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Great Hill Capital LLC

13F filer · CIK 2096165 · New York, NY

Summary
Great Hill Capital LLC reported $4.29B across 45 positions in its 13F for 2026 Q2, filed Jul 27, 2026. The largest holdings are PYPL (0.7%), XRAY (0.4%), PZZA (0.3%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 17, trimmed 12 and sold out of 2.
Reported value$4.29B
Positions45incl. options
Report period2026 Q2
FiledJul 27, 2026
New positions0
Added17
Trimmed12
Sold out2

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 0.7%Value $29.53MPrice $54.28Shares 684K +38.48%Since Jun 30 +25.71%
Weight 0.4%Value $17.21MPrice $9.28Shares 1.62M +60.91%Since Jun 30 -12.54%
Weight 0.3%Value $13.73MPrice $20.09Shares 373K +33.18%Since Jun 30 -45.36%
Weight 0.3%Value $13.00MPrice $23.48Shares 610K +25.68%Since Jun 30 +10.13%
Weight 0.3%Value $12.63MPrice $88.73Shares 134K +29.36%Since Jun 30 -5.73%
Weight 0.3%Value $11.83MPrice $39.73Shares 190K +6.50%Since Jun 30 -36.15%
Weight 0.3%Value $11.42MPrice $86.24Shares 142K +54.33%Since Jun 30 +7.29%
Weight 0.3%Value $10.86MPrice $19.97Shares 438K +26.38%Since Jun 30 -19.54%
Weight 0.2%Value $10.35MPrice $14.42Shares 621K +19.91%Since Jun 30 -13.55%
Weight 0.2%Value $9.00MPrice $12.12Shares 521K +65.06%Since Jun 30 -29.86%
Weight 0.2%Value $8.92MPrice $21.77Shares 330K -0.57%Since Jun 30 -19.52%
Weight 0.2%Value $7.57MPrice $44.77Shares 149K +66.34%Since Jun 30 -11.70%
Weight 0.2%Value $7.44MPrice $67.07Shares 98K +5.96%Since Jun 30 -11.44%
Weight 0.2%Value $6.77MPrice $12.69Shares 454K +112.41%Since Jun 30 -14.95%
Weight 0.1%Value $6.39MPrice $107.74Shares 67K +194.46%Since Jun 30 +12.25%
Weight 0.1%Value $5.95MPrice $68.92Shares 79K -21.83%Since Jun 30 -8.51%
Weight 0.1%Value $4.92MPrice $95.57Shares 62K +242.26%Since Jun 30 +21.05%
Weight 0.1%Value $4.69MPrice $19.50Shares 253K -7.50%Since Jun 30 +5.12%
Weight 0.1%Value $3.86MPrice $187.68Shares 18K -9.11%Since Jun 30 -13.30%
Weight 0.0%Value $2.13MPrice $105.59Shares 22K -5.48%Since Jun 30 +9.70%
Weight 0.0%Value $1.94MPrice $86.71Shares 17K -7.13%Since Jun 30 -24.13%
Weight 0.0%Value $1.51MPrice $7.67Shares 159K +20.19%Since Jun 30 -19.35%
Weight 0.0%Value $1.02MPrice $375.84Shares 2,755 -5.52%Since Jun 30 +1.57%
Weight 0.0%Value $1.00MPrice $85.75Shares 12K -5.72%Since Jun 30 +0.30%
Weight 0.0%Value $924.2KPrice $90.59Shares 9,584 -5.43%Since Jun 30 -6.06%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

INTCINTCINTEL CORP≈ $4.51MSold
GNRCGNRCGENERAC HLDGS INC≈ $2.79MSold
ETSYETSYETSY INC≈ $1.10MTrim
NOVNOVNOV INC≈ $385.6KTrim
BABABOEING CO≈ $355.7KTrim

Options

Notional value, listed apart from stocks · top 10 of 16

PYPLPYPLPAYPAL HLDGS INCCALL$935.57MAdd
VFCVFCV F CORPCALL$58.47MAdd
TLTTLTISHARES TRCALL$23.00MTrim
PFEPFEPFIZER INCCALL$21.11MAdd
BAXBAXBAXTER INTL INCCALL$16.41MAdd
HRLHRLHORMEL FOODS CORPCALL$14.13MAdd
CCICCICROWN CASTLE INCCALL$13.22MHold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR