Hound Partners (Jonathan Auerbach) discloses updated portfolio positions in 13F filing: New SE ONON GIII AAPL GS ICLR positions
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: SE (500K), ONON (250K), GIII (126K), AAPL (123K), GS (80K), ICLR (75K), FI (33K), OS (30K), TTAN (20K), UNH (13K)
- Increased: GLNG (to 654K from 508K), LLYVK (to 219K from 119K), ENTG (to 308K from 231K), MHK (to 103K from 57K), MTN (to 75K from 50K)
- Decreased: NCLH (to 3.4 mln from 4 mln), CCL (to 3.5 mln from 3.8 mln), NVDA (to 506K from 721K), EXPE (to 351K from 423K), DG (to 121K from 173K), BIO (to 182K from 202K), ARW (to 162K from 180K), RPD (to 153K from 169K), WDAY (to 62K from 70K), MSFT (to 40K from 45K), AMZN (54K from 57K)