HughesLittle Investment Management Ltd. 13F 持仓 · 2026年Q2
HughesLittle Investment Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 13 只证券,申报市值合计 5.77 亿美元。前几大持仓:TSM(18.80%)、AMZN(11.99%)、BN(11.42%)。本季前 25 大持仓中:增持 5 只、减持 3 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.5M | 18.80% | 227,114 | 减持 |
| 2 | AMZN | AMAZON COM INC | $69.2M | 11.99% | 290,255 | 持平 |
| 3 | BN | BROOKFIELD CORP | $65.9M | 11.42% | 1.5M | 增持 |
| 4 | SCHW | SCHWAB CHARLES CORP | $65.1M | 11.28% | 705,304 | 增持 |
| 5 | V | VISA INC | $57.4M | 9.94% | 167,238 | 持平 |
| 6 | UBER | UBER TECHNOLOGIES INC | $53.1M | 9.21% | 736,333 | 增持 |
| 7 | FLUT | FLUTTER ENTMT PLC | $43.9M | 7.61% | 429,621 | 增持 |
| 8 | GOOGL | ALPHABET INC | $42.9M | 7.44% | 120,157 | 增持 |
| 9 | ASML | ASML HOLDING N V | $37.0M | 6.40% | 18,579 | 减持 |
| 10 | MA | MASTERCARD INCORPORATED | $28.0M | 4.85% | 54,462 | 持平 |
| 11 | LVS | LAS VEGAS SANDS CORP | $5.2M | 0.89% | 111,517 | 减持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $750,585 | 0.13% | 1,500 | 持平 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $294,673 | 0.05% | 315 | 持平 |
| 14 | CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR