account_balance
Investment manager · 13F filer · SEC CIK 2110996
H Squared Management LP
Reported value$149Mas of Sep 30, 2026
Positions14 1 new, 2 sold out
Top 10 weight89.1%TSM alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
16.6%Trimmed −6%
AMZNAmazon.com Inc
14.7%Trimmed −7%
TTWOTake Two Interactive Software Inc
10.0%Trimmed −12%
POSTPost Holdings, Inc.
9.6%Trimmed −9%
HPEHewlett Packard Enterprise Co
9.0%Trimmed −8%
CCKCrown Holdings, Inc.
8.9%
DHRDanaher Corp
5.7%Added +120%
TREXTrex Co Inc
5.1%Added +12%
ATIATI Inc
5.0%Added +26%
FWONKLiberty Media Corp
4.6%
CPNGCoupang, Inc.
3.7%Added +71%
METAMeta Platforms, Inc.
3.2%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
16.6%Trimmed −6%
AMZNAmazon.com Inc
14.7%Trimmed −7%
TTWOTake Two Interactive Software Inc
10.0%
POSTPost Holdings, Inc.
9.6%
HPEHewlett Packard Enterprise Co
9.0%−8%
CCKCrown Holdings, Inc.
8.9%
DHRDanaher Corp
5.7%
TREXTrex Co Inc
5.1%
ATI5.0%FWONKCPNG3.7%METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 16.6% Trimmed −6%AMZN Amazon.com Inc 14.7% Trimmed −7%TTWO Take Two Interactive Software Inc 10.0% Trimmed −12%POST Post Holdings, Inc. 9.6% Trimmed −9%HPE Hewlett Packard Enterprise Co 9.0% Trimmed −8%CCK Crown Holdings, Inc. 8.9% HeldDHR Danaher Corp 5.7% Added +120%TREX Trex Co Inc 5.1% Added +12%ATI ATI Inc 5.0% Added +26%FWONK Liberty Media Corp 4.6% HeldCPNG Coupang, Inc. 3.7% Added +71%META Meta Platforms, Inc. 3.2% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.