Filed: 2/14/2025ACC: 0001353316-25-000002
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $260.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$260.48M
Total AUM (reported)
7.27M
Total Shares
Allocation by class
COM$152.75M58.6%
COM CL A$62.06M23.8%
CL A$32.18M12.4%
COM LBTY LIV S C$7.12M2.7%
SHS$6.37M2.4%
Portfolio Concentration
Top 3$98.33M37.8%
4–10$102.93M39.5%
11–25$59.22M22.7%
Top 3 weight
37.8%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 7.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
7.27M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other19
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings19
Rows:
ARCHER AVIATION INC
DFNDShares5.37M
TypeSH
Market value$52.39M
20.11%
Sole
0.00
Shared
5.37M
None
0.00
MICROSOFT CORP
DFNDShares60.69K
TypeSH
Market value$25.58M
9.82%
Sole
0.00
Shared
60.69K
None
0.00
DOLLAR GEN CORP NEW
DFNDShares268.61K
TypeSH
Market value$20.37M
7.82%
Sole
0.00
Shared
268.61K
None
0.00
BIO RAD LABS INC
DFNDShares58.86K
TypeSH
Market value$19.34M
7.42%
Sole
0.00
Shared
58.86K
None
0.00
ENTEGRIS INC
DFNDShares192.58K
TypeSH
Market value$19.08M
7.32%
Sole
0.00
Shared
192.58K
None
0.00
ARROW ELECTRS INC
DFNDShares140.48K
TypeSH
Market value$15.89M
6.10%
Sole
0.00
Shared
140.48K
None
0.00
AMAZON COM INC
DFNDShares69.54K
TypeSH
Market value$15.26M
5.86%
Sole
0.00
Shared
69.54K
None
0.00
WORKDAY INC
DFNDShares49.78K
TypeSH
Market value$12.84M
4.93%
Sole
0.00
Shared
49.78K
None
0.00
HCA HEALTHCARE INC
DFNDShares36.14K
TypeSH
Market value$10.85M
4.16%
Sole
0.00
Shared
36.14K
None
0.00
VISA INC
DFNDShares30.61K
TypeSH
Market value$9.67M
3.71%
Sole
0.00
Shared
30.61K
None
0.00
VAIL RESORTS INC
DFNDShares51.19K
TypeSH
Market value$9.60M
3.68%
Sole
0.00
Shared
51.19K
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares104.62K
TypeSH
Market value$7.12M
2.73%
Sole
0.00
Shared
104.62K
None
0.00
DANAHER CORPORATION
DFNDShares30.88K
TypeSH
Market value$7.09M
2.72%
Sole
0.00
Shared
30.88K
None
0.00
MOHAWK INDS INC
DFNDShares57.84K
TypeSH
Market value$6.89M
2.65%
Sole
0.00
Shared
57.84K
None
0.00
RAPID7 INC
DFNDShares161.62K
TypeSH
Market value$6.50M
2.50%
Sole
0.00
Shared
161.62K
None
0.00
GOLAR LNG LTD
DFNDShares150.48K
TypeSH
Market value$6.37M
2.44%
Sole
0.00
Shared
150.48K
None
0.00
ARROWHEAD PHARMACEUTICALS IN
DFNDShares325.52K
TypeSH
Market value$6.12M
2.35%
Sole
0.00
Shared
325.52K
None
0.00
NVIDIA CORPORATION
DFNDShares37.76K
TypeSH
Market value$5.07M
1.95%
Sole
0.00
Shared
37.76K
None
0.00
UBER TECHNOLOGIES INC
DFNDShares73.93K
TypeSH
Market value$4.46M
1.71%
Sole
0.00
Shared
73.93K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCHER AVIATION INCDFND | COM CL A | 5.37M | SH | $52.39M 20.11% | 0.00 | 5.37M | 0.00 |
MICROSOFT CORPDFND | COM | 60.69K | SH | $25.58M 9.82% | 0.00 | 60.69K | 0.00 |
DOLLAR GEN CORP NEWDFND | COM | 268.61K | SH | $20.37M 7.82% | 0.00 | 268.61K | 0.00 |
BIO RAD LABS INCDFND | CL A | 58.86K | SH | $19.34M 7.42% | 0.00 | 58.86K | 0.00 |
ENTEGRIS INCDFND | COM | 192.58K | SH | $19.08M 7.32% | 0.00 | 192.58K | 0.00 |
ARROW ELECTRS INCDFND | COM | 140.48K | SH | $15.89M 6.10% | 0.00 | 140.48K | 0.00 |
AMAZON COM INCDFND | COM | 69.54K | SH | $15.26M 5.86% | 0.00 | 69.54K | 0.00 |
WORKDAY INCDFND | CL A | 49.78K | SH | $12.84M 4.93% | 0.00 | 49.78K | 0.00 |
HCA HEALTHCARE INCDFND | COM | 36.14K | SH | $10.85M 4.16% | 0.00 | 36.14K | 0.00 |
VISA INCDFND | COM CL A | 30.61K | SH | $9.67M 3.71% | 0.00 | 30.61K | 0.00 |
VAIL RESORTS INCDFND | COM | 51.19K | SH | $9.60M 3.68% | 0.00 | 51.19K | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY LIV S C | 104.62K | SH | $7.12M 2.73% | 0.00 | 104.62K | 0.00 |
DANAHER CORPORATIONDFND | COM | 30.88K | SH | $7.09M 2.72% | 0.00 | 30.88K | 0.00 |
MOHAWK INDS INCDFND | COM | 57.84K | SH | $6.89M 2.65% | 0.00 | 57.84K | 0.00 |
RAPID7 INCDFND | COM | 161.62K | SH | $6.50M 2.50% | 0.00 | 161.62K | 0.00 |
GOLAR LNG LTDDFND | SHS | 150.48K | SH | $6.37M 2.44% | 0.00 | 150.48K | 0.00 |
ARROWHEAD PHARMACEUTICALS INDFND | COM | 325.52K | SH | $6.12M 2.35% | 0.00 | 325.52K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 37.76K | SH | $5.07M 1.95% | 0.00 | 37.76K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 73.93K | SH | $4.46M 1.71% | 0.00 | 73.93K | 0.00 |