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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Jonathan Auerbach – Hound Partners LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
32
Portfolio value:
$862,891,000
Filed:
Aug 14, 2026
Style:
Tiger Cub / Long-Short
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2611 new9 added7 reduced14 exited
≡CCL – CARNIVAL CORP LTDBuy4,452,02214.74
≡CUKPF – CARNIVAL CORPSell−4,514,839−14.62
≡META – META PLATFORMS INCBuy181,00011.82
≡PLTR – PALANTIR TECHNOLOGIES INCSell−543,000−9.94
≡HOOD – ROBINHOOD MKTS INCSell−1,055,555−9.15
≡GS – GOLDMAN SACHS GROUP INCBuy63,0007.38
≡NBIS – NEBIUS GROUP N.V.Buy200,0006.40
≡BRK.B – BERKSHIRE HATHAWAY INC DELSell−103,500−6.20
≡CRH – CRH PLCBuy485,0006.01
≡SE – SEA LTDSell−500,000−5.18
≡IREN – IREN LIMITEDBuy815,0004.32
≡NFLX – NETFLIX INC.Sell−284,500−3.42
≡NCLH – NORWEGIAN CRUISE LINE HLDGSAdd 17.18%981,6833.01
≡MS – MORGAN STANLEYSell−141,570−2.91
≡BIO – BIO RAD LABS INCReduce 77.00%−75,243−2.64
≡ARW – ARROW ELECTRS INCSell−55,099−0.99
≡ENSG – ENSIGN GROUP INCAdd 130.43%72,6240.98
≡PATHCALL – UIPATH INCSell−639,400−0.89
≡TBBB – BBB FOODS INCBuy174,2420.84
≡DLR – DIGITAL RLTY TR INCBuy35,0000.73
≡MHK – MOHAWK INDS INCAdd 33.57%33,6420.65
≡CALM – CAL MAINE FOODS INCReduce 27.85%−56,765−0.65
≡MTN – VAIL RESORTS INCSell−38,624−0.62
≡GIII – G III APPAREL GROUP LTDSell−115,853−0.40
≡FPS – FORGENT POWER SOLUTIONS INCSell−100,000−0.37
≡GLNG – GOLAR LNG LTDAdd 32.24%109,5090.30
≡FOX – FOX CORPAdd 5.40%16,951−0.29
≡AMZN – AMAZON COM INCAdd 5.27%4,3250.25
≡QQQM – INVESCO EXCH TRADED FD TR IIBuy6,5000.23
≡ALH – ALLIANCE LAUNDRY HLDGS INCSell−85,000−0.22
≡NTSK – NETSKOPE INCSell−206,500−0.22
≡CURB – CURBLINE PPTYS CORPBuy50,0000.18
≡BELFA – BEL FUSE INCReduce 19.43%−6,7660.16
≡LLYVA – LIBERTY LIVE HOLDINGS INCAdd 8.52%9,5480.14
≡YSWY – YESWAY INCBuy26,0000.06
≡BOBS – BOBS DISC FURNITURE INCReduce 40.98%−50,000−0.05
≡ELV – ELEVANCE HEALTH INC FORMERLYReduce 37.66%−1,482−0.03
≡HUM – HUMANA INCReduce 60.00%−3,712−0.02
≡MSFT – MICROSOFT CORPAdd 8.02%3,7910.02
≡UNH – UNITEDHEALTH GROUP INCReduce 32.18%−1,474−0.01
≡UBER – UBER TECHNOLOGIES INCAdd 8.20%7,5970.00
Q1 2026filed May 15, 2611 new8 added6 reduced13 exited
