Institutions / H Squared Management LP
H Squared Management LP
CIK 2110996 · Institution · as of Dec 31, 2025
Portfolio value
$116.75M
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Guidewire Software, Inc. | $20.10M | 17.2% |
| Take Two Interactive Software Inc | $20.03M | 17.2% |
| Post Holdings, Inc. | $19.12M | 16.4% |
| Amazon.com Inc | $18.98M | 16.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $17.81M | 15.3% |
| Crown Holdings, Inc. | $10.17M | 8.7% |
| Alphabet Inc. | $3.88M | 3.3% |
| Trimble Inc. | $3.18M | 2.7% |
| Carpenter Technology Corp | $1.89M | 1.6% |
| ATI Inc | $1.58M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.