Great Hill Capital LLC
Net buyer this quarter
$4.29B
23
+$29.7M
3.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PYPL | $29.5M | 0.69% | 0.08% | +38.5% | Q3 2025 |
 XRAY | $17.2M | 0.40% | 0.81% | +60.9% | Q4 2025 |
 PZZA | $13.7M | 0.32% | 1.14% | +33.2% | Q4 2025 |
 BAX | $13M | 0.30% | 0.12% | +25.7% | Q3 2025 |
 SWK | $12.6M | 0.29% | 0.09% | +29.4% | Q3 2025 |
 AAP | $11.8M | 0.28% | 0.32% | +6.5% | Q3 2025 |
 DEO | $11.4M | 0.27% | 0.01% | +54.3% | Q3 2025 |
 HRL | $10.9M | 0.25% | Not reported | +26.4% | Q3 2025 |
 VFC | $10.4M | 0.24% | 0.16% | +19.9% | Q3 2025 |
 QXO | $9M | 0.21% | 0.07% | +65.1% | Q3 2025 |
 CPS | $8.92M | 0.21% | 1.86% | -0.6% | Q3 2025 |
 GXO | $7.57M | 0.18% | 0.13% | +66.3% | Q3 2025 |
 CCI | $7.44M | 0.17% | 0.02% | +6.0% | Q3 2025 |
 CRK | $6.77M | 0.16% | 0.15% | +112.4% | Q3 2025 |
 BABA | $6.39M | 0.15% | 0.00% | +194.5% | Q3 2025 |
 ETSY | $5.95M | 0.14% | 0.09% | -21.8% | Q3 2025 |
 EL | $4.92M | 0.11% | Not reported | +242.3% | Q3 2025 |
 NOV | $4.69M | 0.11% | 0.07% | -7.5% | Q3 2025 |
 BA | $3.86M | 0.09% | 0.00% | -9.1% | Q3 2025 |
 DIS | $2.13M | 0.05% | 0.00% | -5.5% | Q3 2025 |
 BIDU | $1.94M | 0.05% | Not reported | -7.1% | Q3 2025 |
 GOOS | $1.51M | 0.04% | Not reported | +20.2% | Q3 2025 |
 PFE | $303K | 0.01% | 0.00% | -14.9% | Q1 2026 |
| Q1 2026 | |||||
| PYPL | $22.3M | 1.45% | 0.06% | +190.0% | Q3 2025 |
| XRAY | $11.7M | 0.76% | 0.50% | +39.4% | Q4 2025 |
| AAP | $9.42M | 0.61% | 0.30% | +41.7% | Q3 2025 |
| CPS | $9.24M | 0.60% | 1.87% | -23.3% | Q3 2025 |
| PZZA | $9.09M | 0.59% | 0.85% | +84.7% | Q4 2025 |
| VFC | $8.79M | 0.57% | 0.13% | -9.0% | Q3 2025 |
| BAX | $8.15M | 0.53% | 0.09% | +40.8% | Q3 2025 |
| HRL | $7.84M | 0.51% | Not reported | +37.0% | Q3 2025 |
| CCI | $7.54M | 0.49% | 0.02% | +39.0% | Q3 2025 |
| SWK | $7.37M | 0.48% | 0.07% | -4.2% | Q3 2025 |
| DEO | $6.86M | 0.45% | 0.00% | +32.6% | Q3 2025 |
| QXO | $6.13M | 0.40% | 0.04% | -7.5% | Q3 2025 |
| NOV | $5.14M | 0.33% | 0.08% | -7.1% | Q3 2025 |
| ETSY | $5.05M | 0.33% | 0.11% | +30.0% | Q3 2025 |
| GXO | $4.65M | 0.30% | 0.08% | -11.2% | Q3 2025 |
 INTC | $4.51M | 0.29% | 0.00% | -55.1% | Q3 2025 |
| CRK | $4.5M | 0.29% | 0.07% | -8.5% | Q3 2025 |
| BA | $3.9M | 0.25% | 0.00% | -18.4% | Q3 2025 |
| BABA | $2.84M | 0.18% | 0.00% | +79.8% | Q3 2025 |
 GNRC | $2.79M | 0.18% | 0.02% | -4.4% | Q3 2025 |
| DIS | $2.26M | 0.15% | 0.00% | -20.6% | Q3 2025 |
| BIDU | $2.03M | 0.13% | Not reported | -2.4% | Q3 2025 |
| GOOS | $1.45M | 0.09% | Not reported | +64.0% | Q3 2025 |
| EL | $1.31M | 0.09% | Not reported | +8.3% | Q3 2025 |
