May Hill Capital, LLC

13F filer · CIK 0002056340

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$479MU.S. long equity reported on 13F

Positions19439 new · 12 closed

Net flow last quarter+$13.8MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026194 positions
KEYSKeysight Technologies, Inc.	$19.4M	4.06%	0.03%	+1.6%	Q4 2024
NVDANvidia Corp	$9.44M	1.97%	0.00%	+9.7%	Q4 2024
AAPLApple Inc.	$9.08M	1.90%	0.00%	+6.9%	Q4 2024
MSFTMicrosoft Corp	$5.87M	1.23%	0.00%	+11.6%	Q4 2024
AMZNAmazon Com Inc	$4.75M	0.99%	0.00%	+7.0%	Q4 2024
SHLDSears Holdings Corp	$4.16M	0.87%	0.06%	+26.4%	Q3 2025
GOOGLAlphabet Inc.	$3.82M	0.80%	0.00%	+7.6%	Q4 2024
GOOGAlphabet Inc.	$3.62M	0.76%	Not reported	+8.5%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.39M	0.71%	0.00%	+3.5%	Q4 2024
METAMeta Platforms, Inc.	$3.35M	0.70%	Not reported	+9.1%	Q4 2024
AVGOBroadcom Inc.	$3.23M	0.67%	0.00%	+7.0%	Q4 2024
THROTheron Resource Group	$2.51M	0.52%	0.74%	-39.7%	Q2 2025
TTMITTM Technologies Inc	$2.47M	0.52%	0.01%	-1.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.45M	0.51%	0.00%	+5.7%	Q4 2024
MUMicron Technology Inc	$2.37M	0.49%	0.00%	+45.2%	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.31M	0.48%	Not reported	+5.2%	Q4 2024
ASMLAsml Holding NV	$2.27M	0.47%	0.00%	+0.4%	Q4 2024
LRCXLam Research Corp	$2.25M	0.47%	0.00%	-2.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.19M	0.46%	Not reported	-0.3%	Q4 2024
BABoeing Co	$2.18M	0.45%	0.00%	-3.0%	Q4 2024
LLYELI LILLY & Co	$2.11M	0.44%	0.00%	+18.1%	Q4 2024
TSLATesla, Inc.	$1.85M	0.39%	0.00%	+25.0%	Q4 2024
HAEHaemonetics Corp	$1.68M	0.35%	0.05%	+0.2%	Q4 2024
BSXBoston Scientific Corp	$1.57M	0.33%	0.00%	+0.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.43M	0.30%	0.00%	+35.1%	Q4 2024
NVSNovartis AG	$1.42M	0.30%	0.00%	+0.7%	Q4 2024
JNJJohnson & Johnson	$1.37M	0.29%	0.00%	+4.8%	Q4 2024
GSGoldman Sachs Group Inc	$1.32M	0.28%	0.00%	+7.1%	Q4 2024
HSBCHSBC Holdings PLC	$1.29M	0.27%	0.00%	+9.8%	Q4 2024
SHELShell plc	$1.24M	0.26%	0.00%	-0.9%	Q4 2024
VVisa Inc.	$1.23M	0.26%	0.00%	+12.3%	Q4 2024
WMTWalmart Inc.	$1.15M	0.24%	0.00%	-2.9%	Q4 2024
IAUIshares Gold Trust	$1.12M	0.23%	0.00%	+5.0%	Q1 2025
CATCaterpillar Inc	$1.11M	0.23%	0.00%	+7.7%	Q4 2024
CSCOCisco Systems, Inc.	$1.08M	0.23%	0.00%	+5.4%	Q4 2024
INTCIntel Corp	$1.06M	0.22%	0.00%	+28.1%	Q1 2026
