H Squared Management LP reported 15 holdings worth US$156M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
H Squared Management LP reported 15 holdings worth US$156M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Take-two Interactive Software, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$156M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 57,819 | US$27.6M | 17.7% |
| Amazon.com, Inc. | 94,125 | US$22.4M | 14.4% |
| Take-two Interactive Software, Inc. | 81,725 | US$20.4M | 13.1% |
| Post Holdings, Inc. | 216K | US$19.1M | 12.2% |
| Crown Holdings, Inc. | 125K | US$14M | 9.0% |
| Hewlett Packard Enterprise Company | 228K | US$10.3M | 6.6% |
| Trex Company, Inc. | 155K | US$7.77M | 5.0% |
| Liberty Media Corporation - Series A Liberty Formula One | 74,284 | US$7.07M | 4.5% |
| Ati Inc. | 31,200 | US$6.15M | 3.9% |
| Carpenter Technology Corporation | 6,900 | US$4.26M | 2.7% |
| Floor & Decor Holdings, Inc. | 69,369 | US$4.12M | 2.6% |
| Coupang, Inc. | 234K | US$4.06M | 2.6% |
| Woodward, Inc. | 8,600 | US$3.66M | 2.3% |
| Danaher Corporation | 17,500 | US$3.33M | 2.1% |
| On Semiconductor Corporation | 20,100 | US$1.9M | 1.2% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Guidewire Software, Inc. | 0 | US$0 | 0.00% |
| York Space Systems Inc. | 0 | US$0 | 0.00% |