DOSSIER · 13F-HR · Q1 2026
Great Hill Capital LLC
Great Hill's hedge fund based in San Francisco, CA — $1.5B in tracked AUM across 47 positions as of Q1 2026.
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Great Hill·San Francisco, CA·Hedge Fund
CIK 0002096165 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Great Hill Capital’s 13F as of 2025-12-31 shows a dramatic expansion: total reported equity holdings rose from $176.92M to $1.01B, a +468.6% quarter-over-quarter change. The fund holds 50 positions, but the weight is highly concentrated: the top 5 positions account for roughly 78% of the portfolio (SWK 29.71%, PYPL 27.05%, BIDU 12.08%, VFC 8.58%, HRL 2.54%). This is a high-conviction, concentrated portfolio after a large re-allocation or capital inflow during the quarter. Th...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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