| PFE | $415K | 0.03% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| CPS | $14.2M | 1.41% | 2.45% | -0.4% | Q3 2025 |
| VFC | $10.3M | 1.02% | 0.15% | +25.1% | Q3 2025 |
| PYPL | $9.94M | 0.99% | 0.02% | +63.3% | Q3 2025 |
| INTC | $8.4M | 0.84% | 0.00% | -26.3% | Q3 2025 |
| XRAY | $8.27M | 0.82% | 0.36% | New | Q4 2025 |
| SWK | $8.04M | 0.80% | 0.07% | +36.7% | Q3 2025 |
| BAX | $6.59M | 0.65% | 0.07% | +78.6% | Q3 2025 |
| QXO | $6.58M | 0.65% | 0.05% | +25.2% | Q3 2025 |
| DEO | $5.99M | 0.60% | 0.00% | +110.1% | Q3 2025 |
| HRL | $5.99M | 0.60% | Not reported | +70.5% | Q3 2025 |
| CCI | $5.93M | 0.59% | 0.02% | +106.8% | Q3 2025 |
| PZZA | $5.84M | 0.58% | 0.46% | New | Q4 2025 |
| CRK | $5.41M | 0.54% | 0.08% | +13.6% | Q3 2025 |
| GXO | $5.32M | 0.53% | 0.09% | +5.6% | Q3 2025 |
| BA | $5.22M | 0.52% | 0.00% | 0.0% | Q3 2025 |
| AAP | $4.95M | 0.49% | 0.21% | +21.6% | Q3 2025 |
| NOV | $4.6M | 0.46% | 0.08% | +22.7% | Q3 2025 |
| ETSY | $4.31M | 0.43% | 0.08% | +15.5% | Q3 2025 |
 ALB | $4.19M | 0.42% | 0.03% | -55.9% | Q3 2025 |
| DIS | $3.36M | 0.33% | 0.00% | +0.6% | Q3 2025 |
| BIDU | $2.44M | 0.24% | Not reported | -1.8% | Q3 2025 |
| GNRC | $2.04M | 0.20% | 0.03% | +3.1% | Q3 2025 |
| BABA | $1.84M | 0.18% | 0.00% | +1.8% | Q3 2025 |
| EL | $1.76M | 0.18% | Not reported | +16.4% | Q3 2025 |
| GOOS | $1.04M | 0.10% | Not reported | -2.6% | Q3 2025 |
| Q3 2025 | |||||
| CPS | $16M | 2.49% | 2.46% | New | Q3 2025 |
| INTC | $10.4M | 1.61% | 0.01% | New | Q3 2025 |
| PYPL | $6.99M | 1.09% | 0.01% | New | Q3 2025 |
| VFC | $6.56M | 1.02% | 0.12% | New | Q3 2025 |
| AAP | $6.36M | 0.99% | 0.17% | New | Q3 2025 |
| SWK | $5.88M | 0.91% | 0.05% | New | Q3 2025 |
| ALB | $5.45M | 0.85% | 0.06% | New | Q3 2025 |
| QXO | $5.2M | 0.81% | 0.04% | New | Q3 2025 |
| BA | $5.19M | 0.81% | 0.00% | New | Q3 2025 |
| GXO | $5.07M | 0.79% | 0.08% | New | Q3 2025 |
| ETSY | $4.47M | 0.69% | 0.07% | New | Q3 2025 |
| BAX | $4.39M | 0.68% | 0.04% | New | Q3 2025 |
| CRK | $4.08M | 0.63% | 0.07% | New | Q3 2025 |
| HRL | $3.67M | 0.57% | Not reported | New | Q3 2025 |
| DIS | $3.36M | 0.52% | 0.00% | New | Q3 2025 |
| NOV | $3.18M | 0.49% | 0.07% | New | Q3 2025 |
| DEO | $3.16M | 0.49% | 0.00% | New | Q3 2025 |
| CCI | $3.11M | 0.48% | 0.01% | New | Q3 2025 |
| BIDU | $2.51M | 0.39% | Not reported | New | Q3 2025 |
| GNRC | $2.42M | 0.38% | 0.02% | New | Q3 2025 |
| BABA | $2.21M | 0.34% | 0.00% | New | Q3 2025 |
| EL | $1.27M | 0.20% | Not reported | New | Q3 2025 |
| GOOS | $1.14M | 0.18% | Not reported | New | Q3 2025 |