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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Arctos Northstar Acquis CorpG0477L118 | UNIT 99/99/9999 | 249,333 | $249.3 萬 | 0.1% | −667−0.3% | 減碼 | – |
| Ares Acquisition CorporationG33032114 | UNIT 99/99/9999 | 249,333 | $249.3 萬 | 0.1% | −667−0.3% | 減碼 | – |
| Fortress Value Acquisi Corp34964K207 | UNIT 03/31/2028 | 249,505 | $249.5 萬 | 0.1% | −495−0.2% | 減碼 | – |
| FTAC Hera Acquisition Corp.G3728Y129 | UNIT 02/28/2026 | 249,505 | $250.6 萬 | 0.1% | −495−0.2% | 減碼 | – |
| OECOrion S.A. | COM | 132,127 | $250.9 萬 | 0.1% | +132,127 | 新進 | 歷史 |
| ScION Tech Growth IG31067120 | UNIT 12/17/2025 | 249,330 | $251.8 萬 | 0.1% | −670−0.3% | 減碼 | – |
| CONX Corp.212873202 | UNIT 10/30/2027 | 248,868 | $252.6 萬 | 0.1% | −1,132−0.5% | 減碼 | – |
| Acon S2 Acquisition CorpG00748122 | UNIT 09/15/2027 | 242,207 | $252.9 萬 | 0.1% | −767−0.3% | 減碼 | – |
| PMV Consumer Acquisition Cor693486201 | UNIT 08/31/2027 | 266,875 | $269.8 萬 | 0.1% | −1,425−0.5% | 減碼 | – |
| Eq Health Acquisition Corp26886A200 | UNIT 02/02/2028 | 298,515 | $297.6 萬 | 0.1% | −1,485−0.5% | 減碼 | – |
| Fintech Evolution Acquis GroG3R19A112 | UNIT 99/99/9999 | 299,208 | $298.6 萬 | 0.1% | −792−0.3% | 減碼 | – |
| Peridot Acquisition Corp. IIG7008B113 | UNIT 99/99/9999 | 299,406 | $299.1 萬 | 0.1% | −594−0.2% | 減碼 | – |
| Tailwind Two Acquisition CorG86613117 | UNIT 03/01/2028 | 299,406 | $299.4 萬 | 0.1% | −594−0.2% | 減碼 | – |
| Churchill Capital Corp VII17144M201 | UNIT 99/99/9999 | 299,199 | $299.5 萬 | 0.1% | −801−0.3% | 減碼 | – |
| Prime Impact Acquisition IG61074111 | UNIT 10/01/2030 | 299,053 | $300.5 萬 | 0.2% | −947−0.3% | 減碼 | – |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 298,980 | $302.0 萬 | 0.2% | +298,980 | 新進 | – |
| Reinvent Technology PartnersG7484L114 | UNIT 03/12/2026 | 299,406 | $302.1 萬 | 0.2% | −594−0.2% | 減碼 | – |
| Go Acquisition Corp362019200 | UNIT 08/31/2027 | 329,867 | $334.5 萬 | 0.2% | −1,033−0.3% | 減碼 | – |
| Osiris Acquisition Corp.68829A202 | UNIT 99/99/9999 | 348,810 | $346.0 萬 | 0.2% | +348,810 | 新進 | – |
| Hudson Executive Inves III44376L206 | UNIT 02/22/2026 | 349,066 | $348.7 萬 | 0.2% | −934−0.3% | 減碼 | – |
| Itiquira Acquisition CorpG49773123 | UNIT 02/03/2026 | 373,998 | $374.4 萬 | 0.2% | −1,002−0.3% | 減碼 | – |
| Fusion Acquisition Corp. II36118N201 | UNIT 02/29/2028 | 398,932 | $398.5 萬 | 0.2% | −1,068−0.3% | 減碼 | – |
| CELCCelcuity Inc. | COM | 194,121 | $465.9 萬 | 0.2% | +194,121 | 新進 | 歷史 |
| G Squared Ascend II IncG42041114 | UNIT 99/99/9999 | 498,300 | $498.8 萬 | 0.2% | +498,300 | 新進 | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 528,766 | $528.8 萬 | 0.3% | +128,766+32.2% | 加碼 | 歷史 |
| Glass Houses Acquisition Cor37714P202 | UNIT 03/25/2028 | 2,000,000 | $2,020 萬 | 1.0% | 00.0% | 不變 | – |
| MARAMARA Holdings, Inc. | COM | 647,677 | $2,032 萬 | 1.0% | −6,205−0.9% | 減碼 | 歷史 |
| CARGCarGurus, Inc. | COM CL A | 881,981 | $2,313 萬 | 1.2% | +646,367+274.3% | 加碼 | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 1,370,723 | $2,929 萬 | 1.5% | −106,137−7.2% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 284,282 | $3,525 萬 | 1.8% | −146,654−34.0% | 減碼 | 歷史 |
| WWayfair Inc. | CL A | 124,888 | $3,943 萬 | 2.0% | +13,936+12.6% | 加碼 | 歷史 |
| RHRH | COM | 59,874 | $4,065 萬 | 2.0% | −30,938−34.1% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 177,199 | $4,230 萬 | 2.1% | −13,763−7.2% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 190,136 | $4,607 萬 | 2.3% | −95,080−33.3% | 減碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 72,264 | $4,656 萬 | 2.3% | −5,593−7.2% | 減碼 | 歷史 |
| OPTUOptimum Communications, Inc. | CL A | 1,365,379 | $4,661 萬 | 2.3% | −105,722−7.2% | 減碼 | 歷史 |
| VAPOVapotherm Inc | COM | 2,019,814 | $4,775 萬 | 2.4% | −101,721−4.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,485 | $4,884 萬 | 2.4% | −1,508−7.2% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 225,392 | $5,272 萬 | 2.6% | +61,759+37.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 283,987 | $6,514 萬 | 3.3% | +80,988+39.9% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 460,581 | $6,525 萬 | 3.3% | −355,039−43.5% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 315,678 | $6,526 萬 | 3.3% | −175,250−35.7% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 113,497 | $7,347 萬 | 3.7% | −35,266−23.7% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 274,879 | $7,979 萬 | 4.0% | −10,263−3.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 301,671 | $8,172 萬 | 4.1% | +133,893+79.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 448,331 | $1.02 億 | 5.1% | +74,802+20.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 301,543 | $1.05 億 | 5.2% | −80,340−21.0% | 減碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,087,307 | $1.05 億 | 5.3% | +230,092+12.4% | 加碼 | – |
| KEXKirby Corp | COM | 1,952,107 | $1.18 億 | 5.9% | +106,104+5.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 746,204 | $2.94 億 | 14.7% | +23,724+3.3% | 加碼 | – |
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。
| 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。
| 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 Inc | COM CL A | 2,748,313 | $4,068 萬 | 2.0% | 歷史 |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 200,000 | $677.6 萬 | 0.3% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 150,000 | $447.9 萬 | 0.2% | 歷史 |
| BIDUBaidu, Inc. | ADR | 19,000 | $413.3 萬 | 0.2% | 歷史 |
| Roth CH Acquisition III Co77867Q201 | UNIT 02/26/2026 | 300,000 | $300.0 萬 | 0.1% | – |
| COVA Acquisition Corp.G2554Y112 | UNIT 04/01/2021 | 300,000 | $298.5 萬 | 0.1% | – |
| Centricus Acquisition CorpG2072Q112 | UNIT 02/08/2028 | 250,000 | $248.4 萬 | 0.1% | – |
