May Hill Capital, LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Trimmed | 464287200 | $54.12M |
| Trimmed | 464287622 | $35.86M |
| Trimmed | Keysight Technologies, Inc. | $18.78M |
| Trimmed | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $15.09M |
| Trimmed | 46434G103 | $15.03M |
| Trimmed | 464287408 | $14.20M |
| Trimmed | 464287507 | $12.09M |
| Trimmed | 464287309 | $9.53M |
| Trimmed | 464287804 | $9.49M |
| Trimmed | 922908751 | $7.52M |
| Trimmed | Apple Inc. | $6.58M |
| Trimmed | NVIDIA Corp | $6.31M |
| New | iShares MSCI UAE ETF | $5.10M |
| Trimmed | 09290C806 | $4.85M |
| Trimmed | MICROSOFT CORP | $4.68M |
| Trimmed | 09290C780 | $3.95M |
| Trimmed | 464288414 | $3.89M |
| Trimmed | iShares MSCI UAE ETF | $3.72M |
| Trimmed | 922908363 | $3.63M |
| Trimmed | 464285204 | $3.56M |
| Trimmed | TTM Technologies Inc | $3.50M |
| Trimmed | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $3.50M |
| Trimmed | 092528876 | $3.48M |
| Trimmed | 921943858 | $3.24M |
| Trimmed | LAM RESEARCH CORP | $3.22M |
| Trimmed | Amazon.com Inc | $3.22M |
| Trimmed | 808524508 | $2.99M |
| Trimmed | Alphabet Inc. | $2.92M |
| Trimmed | 922908769 | $2.88M |
| Added | 922908629 | $2.71M |
| Trimmed | Meta Platforms Inc | $2.70M |
| Trimmed | 464288653 | $2.65M |
| Trimmed | Alphabet Inc. | $2.62M |
| Exited | HOLOGIC INC | $2.53M |
| Trimmed | Broadcom Inc. | $2.52M |
| Trimmed | 922907746 | $2.41M |
| Exited | 046353108 | $2.20M |
| Trimmed | 78462F103 | $2.20M |
| New | The Boeing Company | $2.18M |
| Trimmed | 464287655 | $2.09M |
| Trimmed | 808524805 | $2.06M |
| Exited | 092528843 | $1.95M |
| Trimmed | 922042858 | $1.91M |
| Trimmed | N07059210 | $1.89M |
| New | iShares MSCI UAE ETF | $1.82M |
| Trimmed | 46432F842 | $1.76M |
| Added | 922908736 | $1.73M |
| Trimmed | ELI LILLY & Co | $1.69M |
| Trimmed | 922908744 | $1.69M |
| Trimmed | Haemonetics Corporation | $1.67M |