Great Hill Capital LLC

hedge fundUpdated 45 days ago

Managed by Great Hill Capital Llc • Latest filing Q2 2026

Portfolio value

$4.3B

Q2 2026

Filings

4

Quarterly 13F history

Top-10 concentration

4.8%

Weight of largest holdings

Annualized return

1157.3%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q3 2025	$643.2M
Q4 2025	$1B
Q1 2026	$1.5B
Q2 2026	$4.3B

Top holdings

45 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	H HODL VANECK ETF TRUST	$2.5B	6.26M	59.07%	—
2	P PYPL PAYPAL HLDGS INC	$935.6M	13.37M	21.78%	Added(+2606.3%)
3	S SWK STANLEY BLACK & DECKER INC	$278.7M	2.42M	6.49%	Added(+2237.0%)
4	B BBAAY ALIBABA GROUP HLDG LTD	$171M	977.1K	3.98%	Added(+2342.8%)
5	V VFC V F CORP	$58.5M	3.90M	1.36%	Added(+29.9%)
6	P PYPL PAYPAL HLDGS INC	$29.5M	683.9K	0.69%	Added(+38.5%)
7	E ETHA ISHARES TR	$23M	2.3K	0.54%	Trimmed(-70.3%)
8	P PFE PFIZER INC	$21.1M	1.06M	0.49%	Added(+19.0%)
9	X XRAY DENTSPLY SIRONA INC	$17.2M	1.62M	0.40%	Added(+60.9%)
10	B BAX BAXTER INTL INC	$16.4M	820.7K	0.38%	Added(+8.9%)
11	H HRL HORMEL FOODS CORP	$14.1M	706.6K	0.33%	Added(+104.0%)
12	P PZZA PAPA JOHNS INTL INC	$13.7M	373.5K	0.32%	Added(+611.4%)
13	C CCI CROWN CASTLE INC	$13.2M	115.0K	0.31%	Unchanged
14	B BAX BAXTER INTL INC	$13M	609.7K	0.30%	Trimmed(-19.1%)
15	S SWK STANLEY BLACK & DECKER INC	$12.6M	134.2K	0.29%	Added(+29.4%)
16	A AAP ADVANCE AUTO PARTS INC	$11.8M	190.2K	0.28%	Trimmed(-7.1%)
17	D DGEAF DIAGEO PLC	$11.4M	142.1K	0.27%	Added(+54.3%)
18	H HRL HORMEL FOODS CORP	$10.9M	437.7K	0.25%	Added(+26.4%)
19	V VFC V F CORP	$10.4M	620.5K	0.24%	Trimmed(-79.3%)
20	? N/A QXO INC	$9M	520.9K	0.21%	Added(+65.1%)

H

VANECK ETF TRUST

Value

$2.5B

Shares

6.26M

% Port

59.07%

P

PAYPAL HLDGS INC

+2606.3%

Value

$935.6M

Shares

13.37M

% Port

21.78%

S

STANLEY BLACK & DECKER INC

+2237.0%

Value

$278.7M

Shares

2.42M

% Port

6.49%

B

ALIBABA GROUP HLDG LTD

+2342.8%

Value

$171M

Shares

977.1K

% Port

3.98%

V

V F CORP

+29.9%

Value

$58.5M

Shares

3.90M

% Port

1.36%

P

PAYPAL HLDGS INC

+38.5%

Value

$29.5M

Shares

683.9K

% Port

0.69%

E

ISHARES TR

-70.3%

Value

$23M

Shares

2.3K

% Port

0.54%

P

PFIZER INC

+19.0%

Value

$21.1M

Shares

1.06M

% Port

0.49%

X

DENTSPLY SIRONA INC

+60.9%

Value

$17.2M

Shares

1.62M

% Port

0.40%

B

10.BAX

BAXTER INTL INC

+8.9%

Value

$16.4M

Shares

820.7K

% Port

0.38%

H

11.HRL

HORMEL FOODS CORP

+104.0%

Value

$14.1M

Shares

706.6K

% Port

0.33%

P

PAPA JOHNS INTL INC

+611.4%

Value

$13.7M

Shares

373.5K

% Port

0.32%

C

13.CCI

CROWN CASTLE INC

Unchanged

Value

$13.2M

Shares

115.0K

% Port

0.31%

B

14.BAX

BAXTER INTL INC

-19.1%

Value

$13M

Shares

609.7K

% Port

0.30%

S

15.SWK

STANLEY BLACK & DECKER INC

+29.4%

Value

$12.6M

Shares

134.2K

% Port

0.29%

A

16.AAP

ADVANCE AUTO PARTS INC

-7.1%

Value

$11.8M

Shares

190.2K

% Port

0.28%

D

DIAGEO PLC

+54.3%

Value

$11.4M

Shares

142.1K

% Port

0.27%

H

18.HRL

HORMEL FOODS CORP

+26.4%

Value

$10.9M

Shares

437.7K

% Port

0.25%

V

19.VFC

V F CORP

-79.3%

Value

$10.4M

Shares

620.5K

% Port

0.24%

?

20.N/A

QXO INC

+65.1%

Value

$9M

Shares

520.9K

% Port

0.21%

View full portfolio (45 holdings) →

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