HP

Hound Partners

Hound Partners · 截止 2026 Q1(申报于 2026-05-15)
组合今日
-1.95%
前 5 大持仓集中度
62%
· NVDA · PLTR · HOOD · SE
如果在申报时跟投这个组合(回测)
+9.5%
自 2026-05-15 申报以来,按现价估算
持仓规模 (13F)
$626M
持仓数
32
头号重仓
—
分享到 X 数据说明看上季 →
💡 想跟投这些持仓?对比 9 家加密交易所在哪买代币化美股、哪家标的多/费用低 / 地区是否支持 →
当前持仓13F 数据季度更新,机构申报窗口约 2/14、5/15、8/14、11/14
股票占比市值今日价自申报
1
— 加仓 +50%
NORWEGIAN CRUISE LINE HLDGS
17.07%
$107M — —
2
NVDA 加仓 +4%
NVIDIA CORPORATION
13.77%
$86M $213.65 -3.75% +22.5%
3
PLTR
PALANTIR TECHNOLOGIES INC
12.69%
$79M — —
4
HOOD 新建仓
ROBINHOOD MKTS INC
11.69%
$73M — —
5
SE
SEA LTD
6.62%
$41M $76.75 -1.53% -7.3%
6
NFLX 新建仓
NETFLIX INC.
4.37%
$27M $66.28 +1.91% -31.1%
7
BIO 加仓 +126%
BIO RAD LABS INC
4.35%
$27M — —
8
MS 新建仓
MORGAN STANLEY
3.72%
$23M — —
9
— 减仓 -52%
GOLAR LNG LTD
2.94%
$18M — —
10
MSFT 加仓 +38%
MICROSOFT CORP
2.8%
$17M $526.07 -1.29% +42.1%
11
AMZN 加仓 +81%
AMAZON COM INC
2.73%
$17M $252.62 -3.72% +21.3%
12
FOX 加仓 +3%
FOX CORP
2.67%
$17M — —
13
CALM 加仓 +164%
CAL MAINE FOODS INC
2.58%
$16M — —
14
ENSG 减仓 -15%
ENSIGN GROUP INC
1.79%
$11M — —
15
LLYVA 新建仓
LIBERTY LIVE HOLDINGS INC
1.64%
$10M $97.46 +0.96% +6.4%
16
MHK 加仓 +69%
MOHAWK INDS INC
1.58%
$10M — —
17
ARW 减仓 -59%
ARROW ELECTRS INC
1.26%
$8M — —
18
UBER 加仓 +68%
UBER TECHNOLOGIES INC
1.07%
$7M $68.44 +1.21% -4.9%
19
BELFA 减仓 -8%
BEL FUSE INC
1%
$6M — —
20
MTN 减仓 -35%
VAIL RESORTS INC
0.79%
$5M — —
21
GIII 加仓 +3%
G III APPAREL GROUP LTD
0.51%
$3M — —
22
FPS 新建仓
FORGENT POWER SOLUTIONS INC
0.47%
$3M — —
23
ALH
ALLIANCE LAUNDRY HLDGS INC
0.28%
$2M — —
24
NTSK
NETSKOPE INC
0.28%
$2M — —
25
ANDG
ANDERSEN GROUP INC
0.26%
$2M — —
26
BOBS 新建仓
BOBS DISC FURNITURE INC
0.23%
$1M — —
27
UNH 新建仓
UNITEDHEALTH GROUP INC
0.2%
$1M — —
28
NP
NEPTUNE INS HLDGS INC
0.2%
$1M — —
29
ELV 新建仓
ELEVANCE HEALTH INC FORMERLY
0.18%
$1M $447.02 +2.97% +52.7%
30
HUM 新建仓
HUMANA INC
0.17%
$1M — —
31
OFRM 新建仓
ONCE UPON A FARM PBC
0.05%
$327K — —
32
AERO
GRUPO AEROMEXICO SAB DE CV
0.04%
$280K $14.95 -2.03% +6.7%
本季清仓2025-12-31 持有、本季已不在
CCL1EURMETAICON PLCENTGON HLDG AGKEXWDAYDGFISVWBIIVVMIAXSBETAMBQ