≡HOOD – ROBINHOOD MKTS INCBuy1,055,5559.15
≡META – META PLATFORMS INCSell−77,000−6.84
≡BRK.B – BERKSHIRE HATHAWAY INC DELBuy103,5006.20
≡NFLX – NETFLIX INC.Buy
Q4 2025filed Feb 17, 2612 new2 added12 reduced5 exited
≡PLTR – PALANTIR TECHNOLOGIES INCBuy543,00012.99
≡GS – GOLDMAN SACHS GROUP INCSell−116,000−11.86
≡META – META PLATFORMS INCBuy77,0006.84
≡EXPE – EXPEDIA GROUP INCSell
Q3 2025filed Nov 14, 257 new4 added9 reduced5 exited
≡GS – GOLDMAN SACHS GROUP INCAdd 45.00%36,0004.21
≡AAPL – APPLE INCSell−123,000−3.41
≡BIO – BIO RAD LABS INCReduce 42.86%−77,973−2.19
≡EXPE – EXPEDIA GROUP INCReduce 35.51%−124,650
Q2 2025filed Aug 14, 2511 new5 added12 reduced
≡SE – SEA LTDBuy500,00010.81
≡GS – GOLDMAN SACHS GROUP INCBuy80,0007.65
≡EXPE – EXPEDIA GROUP INCReduce 16.98%−71,772−6.09
≡NCLH – NORWEGIAN CRUISE LINE HLDG LReduce 15.52%−616,094
Q1 2025filed May 15, 253 new7 added3 reduced5 exited
≡ACHRCALL – ARCHER AVIATION INCSell−5,372,900−20.11
≡NCLH – NORWEGIAN CRUISE LINE HLDG LBuy3,968,93014.92
≡CUKPF – CARNIVAL CORPBuy3,787,93714.67
≡EXPE
Q4 2024filed Feb 14, 256 new2 added10 reduced4 exited
≡IBIT – ISHARES BITCOIN TRUST ETFSell−2,480,836−22.44
≡ACHRCALL – ARCHER AVIATION INCBuy5,372,90020.11
≡BKNG – BOOKING HOLDINGS INCSell−10,494−11.06
≡FTNT
Q3 2024filed Nov 14, 243 new5 added8 reduced2 exited
≡FTNT – FORTINET INCReduce 79.57%−1,915,878−19.56
≡DG – DOLLAR GEN CORP NEWBuy262,2635.55
≡MSFT – MICROSOFT CORPAdd 80.77%39,3815.12
≡WDAY – WORKDAY INCAdd 218.72%56,000
Q2 2024filed Aug 14, 245 new3 added8 reduced4 exited
≡FTNT – FORTINET INCBuy2,407,86329.10
≡BIO – BIO RAD LABS INCReduce 37.68%−99,667−18.24
≡BKNG – BOOKING HOLDINGS INCAdd 521.01%14,33310.60
≡IBIT – ISHARES BITCOIN TRAdd 310.40%1,908,575
Q1 2024filed May 15, 244 new4 added5 reduced1 exited
≡VPU – VANGUARD WORLD FDReduce 69.25%−196,547−8.41
≡IBIT – ISHARES BITCOIN TRBuy614,8817.42
≡HCA – HCA HEALTHCARE INCReduce 53.32%−89,774−6.39
≡WSC – WILLSCOT MOBIL MINI HLDNG COBuy380,022
Q4 2023filed Feb 14, 241 new3 added5 reduced7 exited
≡QQQ – INVESCO QQQ TRSell−223,501−17.75
≡BIO – BIO RAD LABS INCAdd 22.28%47,6829.32
≡KEX – KIRBY CORPAdd 152.13%245,8977.00
≡HCA – HCA HEALTHCARE INCAdd 19.02%26,906
Q3 2023filed Nov 14, 234 new3 added3 reduced2 exited
≡VOO – VANGUARD INDEX FDSSell−88,258−8.16
