Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PYPLPaypal Hldgs Inc | $29.5M | 14.3% | +38.5% |
| XRAYDentsply Sirona Inc | $17.2M | 8.3% | +60.9% |
| PZZAPapa Johns Intl Inc | $13.7M | 6.6% | +33.2% |
| BAXBaxter Intl Inc | $13.0M | 6.3% | +25.7% |
| SWKStanley Black & Decker Inc | $12.6M | 6.1% | +29.4% |
| AAPAdvance Auto Parts Inc | $11.8M | 5.7% | +6.5% |
| DEODiageo PLC | $11.4M | 5.5% | +54.3% |
| HRLHormel Foods Corp | $10.9M | 5.3% | +26.4% |
| VFCV F Corp | $10.4M | 5.0% | +19.9% |
| QXOQxo Inc | $9.0M | 4.4% | +65.1% |
| CPSCooper-standard Holdings Inc | $8.9M | 4.3% | |
| GXOGxo Logistics Incorporated | $7.6M | 3.7% | +66.3% |
| CCICrown Castle Inc | $7.4M | 3.6% | +6.0% |
| CRKComstock Res Inc | $6.8M | 3.3% | +112.4% |
| BABAAlibaba Group Hldg Ltd | $6.4M | 3.1% | +194.5% |
| ETSYEtsy Inc | $5.9M | 2.9% | −21.8% |
| ELLauder Estee Cos Inc | $4.9M | 2.4% | +242.3% |
| NOVNov Inc | $4.7M | 2.3% | −7.5% |
| BABoeing Co | $3.9M | 1.9% | −9.1% |
| DISDisney Walt Co | $2.1M | 1.0% | −5.5% |
| BIDUBaidu Inc | $1.9M | 0.9% | −7.1% |
| GOOSCanada Goose Hldgs Inc | $1.5M | 0.7% | +20.2% |
| VTIVanguard Index Fds | $1.0M | 0.5% | −5.5% |
| VXUSVanguard Star Fds | $1.0M | 0.5% | −5.7% |
| VNQVanguard Index Fds | $924K | 0.4% | −5.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NOVNov Inc | September 30, 2025 | +40.0% | $4.7M |
| SWKStanley Black & Decker Inc | September 30, 2025 | +26.6% | $12.6M |
| VXUSVanguard Star Fds | September 30, 2025 | +16.4% | $1.0M |
| VFCV F Corp | September 30, 2025 | +15.6% | $10.4M |
| ETSYEtsy Inc | September 30, 2025 | +13.5% | $5.9M |
| VTIVanguard Index Fds | September 30, 2025 | +12.8% | $1.0M |
| VWOVanguard Intl Equity Index F | September 30, 2025 | +10.2% | $492K |
| VNQVanguard Index Fds | September 30, 2025 | +5.5% | $924K |
| AAPAdvance Auto Parts Inc | September 30, 2025 | +1.3% | $11.8M |
| HRLHormel Foods Corp | September 30, 2025 | +0.3% | $10.9M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.9% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Great Hill Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2096165&type=13F-HR&dateb=&owner=include&count=40CIK 2096165
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2096165/000208585326000860/Filed July 27, 2026 · accession 0002085853-26-000860