Investments: Hound Partners, LLC

Aktie	Ticker	2025/Q4		2025/Q3		2025/Q1
		Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)
		743.218.704 $	+70.963.414 $	778.597.703 $	+274.331.771 $	504.265.932 $	+504.265.932 $
BANK OF AMERICA CORP /DE/	BAC	253.195.736 $	+3.193.235 $	250.002.501 $	-3.727.156 $	253.729.657 $	+253.729.657 $
CARNIVAL CORP	CCL	107.777.706 $	+1.191.364 $	106.586.342 $	+32.607.932 $	73.978.410 $	+73.978.410 $
PALATIN TECHNOLOGIES INC	PTNT	96.518.250 $	+96.518.250 $
GOLDMAN SACHS GROUP INC	GS			92.376.600 $	+92.376.600 $
Sea Ltd	SE	63.785.000 $	-25.580.000 $	89.365.000 $	+89.365.000 $
NVIDIA CORP	NVDA	88.508.611 $	+394.527 $	88.114.084 $	+10.011.554 $	78.102.530 $	+78.102.530 $
GOLAR LNG LTD	GLNG	26.250.167 $	-369.961 $	26.620.128 $	+7.331.731 $	19.288.397 $	+19.288.397 $
ENTEGRIS INC	ENTG	13.433.663 $	-5.082.654 $	18.516.317 $	-1.684.302 $	20.200.619 $	+20.200.619 $
Fox Corp	FOXA	19.808.260 $	+19.808.260 $
MICROSOFT CORP	MSFT	16.609.929 $	-1.460.311 $	18.070.240 $	+1.353.373 $	16.716.867 $	+16.716.867 $
DOLLAR GENERAL CORP	DG	6.270.462 $	-6.293.177 $	12.563.639 $	-2.668.123 $	15.231.762 $	+15.231.762 $
Liberty Media Corp	FWONA			13.965.813 $	+5.880.934 $	8.084.879 $	+8.084.879 $
ICON PLC	ICLR	13.666.500 $	+541.500 $	13.125.000 $	+13.125.000 $
AMAZON COM INC	AMZN	10.487.538 $	-1.560.487 $	12.048.025 $	+1.131.096 $	10.916.929 $	+10.916.929 $
VAIL RESORTS INC	MTN	7.892.304 $	-3.373.308 $	11.265.612 $	+3.249.730 $	8.015.882 $	+8.015.882 $
KIRBY CORP	KEX	10.992.328 $	-92.419 $	11.084.747 $	+11.084.747 $
FISERV INC	FISV	4.400.240 $	-5.799.670 $	10.199.910 $	+10.199.910 $
Netskope Inc	NTSK	3.622.010 $	-1.071.735 $	4.693.745 $	+4.693.745 $
		743.218.704 $	+70.963.414 $	778.597.703 $	+274.331.771 $	504.265.932 $	+504.265.932 $