Investor
H Squared Management LP
CIK 0002110996 · filed 2026-02-13 · SEC filing
13F book
$173.3M
Positions
10
Largest name
11.6%
Guidewire Software, Inc. · GWRE
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Guidewire Software, Inc. | GWRE | 100K | $20.1M | 11.6% | — | Held |
| Take-Two Interactive Softwar | — | 78.2K | $20M | 11.6% | — | Held |
| Post Hldgs Inc | — | 193K | $19.1M | 11.0% | — | Held |
| Amazon Com Inc | AMZN | 82.2K | $19M | 10.9% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 58.6K | $17.8M | 10.3% | — | Held |
| Crown Hldgs Inc | — | 98.8K | $10.2M | 5.9% | — | Held |
| Alphabet Inc | — | 12.4K | $3.88M | 2.2% | — | Held |
| Trimble Inc. | TRMB | 40.6K | $3.18M | 1.8% | — | Held |
| Carpenter Technology Corp | CRS | 6K | $1.89M | 1.1% | — | Held |
| Ati Inc | ATI | 13.8K | $1.58M | 0.9% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.