StockDriftsStockDriftsTop 29 Great Hill Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | 14.28% | 683.9K | $29.5M | +38.48%(+190.04K) | $53.55(+10.57%) | 2026-06-30 | |
| XRAY | DENTSPLY SIRONA INC | 8.33% | 1.62M | $17.2M | +60.91%(+614.11K) | $11.53(+1.98%) | 2026-06-30 | |
| PZZA | PAPA JOHNS INTL INC | 6.64% | 373.5K | $13.7M | +33.18%(+93.06K) | $38.43(-38.14%) | 2026-06-30 | |
| BAX | BAXTER INTL INC | 6.29% | 609.7K | $13.0M | +25.68%(+124.59K) | $21.53(+28.19%) | 2026-06-30 | |
| SWK | STANLEY BLACK & DECKER INC | 6.11% | 134.2K | $12.6M | +29.36%(+30.45K) | $73.93(+40.61%) | 2026-06-30 | |
| AAP | ADVANCE AUTO PARTS INC | 5.72% | 190.2K | $11.8M | +6.50%(+11.61K) | $51.50(+7.74%) | 2026-06-30 | |
| DEO | DIAGEO PLC | 5.53% | 142.1K | $11.4M | +54.33%(+50.04K) | $85.97(+11.01%) | 2026-06-30 | |
| HRL | HORMEL FOODS CORP | 5.25% | 437.7K | $10.9M | +26.38%(+91.38K) | $25.04(-2.77%) | 2026-06-30 | |
| VFC | V F CORP | 5.01% | 620.5K | $10.4M | +19.91%(+103.05K) | $14.17(+5.45%) | 2026-06-30 | |
| QXO | QXO INC | 4.35% | 520.9K | $9.0M | +65.06%(+205.31K) | $19.16(-18.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.53% |
Great Hill Capital LLC reports $4.29B in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are PYPL (14.3%), XRAY (8.3%) and PZZA (6.6%). The top 20 holdings account for 95.88% of reported assets. Its disclosed equity book has returned +8.79% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Great Hill Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096165). View Great Hill Capital LLC’s 13F filings on SEC