AlphaYouHound Partners, LLC
Last 4 years copying the filings
$100 would be $215
+115% across 17 filings, buying each one the day it became public. Best quarter +26.7%, worst -11.1%.
Fund size $799M today
Aug 2022 to Aug 2026, at least 77% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New Robinhood MKTS position and exited Meta Platforms in Q1 2026.
$799.4M in this filing35 positionstop 10 = 79%
34 stock and fund positions worth $792.3M1 option positions worth $7.1M (0 puts, 1 calls)
Holdings are from Mar 31, 2026, not today. Filed May 15, 2026.
- 1CCLCarnival Corp14.62%$116.8M - 4.5M shares+986K
- $106.8M - 5.7M shares+1.9M
- 3NVDANvidia Corporation10.78%$86.2M - 494K shares+20K
32 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 32 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.