1y return−18.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $79 against $127 in the S&P 500.2
H Capital V GP, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BEKEKe Hldgs Inc | $71.9M | 100.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEKEKe Hldgs Inc | December 31, 2024 | −21.1% | $71.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.9% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | −17.1% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | −11.7% | +10.5% |
| March 31, 2025 | +9.1% | −4.6% |
| December 31, 2023 | +4.4% | +11.2% |
| September 30, 2023 | +4.3% | −3.6% |
| June 30, 2023 | −21.1% | +8.3% |
| March 31, 2023 | +32.6% | +7.0% |
| December 31, 2022 | −19.3% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | +42.3% | −16.5% |
| March 31, 2022 | −36.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: H Capital V GP, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1757491&type=13F-HR&dateb=&owner=include&count=40CIK 1757491
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1757491/000110465926089626/Filed August 3, 2026 · accession 0001104659-26-089626