| DPCM Cap Inc23344P200 | UNIT 99/99/9999 | 225,000 | $230.6 萬 | 0.1% | – |
| TMETencent Music Entertainment Group | SPON ADS | 100,000 | $204.9 萬 | 0.1% | 歷史 |
| Bowx Acquisition Corp103085205 | UNIT 08/03/2025 | 161,200 | $199.4 萬 | 0.1% | – |
| Decarbonization Plus Acqu II24279D204 | UNIT 03/19/2026 | 200,000 | $199.2 萬 | 0.1% | – |
| Levere Holdings Corp.G5462L114 | UNIT 03/09/2026 | 200,000 | $199.2 萬 | 0.1% | – |
| COURCoursera, Inc. | COM | 35,000 | $157.5 萬 | 0.1% | 歷史 |
| Qell Acquisition CorpG7307X105 | CL A | 150,000 | $152.7 萬 | 0.1% | – |
| Evo Acquisition Corp30052G207 | UNIT 99/99/9999 | 150,000 | $149.0 萬 | 0.1% | – |
| Foresight Acquisition Corp34552Y205 | UNIT 01/29/2026 | 150,000 | $148.7 萬 | 0.1% | – |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 28,000 | $121.7 萬 | 0.1% | 歷史 |
| Revolution Accelertn Acqu Co76156P205 | UNIT 12/01/2025 | 100,000 | $107.5 萬 | 0.1% | – |
| Artius Acquisition Inc04316G204 | UNIT 99/99/9999 | 100,000 | $106.6 萬 | 0.1% | – |
| Capitol Investment Corp V14064F209 | UNIT 99/99/9999 | 100,000 | $104.9 萬 | 0.1% | – |
| Sports Entertainment Acqu Co84918M205 | UNIT 99/99/9999 | 100,000 | $102.6 萬 | 0.1% | – |
| D8 Holdings CorpG2614K102 | UNIT 99/99/9999 | 100,000 | $101.7 萬 | <0.1% | – |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 100,000 | $101.5 萬 | <0.1% | – |
| Austerlitz Acquisition CorpG0633D117 | UNIT 99/99/9999 | 100,000 | $100.4 萬 | <0.1% | – |
| Vector Acquisition CorpG9442R100 | UNIT 09/30/2027 | 75,000 | $95.2 萬 | <0.1% | – |
| Peridot Acquisition Corp.G7008A123 | UNIT 99/99/9999 | 75,000 | $86.0 萬 | <0.1% | – |
| DOCNDigitalOcean Holdings, Inc. | COM | 20,000 | $84.3 萬 | <0.1% | 歷史 |
| Reservoir Media, Inc.778673202 | UNIT 12/11/2025 | 75,000 | $79.1 萬 | <0.1% | – |
| Nextgen Acquisition CorpG65305115 | UNIT 11/26/2020 | 75,000 | $79.1 萬 | <0.1% | – |
| Soaring Eagle Acquisition CoG8354H100 | UNIT 02/23/2026 | 75,000 | $75.9 萬 | <0.1% | – |
| TWC Tech Hldgs II Corp90117G204 | UNIT 09/10/2025 | 75,000 | $75.8 萬 | <0.1% | – |
| Edtechx Holdings Acqu Corp I28139A201 | UNIT 08/31/2027 | 75,000 | $75.0 萬 | <0.1% | – |
| Decarbonization Plus Acqu II242794204 | UNIT 01/19/2026 | 70,000 | $70.4 萬 | <0.1% | – |
| Holicity Inc435063201 | UNIT 08/05/2025 | 50,000 | $63.7 萬 | <0.1% | – |
| Gores Holdings VI Inc38286R204 | UNIT 08/24/2027 | 40,000 | $58.6 萬 | <0.1% | – |
| Dmy Technology Group Inc III233278209 | UNIT 99/99/9999 | 50,000 | $55.8 萬 | <0.1% | – |
| 10X Capital Venture Acqu Cor88025V206 | UNIT 10/21/2025 | 50,000 | $53.6 萬 | <0.1% | – |
| Decarbonization Plus Acqu Co242797207 | UNIT 10/02/2025 | 50,000 | $53.1 萬 | <0.1% | – |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 35,000 | $48.2 萬 | <0.1% | – |
| IMAImageneBio, Inc. | COM | 10,000 | $28.3 萬 | <0.1% | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 10,292 | $18.8 萬 | <0.1% | 歷史 |