ABBVAbbVie Inc.	$1.03M	0.22%	0.00%	+6.9%	Q4 2024
XOMExxonMobil Holdings Corp	$1.03M	0.22%	0.00%	-0.8%	Q4 2024
BABAAlibaba Group Holding Ltd	$1M	0.21%	0.00%	+0.8%	Q1 2025
NFLXNetflix Inc	$997K	0.21%	0.00%	-7.3%	Q4 2024
COSTCostco Wholesale Corp	$992K	0.21%	0.00%	-8.1%	Q4 2024
BHPBHP Group Ltd	$943K	0.20%	0.00%	+35.1%	Q3 2025
MRKMerck & Co., Inc.	$938K	0.20%	0.00%	-0.1%	Q4 2024
AMATApplied Materials Inc	$936K	0.20%	0.00%	+2.9%	Q4 2025
SMHMarket Vectors ETF Trust	$930K	0.19%	Not reported	+0.8%	Q2 2025
MAMastercard Inc	$924K	0.19%	0.00%	+14.7%	Q4 2024
DFAXGulf Resources, Inc.	$899K	0.19%	Not reported	+1.4%	Q1 2026
BACBank of America Corp	$884K	0.18%	0.00%	+24.6%	Q4 2024
GLWCorning Inc	$881K	0.18%	0.00%	+16.8%	Q1 2026
CCitigroup Inc	$878K	0.18%	0.00%	+2.9%	Q4 2024

Q1 2026Reported May 6, 2026167 positions
KEYSKeysight Technologies, Inc.	$15.4M	3.88%	0.03%	+0.2%	Q4 2024
NVDANvidia Corp	$7.5M	1.88%	0.00%	+9.3%	Q4 2024
AAPLApple Inc.	$7.45M	1.87%	0.00%	+8.5%	Q4 2024
MSFTMicrosoft Corp	$5.22M	1.31%	0.00%	-0.3%	Q4 2024
SHLDSears Holdings Corp	$3.91M	0.98%	0.05%	+129.7%	Q3 2025
AMZNAmazon Com Inc	$3.88M	0.97%	0.00%	+11.4%	Q4 2024
THROTheron Resource Group	$3.5M	0.88%	1.22%	+13.1%	Q2 2025
METAMeta Platforms, Inc.	$3.12M	0.78%	Not reported	+1.5%	Q4 2024
GOOGLAlphabet Inc.	$2.86M	0.72%	0.00%	+5.4%	Q4 2024
GOOGAlphabet Inc.	$2.71M	0.68%	Not reported	+6.9%	Q4 2024
AVGOBroadcom Inc.	$2.47M	0.62%	0.00%	+5.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.32M	0.58%	0.00%	-4.8%	Q4 2024
BSXBoston Scientific Corp	$2.3M	0.58%	0.00%	+1.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.1M	0.53%	Not reported	+38.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.09M	0.52%	0.00%	+22.1%	Q4 2024
BABoeing Co	$2.06M	0.52%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.91M	0.48%	Not reported	0.0%	Q4 2024
ASMLAsml Holding NV	$1.5M	0.38%	0.00%	+8.6%	Q4 2024
SHELShell plc	$1.5M	0.38%	0.00%	+16.7%	Q4 2024
NFLXNetflix Inc	$1.45M	0.36%	0.00%	+5.6%	Q4 2024
NVSNovartis AG	$1.38M	0.35%	0.00%	+18.4%	Q4 2024
LLYELI LILLY & Co	$1.37M	0.34%	0.00%	-6.1%	Q4 2024
TSLATesla, Inc.	$1.31M	0.33%	0.00%	-3.3%	Q4 2024
WMTWalmart Inc.	$1.3M	0.33%	0.00%	+10.2%	Q4 2024
TTMITTM Technologies Inc	$1.3M	0.33%	0.01%	-16.3%	Q4 2024
BABAAlibaba Group Holding Ltd	$1.3M	0.33%	0.00%	+34.5%	Q1 2025
XOMExxonMobil Holdings Corp	$1.29M	0.32%	0.00%	+17.1%	Q4 2024
