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Lexington Hill Partners, LLC

13F filer · CIK 0002111980
Reported Jul 8, 2026
Net buyer this quarter
13F portfolio value$206MU.S. long equity reported on 13F
Positions5213 new · 6 closed
Net flow last quarter+$2.81MBuys minus sells
Top 10 positions weight16.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 8, 202652 positions
SPYSPDR S&P 500 ETF Trust$8.73M4.23%Not reported-9.2%Q4 2025
AAPLApple Inc.$6.57M3.19%0.00%+3.7%Q4 2025
KOCoca Cola Co$5.37M2.60%0.00%+2.4%Q1 2026
BRK.BBerkshire Hathaway Inc$3.19M1.55%Not reported+2.3%Q4 2025
AMZNAmazon Com Inc$2.98M1.44%0.00%+19.6%Q4 2025
NVDANvidia Corp$1.77M0.86%0.00%+26.9%Q4 2025
GLDSPDR Gold Trust$1.63M0.79%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$1.48M0.72%Not reported+49.3%Q4 2025
GSGoldman Sachs Group Inc$1.33M0.65%0.00%+1.1%Q4 2025
JPMJPMorgan Chase & Co$1.15M0.56%0.00%+15.9%Q4 2025
MSFTMicrosoft Corp$1.11M0.54%0.00%-8.2%Q4 2025
WTMWhite Mountains Insurance Group Ltd$1.08M0.52%0.02%Not reportedQ1 2026
PLTRPalantir Technologies Inc.$1.07M0.52%0.00%-0.1%Q4 2025
FHNFirst Horizon Corp$1.06M0.52%0.01%NewQ2 2026
GOOGLAlphabet Inc.$991K0.48%0.00%+172.6%Q1 2026
BRK.ABerkshire Hathaway Inc$749K0.36%Not reportedNot reportedQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$697K0.34%Not reported+1.5%Q4 2025
LLYELI LILLY & Co$660K0.32%0.00%-2.8%Q4 2025
AVGOBroadcom Inc.$626K0.30%0.00%+18.9%Q1 2026
BACBank of America Corp$608K0.29%0.00%+58.1%Q4 2025
RTXRTX Corp$522K0.25%0.00%+23.6%Q4 2025
LMTLockheed Martin Corp$512K0.25%0.00%+2.0%Q4 2025
CATCaterpillar Inc$479K0.23%0.00%-32.7%Q4 2025
WFCWells Fargo & Company$458K0.22%0.00%-6.9%Q4 2025
PEPPepsico Inc$423K0.21%0.00%-2.4%Q4 2025
ORCLOracle Corp$416K0.20%0.00%NewQ2 2026
HTHHilltop Holdings Inc.$409K0.20%0.02%+0.5%Q4 2025
VVisa Inc.$401K0.19%0.00%NewQ2 2026
PBProsperity Bancshares Inc$386K0.19%0.01%+25.1%Q1 2026
CSCOCisco Systems, Inc.$380K0.18%0.00%NewQ2 2026
BUSEFirst Busey Corp$335K0.16%0.01%NewQ2 2026
HDHome Depot, Inc.$331K0.16%0.00%+10.1%Q4 2025
ABBVAbbVie Inc.$324K0.16%0.00%+8.7%Q4 2025
JNJJohnson & Johnson$314K0.15%0.00%+12.0%Q1 2026
BABoeing Co$309K0.15%0.00%-6.0%Q4 2025
MRKMerck & Co., Inc.$299K0.15%0.00%NewQ2 2026
QCOMQualcomm Inc$288K0.14%0.00%NewQ2 2026
RSGRepublic Services, Inc.$271K0.13%0.00%+0.9%Q1 2026
CDNSCadence Design Systems Inc$265K0.13%0.00%NewQ2 2026
NVSNovartis AG$262K0.13%0.00%-8.0%Q1 2026
METAMeta Platforms, Inc.$240K0.12%Not reported+0.5%Q1 2026
ORLYO Reilly Automotive Inc$234K0.11%0.00%NewQ2 2026
GHCGraham Holdings Co$229K0.11%Not reportedNot reportedQ1 2026
EPDEnterprise Products Partners L.P.$228K0.11%0.00%Not reportedQ1 2026
TMOThermo Fisher Scientific Inc.$223K0.11%0.00%NewQ2 2026
TFCTruist Financial Corp$217K0.11%0.00%-13.2%Q4 2025
CVXChevron Corp$214K0.10%0.00%NewQ2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$211K0.10%Not reportedNot reportedQ4 2025
WMTWalmart Inc.$209K0.10%0.00%-36.5%Q4 2025
GENIGenius Sports Ltd$63.9K0.03%0.11%NewQ2 2026
Q1 2026Reported Apr 16, 202645 positions
SPYSPDR S&P 500 ETF Trust$8.37M4.74%Not reported+9.2%Q4 2025
AAPLApple Inc.$5.56M3.15%0.00%+11.7%Q4 2025
KOCoca Cola Co$4.9M2.78%0.00%NewQ1 2026
BRK.BBerkshire Hathaway Inc$2.99M1.69%Not reported+70.1%Q4 2025
XOMExxonMobil Holdings Corp$2.54M1.44%0.00%+4.8%Q4 2025
AMZNAmazon Com Inc$2.17M1.23%0.00%+19.7%Q4 2025
GLDSPDR Gold Trust$1.9M1.08%0.00%Not reportedQ4 2025
PLTRPalantir Technologies Inc.$1.34M0.76%0.00%+2.0%Q4 2025
NVDANvidia Corp$1.21M0.69%0.00%+148.5%Q4 2025
MSFTMicrosoft Corp$1.2M0.68%0.00%+62.6%Q4 2025
