HS Investments IV Ltd
Long book
$80.6M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+49.9%
SPY +14.8%
Turnover
67%
of book per quarter
Strategy in plain words
auto-generated from filingsHS Investments IV Ltd is a diversified fundamental manager, specialised in financials (100% of the long book), running a $80.6M US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: WEBULL CORP, PAGAYA TECHNOLOGIES LTD -A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-38.3%
Q1 2026
+49.9%
Sector allocation
Financials 100%