Summerhill Capital Management lnc. 13F 持仓 · 2026年Q2
Summerhill Capital Management lnc. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 1.25 亿美元。前几大持仓：GOOGL（14.08%）、AMD（13.87%）、RY（9.17%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 10 只、清仓 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC. CL-A | $17.6M | 14.08% | 49,349 | 减持 |
| 2 | AMD | ADVANCED MICRO DEVICE LTD. | $17.4M | 13.87% | 29,913 | 减持 |
| 3 | RY | ROYAL BANK CDA | $11.5M | 9.17% | 55,590 | 减持 |
| 4 | JPM | JPMORGAN CHASE & COMPANY | $10.2M | 8.16% | 31,239 | 减持 |
| 5 | BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $8.6M | 6.88% | 236,081 | 增持 |
| 6 | AMZN | AMAZON.COM INC | $8.5M | 6.77% | 35,577 | 减持 |
| 7 | MSFT | MICROSOFT | $8.2M | 6.52% | 21,887 | 增持 |
| 8 | ETN | EATON CORP PLC | $7.2M | 5.77% | 16,964 | 增持 |
| 9 | META | META PLATFORMS INC | $5.2M | 4.13% | 9,182 | 减持 |
| 10 | FSLR | FIRST SOLAR INC. | $5.0M | 3.96% | 21,020 | 减持 |
| 11 | CP | CANADIAN PACIFIC KANSAS CITY LTD | $4.6M | 3.66% | 52,991 | 减持 |
| 12 | BIRK | BIRKENSTOCK HOLDINGS | $4.2M | 3.34% | 97,263 | 增持 |
| 13 | CLS | CELESTICA INC | $3.7M | 2.92% | 10,060 | 增持 |
| 14 | CNI | CN RAIL | $3.2M | 2.54% | 26,721 | 减持 |
| 15 | CAE | CAE INC. | $3.1M | 2.49% | 124,569 | 增持 |
| 16 | VRT | VERTIV HOLDING | $2.9M | 2.33% | 8,731 | 减持 |
| 17 | RACE | FERRARI NV | $2.4M | 1.90% | 6,394 | 新建仓 |
| 18 | RELX | RELX PLC ADR | $1.9M | 1.51% | 59,648 | 增持 |
| 19 | AAPL | APPLE INC. | $0 | 0.00% | 0 | 清仓 |
| 20 | BAM | BROOKFIELD ASSET MGMT | $0 | 0.00% | 0 | 清仓 |
| 21 | BMO | BANK OF MONTREAL | $0 | 0.00% | 0 | 清仓 |
| 22 | BN | BROOKFIELD CORP | $0 | 0.00% | 0 | 清仓 |
| 23 | BRKB | BERKSHIRE HATHAWAY | $0 | 0.00% | 0 | 清仓 |
| 24 | CM | CIBC | $0 | 0.00% | 0 | 清仓 |
| 25 | CNQ | CANADIAN NATURAL RESOURCES LTD | $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