H Squared Management LP — 13F holdings

H Squared Management LP reported 15 holdings worth $156M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $27.6M (17.7%)
2. AMZN AMAZON COM INC — $22.4M (14.4%)
3. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $20.4M (13.1%)
4. POST POST HLDGS INC — $19.1M (12.2%)
5. CCK CROWN HLDGS INC — $14.0M (9.0%)
6. HPE HEWLETT PACKARD ENTERPRISE C — $10.3M (6.6%)
7. TREX TREX CO INC — $7.77M (5.0%)
8. FWONK LIBERTY MEDIA CORP DEL — $7.07M (4.5%)
9. ATI ATI INC — $6.15M (3.9%)
10. CRS CARPENTER TECHNOLOGY CORP — $4.26M (2.7%)