HOLXHologic Inc	$1.29M	0.32%	0.01%	0.0%	Q4 2024
HAEHaemonetics Corp	$1.26M	0.32%	0.05%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.26M	0.32%	0.00%	+44.8%	Q4 2024
IAUIshares Gold Trust	$1.24M	0.31%	0.00%	-54.5%	Q1 2025
COSTCostco Wholesale Corp	$1.15M	0.29%	0.00%	+21.6%	Q4 2024
LRCXLam Research Corp	$1.14M	0.29%	0.00%	-15.7%	Q4 2024
GSGoldman Sachs Group Inc	$1.03M	0.26%	0.00%	+1.4%	Q4 2024
HSBCHSBC Holdings PLC	$1.02M	0.26%	0.00%	+5.8%	Q4 2024
SAPSap SE	$997K	0.25%	0.00%	+73.5%	Q4 2024
VVisa Inc.	$963K	0.24%	0.00%	+6.1%	Q4 2024
MRKMerck & Co., Inc.	$879K	0.22%	0.00%	+35.1%	Q4 2024
CRWVCoreWeave, Inc.	$859K	0.22%	Not reported	+1.2%	Q4 2025
ABBVAbbVie Inc.	$833K	0.21%	0.00%	+15.9%	Q4 2024
DFAXGulf Resources, Inc.	$818K	0.21%	Not reported	New	Q1 2026
RTXRTX Corp	$810K	0.20%	0.00%	+35.4%	Q4 2024
GMGeneral Motors Co	$789K	0.20%	0.00%	+0.3%	Q4 2024
MAMastercard Inc	$784K	0.20%	0.00%	-1.3%	Q4 2024
ETNEaton Corp plc	$701K	0.18%	0.00%	+89.8%	Q4 2024
CCitigroup Inc	$692K	0.17%	0.00%	+5.3%	Q4 2024
CATCaterpillar Inc	$685K	0.17%	0.00%	+6.0%	Q4 2024
CSCOCisco Systems, Inc.	$678K	0.17%	0.00%	+8.2%	Q4 2024
BTIBritish American Tobacco p.l.c.	$664K	0.17%	0.00%	+10.4%	Q1 2025
SONYSony Group Corp	$650K	0.16%	0.00%	+42.0%	Q4 2024

Q4 2025Reported May 7, 2026146 positions
KEYSKeysight Technologies, Inc.	$11.1M	2.99%	0.03%	0.0%	Q4 2024
AAPLApple Inc.	$7.35M	1.98%	0.00%	+4.7%	Q4 2024
NVDANvidia Corp	$7.34M	1.98%	0.00%	+3.3%	Q4 2024
MSFTMicrosoft Corp	$6.84M	1.84%	0.00%	+9.7%	Q4 2024
AMZNAmazon Com Inc	$3.86M	1.04%	0.00%	+3.0%	Q4 2024
METAMeta Platforms, Inc.	$3.55M	0.96%	Not reported	-1.3%	Q4 2024
BSXBoston Scientific Corp	$3.46M	0.93%	0.00%	-0.4%	Q4 2024
THROTheron Resource Group	$3.29M	0.89%	1.08%	+23.3%	Q2 2025
GOOGLAlphabet Inc.	$2.95M	0.80%	0.00%	+5.8%	Q4 2024
GOOGAlphabet Inc.	$2.77M	0.75%	Not reported	+3.7%	Q4 2024
AVGOBroadcom Inc.	$2.63M	0.71%	0.00%	+5.9%	Q4 2024
IAUIshares Gold Trust	$2.51M	0.68%	0.00%	+15.5%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.19M	0.59%	0.00%	+4.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2M	0.54%	Not reported	+2.2%	Q4 2024
JPMJPMorgan Chase & Co	$1.87M	0.50%	0.00%	+2.2%	Q4 2024
HAEHaemonetics Corp	$1.79M	0.48%	0.05%	Not reported	Q4 2024
LLYELI LILLY & Co	$1.7M	0.46%	0.00%	+15.8%	Q4 2024
