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May Hill Capital, LLC
Updated 2 days agoManaged by May Hill Capital, Llc • Latest filing Q3 2026
Portfolio value
$510M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $341.2M |
| Q4 2025 | $764.7M |
| Q1 2026 | $398.2M |
| Q2 2026 | $478.7M |
| Q3 2026 | $510M |
Top holdings
268 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $78M | 101.9K | 15.29% | — | |
| 2 | $33.8M | 81.2K | 6.63% | — | |
| 3 | $20.3M | 55.7K | 3.98% | — | |
| 4 | $15M | 105.4K | 2.94% | — | |
| 5 | $14.3M | 147.5K | 2.80% | — | |
| 6 | $13.6M | 134.1K | 2.66% | — | |
| 7 | $13.4M | 164.9K | 2.62% | — | |
| 8 | $12.9M | 179.1K | 2.53% | — | |
| 9 | $11.8M | 51.6K | 2.31% | — | |
| 10 | $11.6M | 50.6K | 2.27% | — | |
| 11 | $11.4M | 164.0K | 2.23% | — | |
| 12 | $11.3M | 33.8K | 2.21% | — | |
| 13 | $10.5M | 77.3K | 2.06% | — | |
| 14 | $8.8M | 17.1K | 1.72% | — | |
| 15 | ? N/A BLACKROCK ETF TRUST II | $8.1M | 169.6K | 1.59% | — |
| 16 | $6M | 21.1K | 1.18% | — | |
| 17 | $5.7M | 59.9K | 1.11% | — | |
| 18 | $5.5M | 70.4K | 1.08% | — | |
| 19 | $5.5M | 22.0K | 1.07% | — | |
| 20 | $5.2M | 23.5K | 1.01% | — |