AlphaYouHound Partners, LLC
Bought Robinhood MKTS, sold out of Meta Platforms. Portfolio up 8% to $799.4M.
$799.4M portfolio35 holdingstop 10 = 79%filed 2026-05-15
- 1CCLCarnival Corp14.62%$116.8M - 4.5M shares+986K
- 2Norwegian Cruise Line Hldgs13.36%$106.8M - 5.7M shares+1.9M
- 3NVDANvidia Corporation10.78%$86.2M - 494K shares+20K
- $79.4M - 543K shares-
- 5HOODRobinhood MKTS Inc9.15%$73.1M - 1.1M sharesNEW
- 6Berkshire Hathaway Inc Del6.20%$49.6M - 104K sharesNEW
- 7SESea LTD5.18%$41.4M - 500K shares-
- 8NFLXNetflix Inc.3.42%$27.4M - 285K sharesNEW
- 9BIOBio Rad Labs Inc3.41%$27.2M - 98K shares+54K
- 10MSMorgan Stanley2.91%$23.3M - 142K sharesNEW
- 11Golar LNG LTD2.30%$18.4M - 340K shares-366K
- 12MSFTMicrosoft Corp2.19%$17.5M - 47K shares+13K
- 13AMZNAmazon Com Inc2.14%$17.1M - 82K shares+37K
- 14FOXFox Corp2.09%$16.7M - 314K shares+9K
- 15CALMCal Maine Foods Inc2.02%$16.1M - 204K shares+127K
- 16ENSGEnsign Group Inc1.40%$11.2M - 56K shares-10K
- $10.3M - 112K sharesNEW
- 18MHKMohawk Inds Inc1.23%$9.9M - 100K shares+41K
- 19ARWArrow Electrs Inc0.99%$7.9M - 55K shares-81K
- 20PATH callsUipath Inc0.89%$7.1M - 639K shares-699K
- 21UBERUber Technologies Inc0.83%$6.7M - 93K shares+38K
- 22BELFABel Fuse Inc0.78%$6.3M - 35K shares-3K
- 23MTNVail Resorts Inc0.62%$5.0M - 39K shares-21K
- 24GIIIG III Apparel Group LTD0.40%$3.2M - 116K shares+4K
- $2.9M - 100K sharesNEW
- $1.8M - 85K shares-
- 27NTSKNetskope Inc0.22%$1.8M - 207K shares-
- 28ANDGAndersen Group Inc0.20%$1.6M - 60K shares-
- 29BOBSBobs Disc Furniture Inc0.18%$1.4M - 122K sharesNEW
- 30UNHUnitedhealth Group Inc0.16%$1.2M - 5K sharesNEW
- 31NPNeptune Ins Hldgs Inc0.15%$1.2M - 51K shares-
- $1.2M - 4K sharesNEW
- 33HUMHumana Inc0.13%$1.1M - 6K sharesNEW
- 34OFRMOnce Upon A Farm PBC0.04%$327K - 20K sharesNEW
- $280K - 20K shares-
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.