Mill Capital Management, LLC

**Mill Capital Management, LLC** is a sophisticated multi-strategy fund managing $1.4B across 129 distinct positions. The portfolio exhibits significant conviction in mega-cap technology and financial staples, with top holdings including AAPL at $138.0M and GOOG at $107.3M. Further substantial allocations are directed toward MSFT ($97.0M), BRK/A ($88.3M), and V ($67.2M). This concentrated exposure suggests a focus on established market leaders across technology, industrials, and finance.

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