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HMS CAPITAL MANAGEMENT, LLC 13F portfolio summary

HMS CAPITAL MANAGEMENT, LLC of HMS CAPITAL MANAGEMENT, LLC has 112 current stock holdings with a reported portfolio value of $258.5M. The portfolio 1 year return is +19.14%. Top holdings include QQQ (0.00%), CW (0.00%), SPY (0.00%), LQD (9.15%), EFA (8.04%).

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HMS CAPITAL MANAGEMENT, LLC

HMS CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

HMS CAPITAL MANAGEMENT, LLC runs HMS CAPITAL MANAGEMENT, LLC and currently holds 112 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $258.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HMS CAPITAL MANAGEMENT, LLC ranks #733 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HMS CAPITAL MANAGEMENT, LLC's portfolio at HMS CAPITAL MANAGEMENT, LLC has delivered returns of +19.14%. Their 3-year annualized return is +60.07%. Looking at the 5-year horizon, HMS CAPITAL MANAGEMENT, LLC has achieved +61.10% annualized returns at HMS CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.14%
#687/1000
3 Year
+60.07%
#666/1000
5 Year
+61.10%
#680/1000

Portfolio Value

$258.53M

Alpha Score

46.0

#733 of 1000

Holdings

112

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change