HAMILTON CAPITAL PARTNERS, LLC

**HAMILTON CAPITAL PARTNERS, LLC** manages $301M across a portfolio of 36 positions, demonstrating a concentrated, large-cap technology focus. Top holdings are heavily weighted toward mega-cap tech names, notably TLH at $76.3M, followed by GOOGL ($38.7M) and META ($31.4M). The fund maintains significant exposure to key growth sectors, with combined allocations to TSLA, AMZN, and AVGO exceeding $68M. This structure signals a conviction in established, high-growth technology leaders.

📌 Top Holdings