Hound Partners 13F, Q3 2024
Jonathan Auerbach · quarter ending 30 September 2024 · filed 14 November 2024 · SEC CIK 1353316
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2024
Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF | IBIT | $89.63M | 22.4% | unchanged |
| BOOKING HOLDINGS INC | BKNG | $44.20M | 11.1% | -39% shares |
| FORTINET INC | FTNT | $38.15M | 9.6% | -80% shares |
| MICROSOFT CORP | MSFT | $37.93M | 9.5% | +81% shares |
| GOLAR LNG LTD | $28.00M | 7.0% | -34% shares | |
| BIO RAD LABS INC | BIO | $22.87M | 5.7% | -59% shares |
| DOLLAR GEN CORP NEW | DG | $22.18M | 5.5% | new |
| AMAZON COM INC | AMZN | $20.50M | 5.1% | +132% shares |
| WORKDAY INC | WDAY | $19.94M | 5.0% | +219% shares |
| VISA INC | V | $16.65M | 4.2% | +48% shares |
| VAIL RESORTS INC | MTN | $10.36M | 2.6% | -14% shares |
| DANAHER CORPORATION | DHR | $9.97M | 2.5% | -14% shares |
| FISERV INC | FISV | $9.60M | 2.4% | -47% shares |
| ENTEGRIS INC | ENTG | $9.09M | 2.3% | new |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | $7.34M | 1.8% | +40% shares |
| NVIDIA CORPORATION | NVDA | $6.71M | 1.7% | new |
| HCA HEALTHCARE INC | HCA | $6.39M | 1.6% | -64% shares |
What changed since Q2 2024
Against the Q2 2024 filing, Hound Partners opened 3 new positions, added to 5, trimmed 8, left 1 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001353316-24-000013, filed by Hound Partners, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.