TSLATesla, Inc.	$1.63M	0.44%	0.00%	+22.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.59M	0.43%	Not reported	+7.3%	Q4 2024
SHLDSears Holdings Corp	$1.55M	0.42%	0.02%	+113.5%	Q3 2025
NFLXNetflix Inc	$1.34M	0.36%	0.00%	-1.1%	Q4 2024
HOLXHologic Inc	$1.27M	0.34%	0.01%	+0.1%	Q4 2024
BABAAlibaba Group Holding Ltd	$1.13M	0.30%	0.00%	+3.4%	Q1 2025
ASMLAsml Holding NV	$1.12M	0.30%	0.00%	+12.7%	Q4 2024
AZNAstrazeneca PLC	$1.1M	0.30%	Not reported	+22.0%	Q4 2024
TTMITTM Technologies Inc	$1.1M	0.30%	0.02%	-10.4%	Q4 2024
LRCXLam Research Corp	$1.08M	0.29%	0.00%	-16.4%	Q4 2024
WMTWalmart Inc.	$1.06M	0.29%	0.00%	-0.4%	Q4 2024
GSGoldman Sachs Group Inc	$1.06M	0.28%	0.00%	+0.7%	Q4 2024
VVisa Inc.	$1.05M	0.28%	0.00%	+6.2%	Q4 2024
NVSNovartis AG	$1.05M	0.28%	0.00%	+1.5%	Q4 2024
SHELShell plc	$1.01M	0.27%	0.00%	+5.4%	Q4 2024
HSBCHSBC Holdings PLC	$921K	0.25%	0.00%	+2.9%	Q4 2024
MAMastercard Inc	$908K	0.24%	0.00%	+2.3%	Q4 2024
GMGeneral Motors Co	$858K	0.23%	0.00%	+1.2%	Q4 2024
HDBHDFC Bank Ltd	$838K	0.23%	0.00%	+14.7%	Q1 2025
COSTCostco Wholesale Corp	$818K	0.22%	0.00%	-7.7%	Q4 2024
SAPSap SE	$815K	0.22%	0.00%	-1.4%	Q4 2024
CRWVCoreWeave, Inc.	$784K	0.21%	Not reported	New	Q4 2025
XOMExxonMobil Holdings Corp	$780K	0.21%	0.00%	+8.6%	Q4 2024
ABBVAbbVie Inc.	$755K	0.20%	0.00%	+3.6%	Q4 2024
JNJJohnson & Johnson	$736K	0.20%	0.00%	+6.5%	Q4 2024
CCitigroup Inc	$676K	0.18%	0.00%	+2.6%	Q4 2024
BACBank of America Corp	$660K	0.18%	0.00%	+4.9%	Q4 2024
ULUnilever PLC	$635K	0.17%	0.00%	-4.1%	Q4 2024
BKNGBooking Holdings Inc.	$627K	0.17%	0.00%	+1.7%	Q4 2024
CSCOCisco Systems, Inc.	$622K	0.17%	0.00%	+8.5%	Q4 2024
PLTRPalantir Technologies Inc.	$621K	0.17%	0.00%	+4.1%	Q2 2025
NVONovo Nordisk A S	$616K	0.17%	Not reported	+44.1%	Q4 2024
VNOVornado Realty Trust	$615K	0.17%	0.01%	-29.0%	Q4 2024

Q3 2025Reported Nov 7, 2025143 positions
KEYSKeysight Technologies, Inc.	$9.55M	2.80%	0.03%	+782.9%	Q4 2024
NVDANvidia Corp	$7.11M	2.08%	0.00%	+7.2%	Q4 2024
MSFTMicrosoft Corp	$6.68M	1.96%	0.00%	+10.5%	Q4 2024
AAPLApple Inc.	$6.58M	1.93%	0.00%	+12.0%	Q4 2024
METAMeta Platforms, Inc.	$4M	1.17%	Not reported	+3.0%	Q4 2024
AMZNAmazon Com Inc	$3.56M	1.04%	0.00%	+16.9%	Q4 2024
BSXBoston Scientific Corp	$3.56M	1.04%	0.00%	-40.0%	Q4 2024
THROTheron Resource Group	$2.62M	0.77%	0.88%	+40.0%	Q2 2025
AVGOBroadcom Inc.	$2.37M	0.69%	0.00%	+6.8%	Q4 2024
