May Hill Capital, LLC
Top Portfolio Positions
160 positions ·
$134,951,922 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KEYS |
Keysight Technologies, Inc.
Technology
|
54,705 | $15,447,050 | 11.45% | |
| NVDA |
Nvidia Corp
Technology
|
43,029 | $7,504,257 | 5.56% | |
| AAPL |
Apple Inc.
Technology
|
29,361 | $7,451,528 | 5.52% | |
| MSFT |
Microsoft Corp
Technology
|
14,096 | $5,217,916 | 3.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,622 | $3,878,403 | 2.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,456 | $3,121,541 | 2.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,931 | $2,855,758 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
7,990 | $2,472,984 | 1.83% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,867 | $2,320,702 | 1.72% | |
| BSX |
Boston Scientific Corp
Healthcare
|
36,659 | $2,300,352 | 1.70% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MDCX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,235 | 50,622 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,501 | 35,622 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $41,232 | 17,811 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $106,509 | 35,622 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||