Filed: 2/17/2026ACC: 0001353316-26-000002
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $743.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$743.22M
Total AUM (reported)
13.42M
Total Shares
Allocation by class
COM$201.97M27.2%
CL A$201.75M27.1%
SHS$124.91M16.8%
UNIT 99/99/9999$107.78M14.5%
SPONSORD ADS$63.78M8.6%
CL B COM$19.81M2.7%
NAMEN AKT A$11.62M1.6%
Portfolio Concentration
Top 3$292.80M39.4%
4–10$284.20M38.2%
11–25$143.63M19.3%
Rest$22.58M3.0%
Top 3 weight
39.4%
Top 10 weight
77.6%
Voting Authority Distribution
Total shares with voting rights: 13.42M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
13.42M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other37
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings37
Rows:
CARNIVAL CORP
DFNDShares3.53M
TypeSH
Market value$107.78M
14.50%
Sole
0.00
Shared
3.53M
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares543K
TypeSH
Market value$96.52M
12.99%
Sole
0.00
Shared
543K
None
0.00
NVIDIA CORPORATION
DFNDShares474.58K
TypeSH
Market value$88.51M
11.91%
Sole
0.00
Shared
474.58K
None
0.00
NORWEGIAN CRUISE LINE HLDG L
DFNDShares3.81M
TypeSH
Market value$84.99M
11.44%
Sole
0.00
Shared
3.81M
None
0.00
SEA LTD
DFNDShares500K
TypeSH
Market value$63.78M
8.58%
Sole
0.00
Shared
500K
None
0.00
META PLATFORMS INC
DFNDShares77K
TypeSH
Market value$50.83M
6.84%
Sole
0.00
Shared
77K
None
0.00
GOLAR LNG LTD
DFNDShares705.46K
TypeSH
Market value$26.25M
3.53%
Sole
0.00
Shared
705.46K
None
0.00
UIPATH INC
DFNDShares1.34M
TypeSH
Market value$21.93M
2.95%
Sole
0.00
Shared
1.34M
None
0.00
FOX CORP
DFNDShares305.07K
TypeSH
Market value$19.81M
2.67%
Sole
0.00
Shared
305.07K
None
0.00
MICROSOFT CORP
DFNDShares34.34K
TypeSH
Market value$16.61M
2.23%
Sole
0.00
Shared
34.34K
None
0.00
ARROW ELECTRS INC
DFNDShares135.69K
TypeSH
Market value$14.95M
2.01%
Sole
0.00
Shared
135.69K
None
0.00
ICON PLC
DFNDShares75K
TypeSH
Market value$13.67M
1.84%
Sole
0.00
Shared
75K
None
0.00
ENTEGRIS INC
DFNDShares159.45K
TypeSH
Market value$13.43M
1.81%
Sole
0.00
Shared
159.45K
None
0.00
BIO RAD LABS INC
DFNDShares43.27K
TypeSH
Market value$13.11M
1.76%
Sole
0.00
Shared
43.27K
None
0.00
ON HLDG AG
DFNDShares250K
TypeSH
Market value$11.62M
1.56%
Sole
0.00
Shared
250K
None
0.00
ENSIGN GROUP INC
DFNDShares65.27K
TypeSH
Market value$11.37M
1.53%
Sole
0.00
Shared
65.27K
None
0.00
KIRBY CORP
DFNDShares99.77K
TypeSH
Market value$10.99M
1.48%
Sole
0.00
Shared
99.77K
None
0.00
AMAZON COM INC
DFNDShares45.44K
TypeSH
Market value$10.49M
1.41%
Sole
0.00
Shared
45.44K
None
0.00
VAIL RESORTS INC
DFNDShares59.43K
TypeSH
Market value$7.89M
1.06%
Sole
0.00
Shared
59.43K
None
0.00
WORKDAY INC
DFNDShares32.58K
TypeSH
Market value$7.00M
0.94%