≡QQQ – INVESCO QQQ TRAdd 84.87%102,6047.62
≡VPU – VANGUARD WORLD FDSAdd 149.43%222,0585.69
≡FIS – FIDELITY NATL INFORMATION SVReduce 54.73%−387,664
284,500
3.42
≡MS – MORGAN STANLEYBuy141,5702.91
≡PATHCALL – UIPATH INCReduce 52.21%−698,500−2.06
≡NCLH – NORWEGIAN CRUISE LINE HLDGSAdd 50.03%1,905,2031.93
≡ICLR – ICON PLCSell−75,000−1.84
≡ENTG – ENTEGRIS INCSell−159,450−1.81
≡BIO – BIO RAD LABS INCAdd 125.86%54,4561.64
≡ONON – ON HLDG AGSell−250,000−1.56
≡KEX – KIRBY CORPSell−99,767−1.48
≡LLYVA – LIBERTY LIVE HOLDINGS INCBuy112,0491.28
≡GLNG – GOLAR LNG LTDReduce 51.85%−365,795−1.23
≡CALM – CAL MAINE FOODS INCAdd 163.57%126,5101.19
≡ARW – ARROW ELECTRS INCReduce 59.39%−80,596−1.02
≡WDAY – WORKDAY INCSell−32,584−0.94
≡DG – DOLLAR GEN CORP NEWSell−47,228−0.84
≡AMZN – AMAZON COM INCAdd 80.73%36,6790.73
≡FISV – FISERV INCSell−65,509−0.59
≡MTN – VAIL RESORTS INCReduce 35.01%−20,806−0.44
≡FPS – FORGENT POWER SOLUTIONS INCBuy100,0000.37
≡MHK – MOHAWK INDS INCAdd 69.50%41,0950.36
≡WBI – WATERBRIDGE INFRASTRUCTURE LSell−100,000−0.27
≡UBER – UBER TECHNOLOGIES INCAdd 68.06%37,5410.23
≡IVV – ISHARES TRSell−2,000−0.18
≡BOBS – BOBS DISC FURNITURE INCBuy122,0000.18
≡UNH – UNITEDHEALTH GROUP INCBuy4,5800.15
≡MIAX – MIAMI INTL HLDGS INCSell−25,000−0.15
≡ELV – ELEVANCE HEALTH INC FORMERLYBuy3,9350.14
≡SBET – SHARPLINK GAMING INCSell−119,684−0.14
≡HUM – HUMANA INCBuy6,1870.13
≡ENSG – ENSIGN GROUP INCReduce 14.70%−9,592−0.13
≡CUKPF – CARNIVAL CORPAdd 27.93%985,7720.11
≡AMBQ – AMBIQ MICRO INCSell−20,000−0.08
≡MSFT – MICROSOFT CORPAdd 37.62%12,922−0.05
≡OFRM – ONCE UPON A FARM PBCBuy20,0000.04
≡BELFA – BEL FUSE INCReduce 7.51%−2,8260.02
−226,375
−6.21
≡PATHCALL – UIPATH INCBuy1,337,9002.95
≡FOX – FOX CORPBuy305,0712.67
≡BIO – BIO RAD LABS INCReduce 58.38%−60,695−1.98
≡LIBERTY MEDIA CORP DELSell−144,022−1.79
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 23.11%714,8171.65
≡GIII – G III APPAREL GROUP LTDReduce 76.61%−366,905−1.20
≡HCA – HCA HEALTHCARE INCSell−18,265−1.00
≡WDAY – WORKDAY INCReduce 47.78%−29,818−0.99
≡CALM – CAL MAINE FOODS INCBuy77,3410.83
≡DG – DOLLAR GEN CORP NEWReduce 61.15%−74,336−0.77
≡BELFA – BEL FUSE INCBuy37,6400.77
≡FISV – FISERV INCReduce 17.19%−13,603−0.72
≡UBER – UBER TECHNOLOGIES INCBuy55,1570.61
