Jonathan Auerbach
Hound Partners · SEC CIK 1353316
Long/short with a value spine.
Q1 2026
Latest 13F
$799.42M
Filed US book
35
Positions
Largest holdings, as filed
Top 15 of 35 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| CARNIVAL CORP | CCL1EUR | $116.84M | 14.6% |
| NORWEGIAN CRUISE LINE HLDGS | $106.83M | 13.4% | |
| NVIDIA CORPORATION | NVDA | $86.21M | 10.8% |
| PALANTIR TECHNOLOGIES INC | PLTR | $79.43M | 9.9% |
| ROBINHOOD MKTS INC | HOOD | $73.15M | 9.2% |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $49.60M | 6.2% |
| SEA LTD | SE | $41.41M | 5.2% |
| NETFLIX INC. | NFLX | $27.35M | 3.4% |
| BIO RAD LABS INC | BIO | $27.24M | 3.4% |
| MORGAN STANLEY | MS | $23.30M | 2.9% |
| GOLAR LNG LTD | $18.38M | 2.3% | |
| MICROSOFT CORP | MSFT | $17.50M | 2.2% |
| AMAZON COM INC | AMZN | $17.10M | 2.1% |
| FOX CORP | FOX | $16.68M | 2.1% |
| CAL MAINE FOODS INC | CALM | $16.13M | 2.0% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.