Sole
0.00
Shared
32.58K
None
0.00
MOHAWK INDS INC
DFNDShares59.13K
TypeSH
Market value$6.46M
0.87%
Sole
0.00
Shared
59.13K
None
0.00
DOLLAR GEN CORP NEW
DFNDShares47.23K
TypeSH
Market value$6.27M
0.84%
Sole
0.00
Shared
47.23K
None
0.00
CAL MAINE FOODS INC
DFNDShares77.34K
TypeSH
Market value$6.15M
0.83%
Sole
0.00
Shared
77.34K
None
0.00
BEL FUSE INC
DFNDShares37.64K
TypeSH
Market value$5.71M
0.77%
Sole
0.00
Shared
37.64K
None
0.00
UBER TECHNOLOGIES INC
DFNDShares55.16K
TypeSH
Market value$4.51M
0.61%
Sole
0.00
Shared
55.16K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARNIVAL CORPDFND | UNIT 99/99/9999 | 3.53M | SH | $107.78M 14.50% | 0.00 | 3.53M | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 543K | SH | $96.52M 12.99% | 0.00 | 543K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 474.58K | SH | $88.51M 11.91% | 0.00 | 474.58K | 0.00 |
NORWEGIAN CRUISE LINE HLDG LDFND | SHS | 3.81M | SH | $84.99M 11.44% | 0.00 | 3.81M | 0.00 |
SEA LTDDFND | SPONSORD ADS | 500K | SH | $63.78M 8.58% | 0.00 | 500K | 0.00 |
META PLATFORMS INCDFND | CL A | 77K | SH | $50.83M 6.84% | 0.00 | 77K | 0.00 |
GOLAR LNG LTDDFND | SHS | 705.46K | SH | $26.25M 3.53% | 0.00 | 705.46K | 0.00 |
UIPATH INCDFND | CL A | 1.34M | SH | $21.93M 2.95% | 0.00 | 1.34M | 0.00 |
FOX CORPDFND | CL B COM | 305.07K | SH | $19.81M 2.67% | 0.00 | 305.07K | 0.00 |
MICROSOFT CORPDFND | COM | 34.34K | SH | $16.61M 2.23% | 0.00 | 34.34K | 0.00 |
ARROW ELECTRS INCDFND | COM | 135.69K | SH | $14.95M 2.01% | 0.00 | 135.69K | 0.00 |
ICON PLCDFND | SHS | 75K | SH | $13.67M 1.84% | 0.00 | 75K | 0.00 |
ENTEGRIS INCDFND | COM | 159.45K | SH | $13.43M 1.81% | 0.00 | 159.45K | 0.00 |
BIO RAD LABS INCDFND | CL A | 43.27K | SH | $13.11M 1.76% | 0.00 | 43.27K | 0.00 |
ON HLDG AGDFND | NAMEN AKT A | 250K | SH | $11.62M 1.56% | 0.00 | 250K | 0.00 |
ENSIGN GROUP INCDFND | COM | 65.27K | SH | $11.37M 1.53% | 0.00 | 65.27K | 0.00 |
KIRBY CORPDFND | COM | 99.77K | SH | $10.99M 1.48% | 0.00 | 99.77K | 0.00 |
AMAZON COM INCDFND | COM | 45.44K | SH | $10.49M 1.41% | 0.00 | 45.44K | 0.00 |
VAIL RESORTS INCDFND | COM | 59.43K | SH | $7.89M 1.06% | 0.00 | 59.43K | 0.00 |
WORKDAY INCDFND | CL A | 32.58K | SH | $7.00M 0.94% | 0.00 | 32.58K | 0.00 |
MOHAWK INDS INCDFND | COM | 59.13K | SH | $6.46M 0.87% | 0.00 | 59.13K | 0.00 |
DOLLAR GEN CORP NEWDFND | COM | 47.23K | SH | $6.27M 0.84% | 0.00 | 47.23K | 0.00 |
CAL MAINE FOODS INCDFND | COM NEW | 77.34K | SH | $6.15M 0.83% | 0.00 | 77.34K | 0.00 |
BEL FUSE INCDFND | CL A | 37.64K | SH | $5.71M 0.77% | 0.00 | 37.64K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 55.16K | SH | $4.51M 0.61% | 0.00 | 55.16K | 0.00 |
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