≡ENTG – ENTEGRIS INCReduce 20.38%−40,813−0.57
≡ARW – ARROW ELECTRS INCReduce 17.19%−28,166−0.53
≡MTN – VAIL RESORTS INCReduce 21.10%−15,890−0.39
≡RPD – RAPID7 INCSell−154,920−0.37
≡MHK – MOHAWK INDS INCReduce 17.19%−12,274−0.31
≡ALH – ALLIANCE LAUNDRY HLDGS INCBuy85,0000.23
≡ANDG – ANDERSEN GROUP INCBuy60,0000.21
≡NP – NEPTUNE INS HLDGS INCBuy50,5000.20
≡IVV – ISHARES TRBuy2,0000.18
≡AMZN – AMAZON COM INCReduce 17.19%−9,435−0.14
≡GLNG – GOLAR LNG LTDAdd 7.09%46,7090.11
≡AERO – GRUPO AEROMEXICO SAB DE CVBuy20,0000.06
≡KEX – KIRBY CORPReduce 24.89%−33,0640.06
≡ENSG – ENSIGN GROUP INCReduce 6.49%−4,528−0.02
−1.79
≡ENSG – ENSIGN GROUP INCBuy69,8011.55
≡KEX – KIRBY CORPBuy132,8311.42
≡GIII – G III APPAREL GROUP LTDAdd 279.97%352,8691.26
≡ENTG – ENTEGRIS INCReduce 34.92%−107,474−0.98
≡HCA – HCA HEALTHCARE INCReduce 42.62%−13,567−0.65
≡LIBERTY MEDIA CORP DELReduce 34.29%−75,172−0.61
≡NTSK – NETSKOPE INCBuy206,5000.60
≡NCLH – NORWEGIAN CRUISE LINE HLDG LReduce 7.75%−259,7660.59
≡UNH – UNITEDHEALTH GROUP INCSell−13,437−0.57
≡FISV – FISERV INCAdd 137.15%45,7530.53
≡NVDA – NVIDIA CORPORATIONReduce 6.69%−33,8410.51
≡CUKPF – CARNIVAL CORPAdd 5.70%198,8500.43
≡MSFT – MICROSOFT CORPReduce 12.96%−5,193−0.37
≡WBI – WATERBRIDGE INFRASTRUCTURE LBuy100,0000.32
≡TTAN – SERVICETITAN INCSell−20,000−0.29
≡MHK – MOHAWK INDS INCReduce 30.74%−31,689−0.28
≡SBET – SHARPLINK GAMING INCBuy118,7900.26
≡MIAX – MIAMI INTL HLDGS INCBuy25,0000.13
≡ONESTREAM INCSell−30,000−0.11
≡AMBQ – AMBIQ MICRO INCBuy20,0000.08
≡ASIC – ATEGRITY SPECIALTY IN CO HOSell−10,000−0.03
−5.73
≡NVDA – NVIDIA CORPORATIONReduce 29.77%−214,536−4.68
≡BIO – BIO RAD LABS INCReduce 9.84%−19,847−3.81
≡AAPL – APPLE INCBuy123,0003.41
≡ONON – ON HLDG AGBuy250,0001.76
≡ICLR – ICON PLCBuy75,0001.47
≡CUKPF – CARNIVAL CORPReduce 7.92%−299,954−1.41
≡WDAY – WORKDAY INCReduce 11.68%−8,186−1.24
≡DG – DOLLAR GEN CORP NEWReduce 30.38%−52,632−1.16
≡ARW – ARROW ELECTRS INCReduce 9.90%−17,850−0.91
≡LIBERTY MEDIA CORP DELAdd 84.74%100,5430.80
≡FISV – FISERV INCBuy33,3590.78
≡HCA – HCA HEALTHCARE INCReduce 10.00%−3,535−0.78
≡ENTG – ENTEGRIS INCAdd 33.27%76,820−0.65
≡MSFT – MICROSOFT CORPReduce 10.00%−4,451−0.62
≡UNH – UNITEDHEALTH GROUP INCBuy13,4370.57
≡AMZN – AMAZON COM INCReduce 5.11%−2,934−0.55
