Stock Taper 
MAY HILL CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 165 | $219.79K |
 United Rentals, Inc. | URI | 193 | $218.65K |
 Monolithic Power Systems, Inc. | MPWR | 244 | $337.3K |
 Seagate Technology Holdings plc | STX | 342 | $330.03K |
 Sandisk Corporation | SNDK | 371 | $843.55K |
 Fabrinet | FN | 417 | $234.39K |
 BlackRock, Inc. | BLK | 463 | $445.2K |
 Rockwell Automation, Inc. | ROK | 474 | $234.67K |
 Deere & Company | DE | 505 | $320.34K |
 CrowdStrike Holdings, Inc. | CRWD | 539 | $411.33K |
 S&P Global Inc. | SPGI | 560 | $228.1K |
 Northrop Grumman Corporation | NOC | 586 | $298.46K |
 Vertex Pharmaceuticals Incorporated | VRTX | 617 | $306.48K |
 GE Vernova Inc. | GEV | 633 | $743.69K |
 Trane Technologies plc | TT | 636 | $312.38K |
 Analog Devices, Inc. | ADI | 637 | $253K |
 General Dynamics Corporation | GD | 639 | $226.2K |
 Norfolk Southern Corporation | NSC | 709 | $223.05K |
 Dell Technologies Inc. | DELL | 729 | $314.53K |
 Vertiv Holdings Co | VRT | 744 | $249.1K |