HOUND PARTNERS LLC
Q1 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0001353316
· CRD 155551
· SEC-registered investment adviser
Consolidated report · includes
2 managers
since Q2 2013
$504.3M Reported Value Total
HOUND PARTNERS reports 10 total accounts under management (AUM). There are 10 discretionary accounts valued at $4,136,640,542, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Private funds (Form ADV)
8 funds
· $7.6B gross asset value
Hedge Fund: $7.6B
Source: Form ADV filed 2026-07-15
Reported value
$504.3M
Quarter over quarter
-8.4%
Holdings
17
Top-10 concentration
87.0%
Filing Structure
Reports holdings for
- Hound Partners Offshore Fund LP · File #028-13191 · since Q2 2013
- Hound Partners Variable Beta Master LP · File #028-21018 · since Q4 2020
- Hound Partners Long Master, LP (not a 13F filer in our records) · File #028-16134 · Q1 2014 – Q2 2021
- Hound Partners Concentrated Master, LP (not a 13F filer in our records) · File #028-16135 · Q1 2014 – Q1 2021
Key People
Form ADV owners & control persons
Jonathan A G Auerbach
MANAGING MEMBER
Douglas Edward Marks
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 15, 2025 |
| Form | 13F-HR |
| Reported value | $504.3M |
| Positions | 17 |
| Change in reported value | +93.6% |
| New positions | 3 |
| Exited positions | 4 |
| Position turnover | 33.3% |
| Top-10 concentration | 87.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
32 | $862.9M |
|
Q1 2026 13F
Filed May 15, 2026
|
34 | $799.4M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
36 | $743.2M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
30 | $778.6M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
28 | $739.9M |
|
Q1 2025 13F
Filed May 15, 2025
|
17 | $504.3M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
18 | $260.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
17 | $399.5M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
16 | $498.6M |
|
Q1 2024 13F
Filed May 15, 2024
|
15 | $335.5M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
12 | $320.9M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
18 | $451.1M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
16 | $440.7M |
|
Q1 2023 13F
Filed May 15, 2023
|
14 | $397.2M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
13 | $338.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
16 | $526.7M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
24 | $1.2B |
|
Q1 2022 13F
Filed May 13, 2022
|
27 | $1.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
106 | $1.8B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
206 | $1.9B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 17 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $78.1M | 15.49% |
| 2 | NCLH NORWEGIAN CRUISE LINE HLDG L | $75.3M | 14.92% |
| 3 | CCL CARNIVAL CORP | $74.0M | 14.67% |
| 4 | EXPE EXPEDIA GROUP INC | $71.1M | 14.09% |
| 5 | BIO BIO RAD LABS INC | $49.1M | 9.75% |
| 6 | ENTG ENTEGRIS INC | $20.2M | 4.01% |
| 7 | GLNG GOLAR LNG LTD | $19.3M | 3.83% |
| 8 | ARW ARROW ELECTRS INC | $18.7M | 3.71% |
| 9 | MSFT MICROSOFT CORP | $16.7M | 3.32% |
| 10 | WDAY WORKDAY INC | $16.4M | 3.25% |
| 11 | DG DOLLAR GEN CORP NEW | $15.2M | 3.02% |
| 12 | HCA HCA HEALTHCARE INC | $12.2M | 2.42% |
| 13 | AMZN AMAZON COM INC | $10.9M | 2.16% |
| 14 | LLYVK LIBERTY MEDIA CORP DEL | $8.1M | 1.6% |
| 15 | MTN VAIL RESORTS INC | $8.0M | 1.59% |
| 16 | MHK MOHAWK INDS INC | $6.5M | 1.28% |
| 17 | RPD RAPID7 INC | $4.5M | 0.89% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.