≡RPD – RAPID7 INCReduce 9.54%−16,150−0.41
≡GIII – G III APPAREL GROUP LTDBuy126,0400.38
≡TTAN – SERVICETITAN INCBuy20,0000.29
≡GLNG – GOLAR LNG LTDAdd 28.73%145,872−0.19
≡MHK – MOHAWK INDS INCAdd 82.04%46,4610.18
≡ONESTREAM INCBuy30,0000.11
≡ASIC – ATEGRITY SPECIALTY IN CO HOBuy10,0000.03
≡MTN – VAIL RESORTS INCAdd 48.86%24,477−0.01
– EXPEDIA GROUP INC
Buy
422,797
14.09
≡NVDA – NVIDIA CORPORATIONAdd 1808.72%682,88113.54
≡MSFT – MICROSOFT CORPReduce 26.63%−16,162−6.51
≡DG – DOLLAR GEN CORP NEWReduce 35.51%−95,385−4.80
≡V – VISA INCSell−30,610−3.71
≡AMZN – AMAZON COM INCReduce 17.49%−12,161−3.69
≡ENTG – ENTEGRIS INCAdd 19.91%38,335−3.32
≡DHR – DANAHER CORPORATIONSell−30,880−2.72
≡ARW – ARROW ELECTRS INCAdd 28.29%39,748−2.39
≡ARWR – ARROWHEAD PHARMACEUTICALS INSell−325,525−2.35
≡BIO – BIO RAD LABS INCAdd 242.83%142,9252.32
≡UBER – UBER TECHNOLOGIES INCSell−73,926−1.71
≡WDAY – WORKDAY INCAdd 40.82%20,321−1.68
≡GLNG – GOLAR LNG LTDAdd 237.40%357,2401.38
≡LIBERTY MEDIA CORP DELAdd 13.41%14,029−1.13
– FORTINET INC
Sell
−491,985
−9.55
≡ARW – ARROW ELECTRS INCBuy140,4836.10
≡ENTG – ENTEGRIS INCAdd 138.35%111,7855.05
≡GLNG – GOLAR LNG LTDReduce 80.24%−611,146−4.56
≡LIBERTY MEDIA CORP DELBuy104,6222.73
≡MHK – MOHAWK INDS INCBuy57,8432.65
≡HCA – HCA HEALTHCARE INCAdd 130.00%20,4262.57
≡RPD – RAPID7 INCBuy161,6212.50
≡FISV – FISERV INCSell−53,419−2.40
≡UBER – UBER TECHNOLOGIES INCBuy73,9261.71
≡BIO – BIO RAD LABS INCReduce 13.90%−9,5021.70
≡MTN – VAIL RESORTS INCReduce 13.90%−8,2641.09
≡AMZN – AMAZON COM INCReduce 36.80%−40,4880.73
≡ARWR – ARROWHEAD PHARMACEUTICALS INReduce 14.04%−53,1830.51
≡V – VISA INCReduce 49.47%−29,963−0.45
≡MSFT – MICROSOFT CORPReduce 31.14%−27,4430.33
≡NVDA – NVIDIA CORPORATIONReduce 31.67%−17,4980.27
≡DHR – DANAHER CORPORATIONReduce 13.90%−4,9860.23
≡WDAY – WORKDAY INCReduce 39.00%−31,823−0.06
3.84
≡BIO – BIO RAD LABS INCReduce 58.54%−96,510−3.31
≡AMZN – AMAZON COM INCAdd 131.45%62,4903.29
≡BKNG – BOOKING HOLDINGS INCReduce 38.57%−6,590−2.51
≡MHK – MOHAWK INDS INCSell−105,701−2.41
≡ENTG – ENTEGRIS INCBuy80,7972.28
≡V – VISA INCAdd 48.45%19,7682.02
≡NVDA – NVIDIA CORPORATIONBuy55,2531.68
≡HCA – HCA HEALTHCARE INCReduce 63.82%−27,721−1.20
≡FISV – FISERV INCReduce 47.22%−47,784−0.62
