Hound Partners discloses updated portfolio positions in 13F filing: New NCLH CCL EXPE positions, Added to NVDA GLNG BIO ARW
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: NCLH (4 mln), CCL (3.8 mln), EXPE (423K)
- Increased positions in: NVDA (to 721K from 38K), GLNG (to 508K from 150K), BIO (to 202K from 59K), ARW (to 180K from 140K), ENTG (to 231K from 193K), WDAY (to 70K from 50K), LLYVK (to 119K from 105K), RPD (to 169K from 162K)
- Closed positions in: ARWR (from 326K), UBER (from 74K), DHR (from 31K), V (from 31K),
- Decreased positions in: DG (to 173K from 269K), MSFT (to 45K from 61K), AMZN (to 57K from 70K)