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HMS Capital Management's Q4-Q1 13F Filing Reveals Diversified Investment Strategy, Focus on Technology Sector Growth

Ava Hoppe | 23 April, 2023

HMS Capital Management, LLC is a billion-dollar investment management firm that is responsible for managing investments for high net worth individuals, pension plans, and endowments. The firm recently released its 13F filing for Q4 2022 and Q1 2023, revealing its holdings in various assets. In this article, we will take a closer look at the changes in HMS Capital Management's holdings over the two quarters and what it tells us about the company's investment strategy.

The 13F filing shows that HMS Capital Management made significant portfolio adjustments between Q4 2022 and Q1 2023. The company increased its holdings in some assets while reducing its position in others. For instance, the company's holdings in SPDR S&P 500 ETF TR reduced by 3.7% from 72,386 shares in Q4 2022 to 65,132 shares in Q1 2023. In terms of the value of the holdings, the company's position in SPDR S&P 500 ETF TR dropped from $27,682 to $26,664 over the same period.

Another asset in which HMS Capital Management reduced its holdings between Q4 2022 and Q1 2023 is Select Sector SPDR TR. The company reduced its holdings in this asset by 17.5%, from 120,538 shares in Q4 2022 to 105,036 shares in Q1 2023. The value of the holdings also dropped significantly from $10,543 to $8,700.

On the other hand, HMS Capital Management increased its holdings in Microsft Corp. The firm's position in Microsoft grew by 16.6% from 14,541 shares in Q4 2022 to 14,104 shares in Q1 2023. The value of the holdings also increased from $3,487 to $4,066 over the same period. This increase could be attributed to Microsoft's impressive financial results and the company's continued success in the technology industry.

The firm also increased its holdings in Monolithic Pwr Sys Inc, growing its position by over 400%. The firm's increased stake in the company was not unexpected, given Monolithic Pwr Sys's impressive financial results in recent quarters.

However, one of the most interesting entries in the 13F filing is the firm's new holdings in Insulet Corp. The firm's position in Insulet Corp increased from 2,383 shares to 2,509 shares, with the value of the holdings increasing from $701,000 to $800,000. Insulet is a company that produces insulin pumps for people with diabetes, and its growth potential could be the reason for HMS Capital Management's investment in the company.

HMS Capital Management's new interest in Insulet Corp is particularly noteworthy because it offers investors an opportunity to invest in a company with a strong future growth potential. The company's product offerings are well-suited to meet the increasing demand for insulin products, which is expected to grow significantly in the coming years.

The 13F filing also reveals a surprising move by HMS Capital Management. The firm increased its position in Lattice Semiconductor Corp by over 500%, acquiring 5,368 shares in the company. Lattice Semiconductor Corp is a company that produces programmable logic technology for use in smartphones and other electronic devices. It is an investment in a company that many investors may not be familiar with, but a company that has the potential for significant growth in the near future.

The overall trend in the 13F filing is that HMS Capital Management seems to have confidence in the technology industry. The firm's increased position in Microsoft and Monolithic Pwr Sys is an indication of the company's confidence in the technology sector. Additionally, the firm's investments in companies such as Insulet Corp and Lattice Semiconductor Corp indicate that HMS Capital Management is keen on investing in tech firms that are digitizing healthcare and the electronic industry.

The Q4 2022 and Q1 2023 13F filing reveals that HMS Capital Management, LLC is a company that understands the importance of diversification in investing. The firm has invested in assets across different sectors, indicating that it is not focused on a specific industry or sector. Instead, the company's investment strategy is focused on identifying opportunities for growth across different sectors and investing accordingly.

In conclusion, investors can take a cue from HMS Capital Management's investment portfolio and diversify their portfolio to include assets across different sectors. Additionally, the increased holdings in Microsoft and Monolithic Pwr Sys indicate the potential for the technology industry to outperform in the near future. The new investments in Insulet Corp and Lattice Semiconductor Corp also present opportunities for investors looking to invest in niche growth companies with strong future growth potential.

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