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Andrew Hill

Dec 2025 → Sep 2026 · 5 funds

Our archive holds 5 letters from Andrew Hill, behind 24 investment theses and positions in 29 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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5
Letters
29
Companies
8
Moves
24
Theses

4 strategies

Andrew Hill publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Also filed under Andrew Hill.

What they bought and sold · 8 moves

  • AddedEli Lilly
    June 2026
    “Recently we reduced the position in Nvidia and increased our position in Eli Lilly (LLY), now Eli Lilly (LLY) is the largest equity position in many accounts.”
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  • TrimmedNvidia
    June 2026
    “Recently we reduced the position in Nvidia and increased our position in Eli Lilly (LLY), now Eli Lilly (LLY) is the largest equity position in many accounts.”
    Read the letter
  • AddedNextPower
    March 2026
    “Our top performing stocks this year include Nextpower (NXT, +36%).”
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  • TrimmedGeneral Electric
    March 2026
    “We have reduced our exposure to these positions and others that have shown weakness.”
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  • TrimmedYeti
    March 2026
    “We have reduced our exposure to these positions and others that have shown weakness.”
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  • AddedRivian
    March 2026
    “We also added Rivian, an electric-vehicle manufacturer that sells SUVs, pickup trucks, and commercial vehicles, including vehicles used by Amazon.”
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  • AddedNational Fuel Gas
    March 2026
    “More recently, we added natural gas producers EQT and National Fuel Gas, both of which we have owned in the past.”
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  • AddedEQT
    March 2026
    “More recently, we added natural gas producers EQT and National Fuel Gas, both of which we have owned in the past.”
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Companies held · 29

Every company Andrew Hill has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 24

  • Nvidia
    September 2026

    Nvidia is the leading AI infrastructure hardware provider with strong growth and an attractive valuation versus peers.

    Read the full thesis
  • Apple
    September 2026

    Apple benefits from a powerful ecosystem, recurring services, product innovation, and strong capital allocation.

    Read the full thesis
  • Microsoft
    September 2026

    Microsoft combines cloud and AI leadership with recurring revenue, a strong balance sheet, and durable long-term growth.

    Read the full thesis
  • Eli Lilly
    September 2026

    Eli Lilly is compounding GLP-1 leadership into cash flow, pipeline investment, and long-term pharmaceutical growth.

    Read the full thesis
  • Cheniere Energy
    September 2026

    Cheniere is a contracted LNG infrastructure business with durable demand, stable cash flows, and a strong moat.

    Read the full thesis
  • Vertex Pharmaceuticals
    September 2026

    Vertex leads cystic fibrosis, generating cash flow to fund expansion into multiple future growth areas.

    Read the full thesis
  • Arista Networks
    September 2026

    Arista benefits from AI infrastructure spending through high-performance networking, with strong profitability and a debt-free balance sheet.

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  • Garmin
    September 2026

    Garmin has expanded into high-value niche markets with strong margins, diversification, and a debt-free balance sheet.

    Read the full thesis
  • ONEOK
    September 2026

    ONEOK is an infrastructure-based midstream operator positioned to benefit from growing natural gas volumes and long-term demand trends.

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  • Eli Lilly
    June 2026

    Eli Lilly is growing rapidly on blockbuster diabetes and obesity drugs, while investing in manufacturing and a broad pipeline for long-term growth.

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  • GE Aerospace
    June 2026

    GE Aerospace benefits from a large installed base and profitable long-term services, with strong fundamentals and a durable competitive position.

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  • Vertex Pharmaceuticals
    June 2026

    Vertex Pharmaceuticals leads in cystic fibrosis and is expanding into new rare-disease markets with approved products and a strong balance sheet.

    Read the full thesis

Letter archive · 5

2026

2025

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