GOOGLAlphabet Inc.	$2.17M	0.63%	0.00%	+13.9%	Q4 2024
GOOGAlphabet Inc.	$2.08M	0.61%	Not reported	+18.7%	Q4 2024
IAUIshares Gold Trust	$1.95M	0.57%	0.00%	+87.9%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.92M	0.56%	0.00%	+3.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.91M	0.56%	Not reported	+6.1%	Q4 2024
JPMJPMorgan Chase & Co	$1.79M	0.53%	0.00%	+2.9%	Q4 2024
NFLXNetflix Inc	$1.73M	0.51%	0.00%	-1.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.48M	0.44%	Not reported	+0.8%	Q4 2024
BABAAlibaba Group Holding Ltd	$1.33M	0.39%	0.00%	+57.4%	Q1 2025
TSLATesla, Inc.	$1.32M	0.39%	0.00%	+13.7%	Q4 2024
HOLXHologic Inc	$1.15M	0.34%	0.01%	+10.4%	Q4 2024
HAEHaemonetics Corp	$1.09M	0.32%	0.05%	+24.7%	Q4 2024
VNOVornado Realty Trust	$1.05M	0.31%	0.01%	-7.3%	Q4 2024
LLYELI LILLY & Co	$1.04M	0.31%	0.00%	+8.6%	Q4 2024
TTMITTM Technologies Inc	$1.03M	0.30%	0.02%	-26.8%	Q4 2024
LRCXLam Research Corp	$1.01M	0.30%	0.00%	-11.9%	Q4 2024
WMTWalmart Inc.	$983K	0.29%	0.00%	+7.4%	Q4 2024
VVisa Inc.	$965K	0.28%	0.00%	-0.7%	Q4 2024
NVSNovartis AG	$962K	0.28%	0.00%	+19.6%	Q4 2024
COSTCostco Wholesale Corp	$951K	0.28%	0.00%	+16.2%	Q4 2024
GSGoldman Sachs Group Inc	$950K	0.28%	0.00%	-1.7%	Q4 2024
SHELShell plc	$936K	0.27%	0.00%	+11.7%	Q4 2024
SAPSap SE	$909K	0.27%	0.00%	-6.1%	Q4 2024
ASMLAsml Holding NV	$896K	0.26%	0.00%	+17.8%	Q4 2024
MAMastercard Inc	$884K	0.26%	0.00%	+17.6%	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$879K	0.26%	Not reported	-32.7%	Q4 2024
ORCLOracle Corp	$855K	0.25%	0.00%	+1.3%	Q4 2024
HSBCHSBC Holdings PLC	$808K	0.24%	0.00%	+3.1%	Q4 2024
SHLDSears Holdings Corp	$789K	0.23%	0.01%	New	Q3 2025
AZNAstrazeneca PLC	$754K	0.22%	Not reported	+6.9%	Q4 2024
ABBVAbbVie Inc.	$739K	0.22%	0.00%	+7.3%	Q4 2024
HDBHDFC Bank Ltd	$683K	0.20%	0.00%	+10.5%	Q1 2025
ULUnilever PLC	$676K	0.20%	0.00%	+9.9%	Q4 2024
XOMExxonMobil Holdings Corp	$673K	0.20%	0.00%	+1.2%	Q4 2024
HDHome Depot, Inc.	$656K	0.19%	0.00%	+8.9%	Q4 2024
SONYSony Group Corp	$650K	0.19%	0.00%	+5.8%	Q4 2024
GMGeneral Motors Co	$636K	0.19%	0.00%	+0.3%	Q4 2024
BKNGBooking Holdings Inc.	$621K	0.18%	0.00%	+1.8%	Q4 2024
JNJJohnson & Johnson	$619K	0.18%	0.00%	+32.3%	Q4 2024
LOWLowes Companies Inc	$618K	0.18%	0.00%	+51.5%	Q4 2024
PLTRPalantir Technologies Inc.	$612K	0.18%	0.00%	-13.9%	Q2 2025

Premium opens every quarter this fund has filed