WTMWhite Mountains Insurance Group Ltd$1.14M0.65%0.02%NewQ1 2026
GSGoldman Sachs Group Inc$1.1M0.62%0.00%+5.6%Q4 2025
JPMJPMorgan Chase & Co$894K0.51%0.00%+12.7%Q4 2025
GOOGAlphabet Inc.$805K0.46%Not reported+84.8%Q4 2025
BRK.ABerkshire Hathaway Inc$718K0.41%Not reportedNot reportedQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$645K0.37%Not reportedNot reportedQ4 2025
LMTLockheed Martin Corp$594K0.34%0.00%+2.2%Q4 2025
LLYELI LILLY & Co$521K0.29%0.00%+35.7%Q4 2025
PEPPepsico Inc$497K0.28%0.00%+9.5%Q4 2025
CATCaterpillar Inc$474K0.27%0.00%+15.3%Q4 2025
WFCWells Fargo & Company$474K0.27%0.00%+2.9%Q4 2025
AVGOBroadcom Inc.$432K0.24%0.00%NewQ1 2026
RTXRTX Corp$429K0.24%0.00%+32.2%Q4 2025
HTHHilltop Holdings Inc.$375K0.21%0.02%+0.5%Q4 2025
WMTWalmart Inc.$361K0.20%0.00%+44.6%Q4 2025
BACBank of America Corp$329K0.19%0.00%+46.0%Q4 2025
MAMastercard Inc$314K0.18%0.00%+56.6%Q4 2025
BABoeing Co$302K0.17%0.00%+6.4%Q4 2025
GOOGLAlphabet Inc.$293K0.17%0.00%NewQ1 2026
PBProsperity Bancshares Inc$284K0.16%0.00%NewQ1 2026
HDHome Depot, Inc.$281K0.16%0.00%+7.3%Q4 2025
NVSNovartis AG$277K0.16%0.00%NewQ1 2026
RSGRepublic Services, Inc.$276K0.16%0.00%NewQ1 2026
JNJJohnson & Johnson$270K0.15%0.00%NewQ1 2026
NFLXNetflix Inc$269K0.15%0.00%NewQ1 2026
FDXFedex Corp$267K0.15%0.00%+1.9%Q4 2025
ABBVAbbVie Inc.$258K0.15%0.00%+16.8%Q4 2025
METAMeta Platforms, Inc.$243K0.14%Not reportedNewQ1 2026
CHICalamos Convertible Opportunities & Income Fund$242K0.14%Not reported+2.5%Q4 2025
EPDEnterprise Products Partners L.P.$235K0.13%0.00%NewQ1 2026
TFCTruist Financial Corp$231K0.13%0.00%+1.4%Q4 2025
TSNTyson Foods, Inc.$218K0.12%Not reportedNewQ1 2026
GHCGraham Holdings Co$213K0.12%Not reportedNewQ1 2026
KOSKosmos Energy Ltd.$55.6K0.03%0.00%Not reportedQ4 2025
BLNDBlend Labs, Inc.$23.3K0.01%0.01%Not reportedQ4 2025
Q4 2025Reported Feb 19, 202633 positions
SPYSPDR S&P 500 ETF Trust$8.04M6.04%Not reportedNewQ4 2025
AAPLApple Inc.$5.33M4.01%0.00%NewQ4 2025
AMZNAmazon Com Inc$2.01M1.51%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$1.84M1.39%Not reportedNewQ4 2025
GLDSPDR Gold Trust$1.75M1.32%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$1.72M1.29%0.00%NewQ4 2025
PLTRPalantir Technologies Inc.$1.6M1.20%0.00%NewQ4 2025
GSGoldman Sachs Group Inc$1.09M0.82%0.00%NewQ4 2025
MSFTMicrosoft Corp$961K0.72%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$869K0.65%0.00%NewQ4 2025
BRK.ABerkshire Hathaway Inc$755K0.57%Not reportedNewQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$637K0.48%Not reportedNewQ4 2025
WFCWells Fargo & Company$539K0.41%0.00%NewQ4 2025
NVDANvidia Corp$522K0.39%0.00%NewQ4 2025
GOOGAlphabet Inc.$477K0.36%Not reportedNewQ4 2025
LMTLockheed Martin Corp$466K0.35%0.00%NewQ4 2025
LLYELI LILLY & Co$448K0.34%0.00%NewQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$438K0.33%Not reportedNewQ4 2025
PEPPepsico Inc$420K0.32%0.00%NewQ4 2025
HTHHilltop Holdings Inc.$354K0.27%0.02%NewQ4 2025
CATCaterpillar Inc$332K0.25%0.00%NewQ4 2025
BABoeing Co$310K0.23%0.00%NewQ4 2025
RTXRTX Corp$309K0.23%0.00%NewQ4 2025
HDHome Depot, Inc.$273K0.21%0.00%NewQ4 2025
BACBank of America Corp$254K0.19%0.00%NewQ4 2025
TFCTruist Financial Corp$244K0.18%0.00%NewQ4 2025
ABBVAbbVie Inc.$232K0.17%0.00%NewQ4 2025
CHICalamos Convertible Opportunities & Income Fund$230K0.17%Not reportedNewQ4 2025
MAMastercard Inc$229K0.17%0.00%NewQ4 2025
WMTWalmart Inc.$224K0.17%0.00%NewQ4 2025
FDXFedex Corp$213K0.16%0.00%NewQ4 2025
BLNDBlend Labs, Inc.$41.6K0.03%0.01%NewQ4 2025
KOSKosmos Energy Ltd.$18.1K0.01%0.00%NewQ4 2025
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