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Andrew Hill

Dec 2025 → Jun 2026 · 3 funds

Our archive holds 3 letters from Andrew Hill, behind 15 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.

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Andrew Hill’s own letters page
3
Letters
11
Companies
2
Moves
15
Theses

2 strategies

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

Also filed under Andrew Hill.

What they bought and sold · 2 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

Companies held · 11

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

Theses · 15

  • 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.

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  • Alphabet
    June 2026

    Alphabet dominates search, is embedding generative AI across its ecosystem, and should benefit from digital growth and product expansion.

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  • NextPower
    June 2026

    NextPower combines solar technology, robotics, and AI-driven monitoring to expand in clean energy and data center storage.

    Read the full thesis
  • Nvidia
    June 2026

    Nvidia remains central to AI infrastructure, with high margins, rapid product development, and strong future demand for compute.

    Read the full thesis
  • GE Vernova
    June 2026

    GE Vernova is benefiting from energy-transition infrastructure demand, strong order growth, and management focus on margin improvement.

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  • Apple
    June 2026

    Apple is integrating AI across its device ecosystem, which should support an iPhone upgrade cycle and sustainable growth.

    Read the full thesis
  • Costco Wholesale
    June 2026

    Costco combines price leadership, membership loyalty, strong cash flow, and a strong balance sheet to support durable growth.

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  • Garmin
    June 2026

    Garmin has a strong moat in premium wearables and navigation, supported by proprietary technology and long-term R&D execution.

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  • Automated Data Processing
    June 2026

    Automated Data Processing has durable payroll demand, earnings growth, a dividend, and downside protection from switching costs.

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  • ONEOK
    March 2026

    ONEOK operates critical NGL and gas infrastructure with a fee-based 'tollbooth' model and dividend growth leveraged to U.S. energy security.

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Letter archive · 3

2026

2025

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