MondegarAI
Hound Partners, LLC

Q4 2024 · 13F-HR

Hound Partners, LLCholdings as filed

Filed 2025-02-14 · accession 0001353316-25-000002

$260.5M
Reported value
19
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03945R102ACHRARCHER AVIATION INC$52.4M20.1%5,372,900CALLSHARED
594918104MSFTMICROSOFT CORP$25.6M9.82%60,694CommonSHARED
256677105DGDOLLAR GEN CORP NEW$20.4M7.82%268,611CommonSHARED
090572207BIOBIO RAD LABS INC$19.3M7.42%58,858CommonSHARED
29362U104ENTGENTEGRIS INC$19.1M7.32%192,582CommonSHARED
042735100ARWARROW ELECTRS INC$15.9M6.10%140,483CommonSHARED
023135106AMZNAMAZON COM INC$15.3M5.86%69,540CommonSHARED
98138H101WDAYWORKDAY INC$12.8M4.93%49,780CommonSHARED
40412C101HCAHCA HEALTHCARE INC$10.8M4.16%36,138CommonSHARED
92826C839VVISA INC$9.7M3.71%30,610CommonSHARED
91879Q109MTNVAIL RESORTS INC$9.6M3.68%51,193CommonSHARED
531229722LLYVK*LIBERTY MEDIA CORP DEL$7.1M2.73%104,622CommonSHARED
235851102DHRDANAHER CORPORATION$7.1M2.72%30,880CommonSHARED
608190104MHKMOHAWK INDS INC$6.9M2.65%57,843CommonSHARED
753422104RPDRAPID7 INC$6.5M2.50%161,621CommonSHARED
G9456A100GLNGGOLAR LNG LTD$6.4M2.44%150,483CommonSHARED
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$6.1M2.35%325,525CommonSHARED
67066G104NVDANVIDIA CORPORATION$5.1M1.95%37,755CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$4.5M1.71%73,926CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.