§ 13F · FUND PROFILE
Great Hill Capital LLC.
AUM · $4.3B (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2.5B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 6.26M | $2.5B | 59.1% | NEW |
| 2 | PYPL | PAYPAL HLDGS INC | 13.37M | $936M | 21.8% | +49% |
| 3 | SWK | STANLEY BLACK & DECKER INC | 2.42M | $279M | 6.5% | −4% |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 977K | $171M | 4.0% | +1567% |
| 5 | VFC | V F CORP | 3.90M | $58M | 1.4% | +28% |
| 6 | PYPL | PAYPAL HLDGS INC | 684K | $30M | 0.7% | — |
| 7 | TLT | ISHARES TR | 2K | $23M | 0.5% | — |
| 8 | PFE | PFIZER INC | 1.06M | $21M | 0.5% | +18% |
| 9 | XRAY | DENTSPLY SIRONA INC | 1.62M | $17M | 0.4% | +61% |
| 10 | BAX | BAXTER INTL INC | 821K | $16M | 0.4% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREAT SIGNAL
AC read
Great Hill Capital LLC is a Other fund managing $4.3 billion in assets. The fund runs a portfolio of 45 positions.
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