$152.5 萬0.1%−958−0.6%減碼–
Flame Acquisition Corp33850F207UNIT 99/99/9999149,600$151.8 萬0.1%−400−0.3%減碼–
DNABSocial Capital Suvretta Holdings Corp. IICLASS A ORD SHS150,000$151.8 萬0.1%+150,000新進歷史
Horizon Acquisition CorporatG46044122UNIT 99/99/9999149,614$151.7 萬0.1%−386−0.3%減碼–
AKLIAkili, Inc.CLASS A ORD SHS150,000$151.7 萬0.1%+150,000新進歷史

選擇權(1 檔)

同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。

Hound Partners, LLC 在 2021 年第 2 季的選擇權部位
證券類別賣權買權
GMEGameStop Corp.Stock$5,094 萬$1,493 萬

2021 年第 1 季之後清倉(41 檔)

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

Hound Partners, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
ZUOZuora IncCOM CL A2,748,313$4,068 萬2.0%歷史
GOTUGaotu Techedu Inc.SPONSORED ADS200,000$677.6 萬0.3%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A150,000$447.9 萬0.2%歷史
BIDUBaidu, Inc.ADR19,000$413.3 萬0.2%歷史
Roth CH Acquisition III Co77867Q201UNIT 02/26/2026300,000$300.0 萬0.1%–
COVA Acquisition Corp.G2554Y112UNIT 04/01/2021300,000$298.5 萬0.1%–
Centricus Acquisition CorpG2072Q112UNIT 02/08/2028250,000$248.4 萬0.1%–
DPCM Cap Inc23344P200UNIT 99/99/9999225,000$230.6 萬0.1%–
TMETencent Music Entertainment GroupSPON ADS100,000$204.9 萬0.1%歷史
Bowx Acquisition Corp103085205UNIT 08/03/2025161,200$199.4 萬0.1%–
Decarbonization Plus Acqu II24279D204UNIT 03/19/2026200,000$199.2 萬0.1%–
Levere Holdings Corp.G5462L114UNIT 03/09/2026200,000$199.2 萬0.1%–
COURCoursera, Inc.COM35,000$157.5 萬0.1%歷史
Qell Acquisition CorpG7307X105CL A150,000$152.7 萬0.1%–
Evo Acquisition Corp30052G207UNIT 99/99/9999150,000$149.0 萬0.1%–
Foresight Acquisition Corp34552Y205UNIT 01/29/2026150,000$148.7 萬0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A28,000$121.7 萬0.1%歷史
Revolution Accelertn Acqu Co76156P205UNIT 12/01/2025100,000$107.5 萬0.1%–
Artius Acquisition Inc04316G204UNIT 99/99/9999100,000$106.6 萬0.1%–
Capitol Investment Corp V14064F209UNIT 99/99/9999100,000$104.9 萬0.1%–
Sports Entertainment Acqu Co84918M205UNIT 99/99/9999100,000$102.6 萬0.1%–
D8 Holdings CorpG2614K102UNIT 99/99/9999100,000$101.7 萬<0.1%–
MSD Acquisition Corp.G5709C117UNIT 03/25/2026100,000$101.5 萬<0.1%–
Austerlitz Acquisition CorpG0633D117UNIT 99/99/9999100,000$100.4 萬<0.1%–
Vector Acquisition CorpG9442R100UNIT 09/30/202775,000$95.2 萬<0.1%–
Peridot Acquisition Corp.G7008A123UNIT 99/99/999975,000$86.0 萬<0.1%–
DOCNDigitalOcean Holdings, Inc.COM20,000$84.3 萬<0.1%歷史
Reservoir Media, Inc.778673202UNIT 12/11/202575,000$79.1 萬<0.1%–
Nextgen Acquisition CorpG65305115UNIT 11/26/202075,000$79.1 萬<0.1%–
Soaring Eagle Acquisition CoG8354H100UNIT 02/23/202675,000$75.9 萬<0.1%–
TWC Tech Hldgs II Corp90117G204UNIT 09/10/202575,000$75.8 萬<0.1%–
Edtechx Holdings Acqu Corp I28139A201UNIT 08/31/202775,000$75.0 萬<0.1%–
Decarbonization Plus Acqu II242794204UNIT 01/19/202670,000$70.4 萬<0.1%–
Holicity Inc435063201UNIT 08/05/202550,000$63.7 萬<0.1%–
Gores Holdings VI Inc38286R204UNIT 08/24/202740,000$58.6 萬<0.1%–
Dmy Technology Group Inc III233278209UNIT 99/99/999950,000$55.8 萬<0.1%–
10X Capital Venture Acqu Cor88025V206UNIT 10/21/202550,000$53.6 萬<0.1%–
Decarbonization Plus Acqu Co242797207UNIT 10/02/202550,000$53.1 萬<0.1%–
Arya Sciences Acquisition CoG3166W106COM CL A35,000$48.2 萬<0.1%–
IMAImageneBio, Inc.COM10,000$28.3 萬<0.1%歷史
RXDXPrometheus Biosciences, Inc.COM10,292$18.8 萬<0.1%歷史