Top Funds / Hound Partners, LLC


Jonathan Auerbach

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
Farfetch Ltd SH CL A 1,582,241 $100,963,000 6.40% -1,960,828 +$11,819,000
HCA Healthcare, Inc. 564,436 $92,827,000 5.88% +423,243 +$75,223,000
KIRBY CORP 1,699,210 $88,070,000 5.58% -741,926 -$226,000
Workday, Inc. CL A 363,388 $87,071,000 5.52% -36,648 +$1,011,000
Facebook Inc CL A 298,947 $81,660,000 5.18% -30,149 -$4,530,000
TransDigm Group INC 114,725 $70,998,000 4.50% -30,664 +$1,921,000
Wix.com Ltd. 265,674 $66,408,000 4.21% New +$66,408,000
ZUORA INC CL A 4,708,336 $65,587,000 4.16% -1,216,896 +$4,320,000
Altice USA, Inc. CL A 1,691,373 $64,052,000 4.06% New +$64,052,000
FLEETCOR TECHNOLOGIES INC 225,575 $61,544,000 3.90% +96,146 +$30,727,000
ROSS STORES, INC. 495,464 $60,848,000 3.86% -189,247 -$3,049,000
IQVIA HOLDINGS INC. 327,924 $58,754,000 3.72% -33,073 +$1,850,000
Fidelity National Information Services, Inc. 393,585 $55,677,000 3.53% -50,732 -$9,731,000
VAPOTHERM INC 1,797,009 $48,268,000 3.06% New +$48,268,000
Wayfair Inc. CL A 200,019 $45,166,000 2.86% -31,504 -$22,210,000
MICROSOFT CORP 192,903 $42,905,000 2.72% -19,454 -$1,760,000
BIO-RAD LABORATORIES, INC. CL A 73,572 $42,888,000 2.72% -13,522 -$2,005,000
Alphabet Inc. CAP STK CL C 24,138 $42,287,000 2.68% -2,435 +$3,235,000
Alibaba Group Holding Ltd SPONSORED ADS 180,023 $41,897,000 2.66% New +$41,897,000
NEXSTAR MEDIA GROUP, INC. CL A 315,680 $34,469,000 2.18% -258,278 -$17,147,000
EchoStar CORP CL A 1,565,912 $33,182,000 2.10% -1,494,584 -$42,994,000
Fox Corp CL A 746,136 $21,727,000 1.38% -354,460 -$8,903,000
NEBULA CARAVEL ACQUISITION C UNIT 12/09/2023 1,524,877 $16,469,000 1.04% New +$16,469,000
CarGurus, Inc. CL A 466,873 $14,814,000 0.94% -348,406 -$2,820,000
DPCM CAP INC UNIT 99/99/9999 587,691 $6,476,000 0.41% New +$6,476,000