H Squared Management LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
HS
H Squared Management LP
Institutional Filer 7.05%$108.5M14

Current Portfolio Holdings

Showing all 14 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1POSTPost Holdings, Inc.Consumer Defensive200K$19.8M18.26%
2AMZNAmazon.com, Inc.Consumer Cyclical94K$19.6M18.07%
3TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology58K$19.5M18.01%
4CCKCrown Holdings, Inc.Consumer Cyclical102K$10.3M9.45%
5GWREGuidewire Software, Inc.Technology42K$6.3M5.79%
6HPEHewlett Packard Enterprise CompanyTechnology232K$5.5M5.08%
7ATIATI Inc.Industrials36K$5.3M4.85%
8GOOGLAlphabet Inc.Technology17K$4.9M4.52%
9TREXTrex Company, Inc.Industrials124K$4.5M4.17%
10TTWOTake-Two Interactive Software, Inc.Technology19K$3.7M3.44%
11CRSCarpenter Technology CorporationIndustrials9K$3.5M3.23%
12FNDFloor & Decor Holdings, Inc.Consumer Cyclical39K$2.0M1.82%
13YSSYORK SPACE SYSTEMS INC81K$1.8M1.66%
14FWONKFormula One GroupCommunication Services21K$1.8M1.65%
Showing 1 to 14 of 14 holdings
H Squared Management LP 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner