GREAT HILL PARTNERS, L.P.
Long book
$209.8M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+25.6%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsGREAT HILL PARTNERS, L.P. is a diversified fundamental manager, specialised in consumer_discretionary (100% of the long book), running a $209.8M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: WAYFAIR INC- CLASS A.
Over the last 9 quarters its long book ran on average 6.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-6.3%
Q2 2024
+6.5%
Q3 2024
-21.1%
Q4 2024
-27.7%
Q1 2025
+59.7%
Q2 2025
+74.7%
Q3 2025
+12.4%
Q4 2025
-25.1%
Q1 2026
+25.6%
Sector allocation
Consumer discretionary 100%
Long book by quarter
What does GREAT HILL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| W WAYFAIR INC- CLASS A | Consumer discretionary | 2.8M | $209.8M | 100.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 1 | $209.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 1 | $280.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 1 | $249.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 1 | $142.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 1 | $89.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 1 | $123.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 1 | $156.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 1 | $147.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 2 | $420.0M | canonical | SEC ↗ |