Great Hill Capital LLC Top Holdings and 13F Report (2026) About Great Hill Capital LLCInvestment ActivityGreat Hill Capital LLC has $4.29 billion in total holdings as of June 30, 2026.Great Hill Capital LLC owns shares of 30 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 71.54% of the portfolio was purchased this quarter.About 13.18% of the portfolio was sold this quarter.This quarter, Great Hill Capital LLC has purchased 31 new stocks and bought additional shares in 15 stocks.Great Hill Capital LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings VanEck Semiconductor ETF $2,537,122,500PayPal $965,101,932Stanley Black & Decker $291,352,263Alibaba Group $177,382,944V.F. $68,818,874 Largest New Holdings this Quarter 92189F676 - VanEck Semiconductor ETF $2,537,122,500 Holding Largest Purchases this Quarter VanEck Semiconductor ETF 6,264,500 shares (about $2.54B)PayPal 4,601,645 shares (about $316.11M)Alibaba Group 981,070 shares (about $166.74M)V.F. 1,001,148 shares (about $15.25M)DENTSPLY SIRONA 614,111 shares (about $6.52M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 227,398 shares (about $520.61M)ETSY INC 299,042 shares (about $22.53M)Stanley Black & Decker 101,652 shares (about $11.58M)Advance Auto Parts 33,389 shares (about $1.81M)NOV 62,002 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Hill Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMHVanEck Semiconductor ETF$2,537,122,500$2,537,122,500 â–²New Holding6,264,50059.1%ManufacturingPYPLPayPal$965,101,932$316,107,361 â–²48.7%14,049,20322.5%Business ServicesSWKStanley Black & Decker$291,352,263$11,578,658 â–¼-3.8%2,557,8566.8%IndustrialsBABAAlibaba Group$177,382,944$166,741,643 â–²1,566.9%1,043,6814.1%Retail/WholesaleVFCV.F.$68,818,874$15,248,203 â–²28.5%4,518,4261.6%Consumer DiscretionaryBAXBaxter International$29,412,506$3,945,744 â–²15.5%1,430,3860.7%MedicalHRLHormel Foods$24,995,590$2,386,966 â–²10.6%1,144,2950.6%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$23,695,681$520,613,572 â–¼-95.6%10,3500.6%ETFPFEPfizer$21,410,734$3,337,997 â–²18.5%1,067,9720.5%MedicalCCICrown Castle$20,663,958$535,520 â–²2.7%213,2300.5%FinanceAAPAdvance Auto Parts$19,025,680$1,814,959 â–¼-8.7%350,0070.4%Retail/WholesaleXRAYDENTSPLY SIRONA$17,213,505$6,515,718 â–²60.9%1,622,3850.4%MedicalPZZAPapa John's International$16,095,580$3,516,017 â–²28.0%425,9860.4%Retail/WholesaleDEODiageo$11,424,249$4,021,894 â–²54.3%142,1280.3%Consumer StaplesQXO INC$9,000,772$3,547,809 â–²65.1%520,8780.2%COM NEWCPSCooper-Standard$8,919,413$50,881 â–¼-0.6%329,7380.2%Auto/Tires/TrucksGXOGXO Logistics$8,670,169$2,305,079 â–²36.2%149,5130.2%TransportationNOVNOV$8,167,774$1,186,775 â–¼-12.7%426,7180.2%EnergyDISWalt Disney$7,306,168$139,612 â–¼-1.9%67,1420.2%Consumer DiscretionaryCRKComstock Resources$6,772,621$3,584,202 â–²112.4%453,9290.2%EnergyETSY INC$5,945,948$22,526,836 â–¼-79.1%78,9320.1%COMELEstee Lauder Companies$5,047,533$3,435,047 â–²213.0%64,8500.1%Consumer StaplesBABoeing$3,859,227$386,832 â–¼-9.1%17,8280.1%AerospaceBIDUBaidu$1,935,501$148,577 â–¼-7.1%16,9350.0%Computer and TechnologyGOOSCanada Goose$1,509,456$253,518 â–²20.2%158,7230.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,019,460$59,576 â–¼-5.5%2,7550.0%ETFVXUSVanguard Total International Stock ETF$1,000,746$60,698 â–¼-5.7%11,7060.0%ETFVNQVanguard Real Estate ETF$924,185$53,036 â–¼-5.4%9,5840.0%ETFTIPiShares TIPS Bond ETF$652,969$10,943 â–¼-1.6%5,9670.0%ETFVWOVanguard FTSE Emerging Markets ETF$491,905$29,487 â–¼-5.7%8,2410.0%ETFINTCIntel$0$4,511,984 â–¼-100.0%00.0%Computer and TechnologyGNRCGenerac$0$2,786,773 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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