HughesLittle Investment Management Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed March 20, 2026), HughesLittle Investment Management Ltd. reported 17 stock positions worth $455.7 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 11.5% of the portfolio, followed by Schwab (charles) (SCHW, 10.9%) and Amazon.com (AMZN, 10.4%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 5. The biggest buy was a new position in Las Vegas Sands (LVS) and the biggest sale an exit from Lauder Estee Cos.
- Most Recent 13F
- Q2 2026
- Location
- Vancouver, A1
- CIK
- 0002106035
- Portfolio Value
- $455.7M (Q2 2024)
- SEC Filing
- 0001493152-26-011983 ↗ filed Mar 20, 2026
Holdings Value
Holdings 17 stocks · $455.7M
| TSM Taiwan Semiconductor-SP ADR | 11.50% | 301,425 | $52.4M | Reduce -8.9% |
| SCHW Schwab (charles) Corp. | 10.91% | 674,340 | $49.7M | No change |
| AMZN Amazon.com Inc. | 10.39% | 245,105 | $47.4M | No change |
| V Visa Inc. Class A | 10.36% | 179,829 | $47.2M | Add +2.8% |
| BN Brookfield Corp. | 9.45% | 1,035,590 | $43.1M | No change |
| FLUT Flutter Entertainment PLC-Di | 8.94% | 222,825 | $40.7M | No change |
| AAPL Apple Inc. | 7.20% | 155,736 | $32.8M | Reduce -5.0% |
| ASML ASML Holding NV-NY Reg SHS | 6.83% | 30,430 | $31.1M | Reduce -20.0% |
| GOOGL Alphabet Inc. Class A | 6.47% | 161,945 | $29.5M | No change |
| MA Mastercard Inc. Class A | 6.27% | 64,727 | $28.6M | Add +4.8% |
| CIGI Colliers Intl GR-Subord Vot | 5.06% | 206,600 | $23.1M | Add +7.6% |
| LVS Las Vegas Sands Corp. | 3.78% | 389,623 | $17.2M | New |
| MCO Moody's Corp. | 2.39% | 25,819 | $10.9M | Reduce -30.8% |
| BAM Brookfield Asset Mgmt-A | 0.21% | 25,310 | $963K | Reduce -89.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,500 | $610K | No change |
| COST Costco Wholesale Corp. | 0.06% | 315 | $268K | No change |
| UNP Union Pacific Corp. | 0.05% | 1,050 | $238K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $577.1M | TSM, AMZN, BN, SCHW, V |
| Q1 2026 | 14 | $510.8M | TSM, SCHW, BN, AMZN, UBER |
| Q4 2025Amended | 14 | $603.7M | TSM, SCHW, BN, AMZN, V |
| Q3 2025Amended | 15 | $598.1M | TSM, SCHW, BN, AMZN, FLUT |
| Q2 2025Amended | 15 | $487.1M | TSM, SCHW, BN, AMZN, V |
| Q1 2025Amended | 17 | $479.6M | V, SCHW, TSM, AMZN, BN |
| Q4 2024Amended | 17 | $528.1M | TSM, BN, V, FLUT, AMZN |
| Q3 2024Amended | 17 | $491.6M | BN, TSM, FLUT, V, AMZN |
| Q2 2024Amended | 17 | $455.7M | TSM, SCHW, AMZN, V, BN |
| Q1 2024Amended | 17 | $455.7M | V, SCHW, TSM, FLUT, AMZN |