May Hill Capital, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$764.0B
Holdings
331
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (331 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | CHTCHUNGHWA TELECOM CO LTD | 6,396 | $0 | 0.00% | |
| 302 | WBDWARNER BROS DISCOVERY INC | 8,356 | $0 | 0.00% | |
| 303 | INFYINFOSYS LTD | 33,686 | $0 | 0.00% | |
| 304 | ONON SEMICONDUCTOR CORP | 3,912 | $0 | 0.00% | |
| 305 | MARMARRIOTT INTL INC NEW | 1,116 | $0 | 0.00% | |
| 306 | BCSBARCLAYS PLC | 9,858 | $0 | 0.00% | |
| 307 | ADBEADOBE INC | 1,320 | $0 | 0.00% | |
| 308 | KOCOCA COLA CO | 12,610 | $0 | 0.00% | |
| 309 | AFLAFLAC INC | 3,568 | $0 | 0.00% | |
| 310 | INTCINTEL CORP | 8,424 | $0 | 0.00% | |
| 311 | HCAHCA HEALTHCARE INC | 472 | $0 | 0.00% | |
| 312 | LEGNLEGEND BIOTECH CORP | 12,600 | $0 | 0.00% | |
| 313 | PANWPALO ALTO NETWORKS INC | 1,990 | $0 | 0.00% | |
| 314 | ICEINTERCONTINENTAL EXCHANGE IN | 2,290 | $0 | 0.00% | |
| 315 | HLNHALEON PLC | 27,494 | $0 | 0.00% | |
| 316 | SESEA LTD | 3,042 | $0 | 0.00% | |
| 317 | MCOMOODYS CORP | 784 | $0 | 0.00% | |
| 318 | CMGCHIPOTLE MEXICAN GRILL INC | 6,966 | $0 | 0.00% | |
| 319 | TYLTYLER TECHNOLOGIES INC | 1,010 | $0 | 0.00% | |
| 320 | SMFGSUMITOMO MITSUI FINL GROUP I | 11,712 | $0 | 0.00% | |
| 321 | CBCHUBB LIMITED | 2,820 | $0 | 0.00% | |
| 322 | SNYSANOFI SA | 7,728 | $0 | 0.00% | |
| 323 | KVUEKENVUE INC | 15,672 | $0 | 0.00% | |
| 324 | CBRECBRE GROUP INC | 1,818 | $0 | 0.00% | |
| 325 | BMYBRISTOL-MYERS SQUIBB CO | 6,720 | $0 | 0.00% | |
| 326 | WWDWOODWARD INC | 716 | $0 | 0.00% | |
| 327 | GEVGE VERNOVA INC | 1,098 | $0 | 0.00% | |
| 328 | SCHWSCHWAB CHARLES CORP | 2,208 | $0 | 0.00% | |
| 329 | MTARCELORMITTAL SA LUXEMBOURG | 5,438 | $0 | 0.00% | |
| 330 | ORLYOREILLY AUTOMOTIVE INC | 3,184 | $0 | 0.00% | |
| 331 | ELPCCOMPANHIA PARANAENSE DE ENER | 10,862 | $0 | 0.00% |
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