Lexington Hill Partners, LLC
Lexington Hill Partners, LLC reported 85 holdings worth US$227M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Lexington Hill Partners, LLC reported 85 holdings worth US$227M as of Sep 30, 2026. Largest: Apple Inc, Space Exploration Technologies Corp and Coca-cola Company (the). Filed Oct 13, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$227M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 23,879 | US$7.95M | 3.5% |
| Space Exploration Technologies Corp | 41,741 | US$6.3M | 2.8% |
| Coca-cola Company (the) | 66,249 | US$5.7M | 2.5% |
| Berkshire Hathaway Inc. | 6,424 | US$3.95M | 1.7% |
| Amazon.com, Inc. | 12,834 | US$3.2M | 1.4% |
| Alphabet Inc (google) Class C | 6,910 | US$2.36M | 1.0% |
| Nvidia Corporation | 9,607 | US$2.19M | 0.97% |
| Palantir Technologies Inc. | 9,317 | US$1.74M | 0.77% |
| Microsoft Corp. | 3,057 | US$1.57M | 0.69% |
| Goldman Sachs Group, Inc. (the) | 1,319 | US$1.19M | 0.52% |
| Jp Morgan Chase & Co. | 3,525 | US$1.17M | 0.51% |
| White Mountains Insurance Group, Ltd. | 520 | US$1.04M | 0.46% |
| First Horizon Corporation | 41,465 | US$955K | 0.42% |
| Eli Lilly And Company | 564 | US$652K | 0.29% |
| Bank Of America Corporation | 11,052 | US$602K | 0.26% |
| Broadcom Inc. | 1,699 | US$597K | 0.26% |
| Lockheed Martin Corporation | 1,011 | US$515K | 0.23% |
| Rtx Corporation | 2,733 | US$507K | 0.22% |
| Visa Inc. | 1,267 | US$455K | 0.20% |
| Wells Fargo & Company | 5,561 | US$445K | 0.20% |
| Meta Platforms, Inc. | 594 | US$431K | 0.19% |
| Oracle Corporation | 3,001 | US$412K | 0.18% |
| Johnson & Johnson | 1,528 | US$405K | 0.18% |
| Hilltop Holdings Inc. | 10,596 | US$399K | 0.18% |
| Pepsico, Inc. | 3,128 | US$396K | 0.17% |
| Cisco Systems, Inc. | 3,489 | US$376K | 0.17% |
| Caterpillar, Inc. | 435 | US$353K | 0.16% |
| Abbvie Inc. | 1,314 | US$344K | 0.15% |
| Tesla, Inc. | 956 | US$339K | 0.15% |
| Merck & Company, Inc. | 2,303 | US$335K | 0.15% |
| First Busey Corporation | 11,359 | US$331K | 0.15% |
| Thermo Fisher Scientific Inc | 477 | US$322K | 0.14% |
| Qualcomm Incorporated | 1,625 | US$299K | 0.13% |
| Boeing Company (the) | 1,553 | US$289K | 0.13% |
| Prosperity Bancshares, Inc. | 4,233 | US$280K | 0.12% |
| Chevron Corporation | 1,331 | US$272K | 0.12% |
| Republic Services, Inc. | 1,287 | US$270K | 0.12% |
| O'reilly Automotive, Inc. | 3,058 | US$261K | 0.12% |
| Home Depot, Inc. (the) | 916 | US$261K | 0.11% |
| Novartis Ag | 1,745 | US$249K | 0.11% |
| Procter & Gamble Company (the) | 1,623 | US$236K | 0.10% |
| Conocophillips | 1,866 | US$234K | 0.10% |
| Graham Holdings Company | 201 | US$228K | 0.10% |
| Enterprise Products Partners L.p. | 6,298 | US$224K | 0.10% |
| Marathon Petroleum Corporation | 554 | US$219K | 0.10% |
| Emerson Electric Company | 1,337 | US$207K | 0.09% |
| Abbott Laboratories | 2,058 | US$203K | 0.09% |
| Truist Financial Corporation | 4,364 | US$202K | 0.09% |
| Kosmos Energy Ltd. | 20,000 | US$50,800 | 0.02% |
| Blend Labs, Inc. | 13,694 | US$14,105 | <0.01% |
| Cadence Design Systems, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
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