Great Hill Capital LLC
•CIK: 2096165•Filing: Q4 2025
**Great Hill Capital LLC** manages $618M across a concentrated portfolio of 34 positions. The fund exhibits significant exposure to Chinese technology and e-commerce, highlighted by a $262.2M holding in PYPL and a $119.0M position in BIDUN. Further notable allocations include $76.1M in VFC and $18.5M in 8CW. This structure suggests a focused, high-conviction approach within select growth sectors.
Total AUM
$88.0M
+ $529.5M in options
QoQ Performance
+38.9%
Positions
18
+ 14 options
Top 10 Concentration
88.8%
Latest Filing
Q4 2025
Top Holdings Allocation
PYPL
BIDUN
VFC
PYPL42.5%
BIDUN19.3%
VFC12.3%
8CW3.0%
BAX2.6%
CPS2.3%
AWN2.2%
PFE2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.4%
Healthcare2.0%
Technology1.4%
Industrial0.8%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW3 new positions
↑14 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025