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Portfolio (Quarterly) Guide ↗

Great Hill Capital LLC

· CIK 0002096165
13F Portfolio $4.3B AUM 45 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 45 New
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLT ISHARES TR 8,050.0 $696K 0.02% NEW $86.42 -3.4%
42 TIP ISHARES TR 5,967.0 $653K 0.01% NEW $109.43 -1.6%
43 VWO VANGUARD INTL EQUITY INDEX F 8,241.0 $492K 0.01% NEW $59.69 +1.6%
44 PFE PFIZER INC Healthcare 12,572.0 $303K 0.01% NEW $24.08 +18.6%
45 EL CALL LAUDER ESTEE COS INC Consumer Defensive 2,500.0 $125K 0.00% NEW $50.00 +109.7%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 26.9%
Industrials 16.9%
Healthcare 15.6%
Financial Services 15.1%
Consumer Defensive 13.9%
Energy 5.8%
Real Estate 3.8%
Communication Services 2.1%