≡ARWR – ARROWHEAD PHARMACEUTICALS INAdd 40.30%108,7790.43
≡DHR – DANAHER CORPORATIONReduce 13.91%−5,7930.41
≡GLNG – GOLAR LNG LTDReduce 34.04%−393,123−0.25
≡MTN – VAIL RESORTS INCReduce 13.91%−9,6030.10
≡FTCI – FTC SOLAR INCSell−330,418−0.02
9.86
≡KEX – KIRBY CORPSell−224,890−6.39
≡GLNG – GOLAR LNG LTDReduce 38.81%−732,271−6.27
≡WSC – WILLSCOT MOBIL MINI HLDNG COSell−380,022−5.27
≡HCA – HCA HEALTHCARE INCReduce 44.74%−35,170−5.02
≡WDAY – WORKDAY INCReduce 64.15%−45,815−4.66
≡VPU – VANGUARD WORLD FDSell−87,266−3.71
≡MSFT – MICROSOFT CORPReduce 11.34%−6,236−2.53
≡MTN – VAIL RESORTS INCBuy69,0602.49
≡MHK – MOHAWK INDS INCReduce 11.34%−13,522−2.24
≡V – VISA INCBuy40,8052.15
≡AMZN – AMAZON COM INCBuy47,5381.84
≡CALM – CAL MAINE FOODS INCSell−94,169−1.65
≡DHR – DANAHER CORPORATIONReduce 11.34%−5,329−1.41
≡ARWR – ARROWHEAD PHARMACEUTICALS INBuy269,9291.41
≡FTCI – FTC SOLAR INCReduce 39.69%−217,474−0.06
≡FISV – FISERV INCAdd 59.06%37,576−0.01
5.27
≡CALM – CAL MAINE FOODS INCReduce 71.11%−231,838−4.18
≡KEX – KIRBY CORPReduce 44.82%−182,645−3.58
≡GLNG – GOLAR LNG LTDAdd 33.45%472,9703.40
≡RH – RHSell−33,559−3.05
≡FISV – FISERV INCBuy63,6273.03
≡BKNG – BOOKING HOLDINGS INCBuy2,7512.97
≡WDAY – WORKDAY INCAdd 62.86%27,5662.03
≡MHK – MOHAWK INDS INCAdd 9.86%10,6971.15
≡MSFT – MICROSOFT CORPReduce 18.71%−12,658−1.03
≡DHR – DANAHER CORPORATIONAdd 10.71%4,5450.44
6.49
≡CALM – CAL MAINE FOODS INCBuy326,0075.83
≡ROST – ROSS STORES INCSell−162,768−4.08
≡FIS – FIDELITY NATL INFORMATION SVSell−320,661−3.93
≡ENTG – ENTEGRIS INCSell−116,158−2.42
≡TMO – THERMO FISHER SCIENTIFIC INCSell−19,832−2.23
≡WDAY – WORKDAY INCReduce 63.94%−77,771−2.02
≡VPU – VANGUARD WORLD FDSReduce 23.43%−86,8521.64
≡FRSH – FRESHWORKS INCSell−355,864−1.57
≡VLRS – CONTROLADORA VUELA COMP DE ASell−858,226−1.29
≡RH – RHReduce 16.46%−6,6120.69
≡MSFT – MICROSOFT CORPReduce 44.51%−54,261−0.61
≡FTCI – FTC SOLAR INCReduce 7.91%−48,241−0.05
−4.86
≡HCA – HCA HEALTHCARE INCAdd 128.00%79,4213.44
≡RIVN – RIVIAN AUTOMOTIVE INCSell−830,673−3.14
≡KEX – KIRBY CORPReduce 49.59%−159,033−2.63
≡ENTG – ENTEGRIS INCBuy116,1582.42
≡DHR – DANAHER CORPORATIONBuy40,8252.25
≡MHK – MOHAWK INDS INCBuy104,1991.98
≡RH – RHReduce 17.88%−8,748−1.30
≡FTCI – FTC SOLAR INCBuy609,7560.17