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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Jonathan Auerbach (Hound Partners)
  • Overview
  • Portfolio36
  • Performance40Q
  • Options1
  • Activity2.1k
  • News
Capital flow per quarter
BuysSellsNet
+$630M+$315M$0-$315M-$630M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$25M
Lifetime buys
$2.64B
Lifetime sells
$3.38B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions12 names
  • PLTRPALANTIR TECHNOLOGIES INC
    +543,000
    $96.5M
  • METAMETA PLATFORMS INC
    +77,000
    $50.8M
  • PATHUIPATH INC
    +1,337,900
    $21.9M
  • FOXFOX CORP
    +305,071
    $19.8M
  • CALMCAL MAINE FOODS INC
    +77,341
    $6.2M
  • BELFABEL FUSE INC
    +37,640
    $5.7M
  • UBERUBER TECHNOLOGIES INC
    +55,157
    $4.5M
  • ALHALLIANCE LAUNDRY HLDGS INC
    +85,000
    $1.7M
  • ANDGANDERSEN GROUP INC
    +60,000
    $1.6M
  • NPNEPTUNE INS HLDGS INC
    +50,500
    $1.5M
  • IVVISHARES TR
    +2,000
    $1.4M
  • AEROGRUPO AEROMEXICO SAB DE CV
    +20,000
    $439K
Added to4 names
  • G66721NORWEGIAN CRUISE LINE HLDG L
    +714,817
    $16.0M
  • G9456AGOLAR LNG LTD
    +46,709
    $1.7M
  • NVDANVIDIA CORPORATION
    +2,318
    $432K
  • SBETSHARPLINK GAMING INC
    +894
    $8K
Trimmed14 names
  • BIOBIO RAD LABS INC
    −60,695
    $18.4M
  • GIIIG III APPAREL GROUP LTD
    −366,905
    $10.6M
  • DGDOLLAR GEN CORP NEW
    −74,336
    $9.9M
  • WDAYWORKDAY INC
    −29,818
    $6.4M
  • CCLCARNIVAL CORP
    −157,766
    $4.8M
  • KEXKIRBY CORP
    −33,064
    $3.6M
  • ENTGENTEGRIS INC
    −40,813
    $3.4M
  • ARWARROW ELECTRS INC
    −28,166
    $3.1M
  • AMZNAMAZON COM INC
    −9,435
    $2.2M
  • MTNVAIL RESORTS INC
    −15,890
    $2.1M
  • MHKMOHAWK INDS INC
    −12,274
    $1.3M
  • FISVFISERV INC
    −13,603
    $914K
  • + 2 more…
Exited5 names
  • GSGOLDMAN SACHS GROUP INC
    −116,000
    $92.4M
  • EXPEEXPEDIA GROUP INC
    −226,375
    $48.4M
  • LLYVK*LIBERTY MEDIA CORP DEL
    −144,022
    $14.0M
  • HCAHCA HEALTHCARE INC
    −18,265
    $7.8M
  • RPDRAPID7 INC
    −154,920
    $2.9M

Recent transactions

Last 20 moves
TRIM
Jonathan Auerbach (Hound Partners) trimmed MHK
MOHAWK INDS INC
−12,274
~$109.30 · 2025Q4
2026-02-17
NEW
Jonathan Auerbach (Hound Partners) opened a new position in ALH
ALLIANCE LAUNDRY HLDGS INC
+85,000
~$20.35 · 2025Q4
2026-02-17
NEW
Jonathan Auerbach (Hound Partners) opened a new position in IVV
ISHARES TR
+2,000
~$684.94 · 2025Q4
2026-02-17
TRIM
Jonathan Auerbach (Hound Partners) trimmed FISV
FISERV INC
−13,603
~$67.17 · 2025Q4
2026-02-17
TRIM
Jonathan Auerbach (Hound Partners) trimmed GIII
G III APPAREL GROUP LTD
−366,905
~$28.96 · 2025Q4
2026-02-17
ADD
Jonathan Auerbach (Hound Partners) added to G9456A100
GOLAR LNG LTD
+46,709
~$37.21 · 2025Q4
2026-02-17
SOLD
Jonathan Auerbach (Hound Partners) exited GS
GOLDMAN SACHS GROUP INC
−116,000
~$796.35 · 2025Q4
2026-02-17
SOLD
Jonathan Auerbach (Hound Partners) exited HCA
HCA HEALTHCARE INC
−18,265
~$426.20 · 2025Q4
2026-02-17
TRIM
Jonathan Auerbach (Hound Partners) trimmed KEX
KIRBY CORP
−33,064
~$110.18 · 2025Q4
2026-02-17
SOLD
Jonathan Auerbach (Hound Partners) exited LLYVK*
LIBERTY MEDIA CORP DEL
−144,022
~$96.97 · 2025Q4
2026-02-17
TRIM
Jonathan Auerbach (Hound Partners) trimmed MSFT
MICROSOFT CORP
−543
~$483.62 · 2025Q4
2026-02-17
ADD
Jonathan Auerbach (Hound Partners) added to G66721104
NORWEGIAN CRUISE LINE HLDG L
+714,817
~$22.32 · 2025Q4
2026-02-17
ADD
Jonathan Auerbach (Hound Partners) added to NVDA
NVIDIA CORPORATION
+2,318
~$186.50 · 2025Q4
2026-02-17
SOLD
Jonathan Auerbach (Hound Partners) exited RPD
RAPID7 INC
−154,920
~$18.75 · 2025Q4
2026-02-17
ADD
Jonathan Auerbach (Hound Partners) added to SBET
SHARPLINK GAMING INC
+894
~$8.94 · 2025Q4
2026-02-17
TRIM
Jonathan Auerbach (Hound Partners) trimmed MTN
VAIL RESORTS INC
−15,890
~$132.80 · 2025Q4
2026-02-17
TRIM
Jonathan Auerbach (Hound Partners) trimmed WDAY
WORKDAY INC
−29,818
~$214.78 · 2025Q4
2026-02-17
NEW
Jonathan Auerbach (Hound Partners) opened a new position in AERO
GRUPO AEROMEXICO SAB DE CV
+20,000
~$21.96 · 2025Q4
2026-02-17
NEW
Jonathan Auerbach (Hound Partners) opened a new position in META
META PLATFORMS INC
+77,000
~$660.09 · 2025Q4
2026-02-17
NEW
Jonathan Auerbach (Hound Partners) opened a new position in NP
NEPTUNE INS HLDGS INC
+50,500
~$29.16 · 2025Q4
2026-02-17
Hedge Fund · CIK 0001353316

Jonathan Auerbach

Hound Partners
Share
  • Tech-Heavy
  • Concentrated
  • Boutique

Jonathan Auerbach runs Hound Partners, a hedge fund overseeing $721.3M in disclosed equity holdings (SEC CIK 0001353316). The latest portfolio (2025Q4) discloses 36 positions across 8 sectors, with the largest positions in CCL, PLTR and NVDA. On a mark-to-market basis the tracked portfolio has returned 10.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Jonathan's filingsView holdings↓
Portfolio
$721.29M
Positions
36
Quarter
2025Q4
Filings tracked
40
1Y+10.2%Since filing+68.7%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1