Hound Partners 的 13F 持仓
依 SEC 13F 季度报告整理的美股多头持仓与环比变动。报告期 2026-06-30(对比上期 2026-03-31)。
组合市值(多头普通股)
$8.63 亿
持仓数
32
把本页 13F 持仓数据复制成提问,粘到 DeepSeek / 豆包 / Kimi 等大模型让它帮你解读
本季新建仓
本季清仓
持仓明细(按市值,前 100 大)
| 股票 | 市值 | 占比 | 股数 | 环比 |
|---|---|---|---|---|
| NORWEGIAN CRUISE LINE HLDGS | $1.41 亿 | 16.4% | 669.5 万股 | 增持 |
| CARNIVAL CORP LTD | $1.27 亿 | 14.7% | 445.2 万股 | 新建仓 |
| META META PLATFORMS INC | $1.02 亿 | 11.8% | 18.1 万股 | 新建仓 |
| NVDA NVIDIA CORPORATION | $9722.9 万 | 11.3% | 48.6 万股 | 减持 |
| GS GOLDMAN SACHS GROUP INC | $6371.6 万 | 7.4% | 6.3 万股 | 新建仓 |
| NEBIUS GROUP N.V. | $5523.4 万 | 6.4% | 20.0 万股 | 新建仓 |
| CRH PLC | $5189.5 万 | 6.0% | 48.5 万股 | 新建仓 |
| IREN LIMITED | $3727.0 万 | 4.3% | 81.5 万股 | 新建仓 |
| GOLAR LNG LTD | $2238.7 万 | 2.6% | 44.9 万股 | 增持 |
| AMZN AMAZON COM INC | $2060.2 万 | 2.4% | 8.6 万股 | 增持 |
| ENSG ENSIGN GROUP INC | $2056.7 万 | 2.4% | 12.8 万股 | 增持 |
| MSFT MICROSOFT CORP | $1904.6 万 | 2.2% | 5.1 万股 | 增持 |
| MHK MOHAWK INDS INC | $1624.2 万 | 1.9% | 13.4 万股 | 增持 |
| FOX FOX CORP | $1551.0 万 | 1.8% | 33.1 万股 | 增持 |
| LLYVA LIBERTY LIVE HOLDINGS INC | $1231.3 万 | 1.4% | 12.2 万股 | 增持 |
| CALM CAL MAINE FOODS INC | $1184.9 万 | 1.4% | 14.7 万股 | 减持 |
| BELFA BEL FUSE INC | $816.8 万 | 0.9% | 2.8 万股 | 减持 |
| BBB FOODS INC | $726.1 万 | 0.8% | 17.4 万股 | 新建仓 |
| UBER UBER TECHNOLOGIES INC | $723.7 万 | 0.8% | 10.0 万股 | 增持 |
| BIO BIO RAD LABS INC | $660.1 万 | 0.8% | 2.2 万股 | 减持 |
| DLR DIGITAL RLTY TR INC | $628.5 万 | 0.7% | 3.5 万股 | 新建仓 |
| ANDG ANDERSEN GROUP INC | $226.3 万 | 0.3% | 6.0 万股 | 不变 |
| QQQM INVESCO EXCH TRADED FD TR II | $196.9 万 | 0.2% | 6,500 股 | 新建仓 |
| NP NEPTUNE INS HLDGS INC | $159.1 万 | 0.2% | 5.0 万股 | 不变 |
| CURB CURBLINE PPTYS CORP | $152.0 万 | 0.2% | 5.0 万股 | 新建仓 |
| UNH UNITEDHEALTH GROUP INC | $129.1 万 | 0.1% | 3,106 股 | 减持 |
| BOBS BOBS DISC FURNITURE INC | $113.9 万 | 0.1% | 7.2 万股 | 减持 |
| HUM HUMANA INC | $98.3 万 | 0.1% | 2,475 股 | 减持 |
| ELV ELEVANCE HEALTH INC FORMERLY | $94.9 万 | 0.1% | 2,453 股 | 减持 |
| YSWY YESWAY INC | $52.8 万 | 0.1% | 2.6 万股 | 新建仓 |
| OFRM ONCE UPON A FARM PBC | $41.0 万 | 0.0% | 2.0 万股 | 不变 |
| AERO GRUPO AEROMEXICO SAB DE CV | $36.0 万 | 0.0% | 2.0 万股 | 不变 |
13F 报告披露季末美股多头持仓,通常滞后实际交易约 45 天,不含做空、现金与多数非美股资产;期权按名义市值列示、看跌期权不计入多头。本页为公开数据整理,不构成投资建议。