HughesLittle Investment Management Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), HughesLittle Investment Management Ltd. reported 14 stock positions worth $510.8 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 15.7% of the portfolio, followed by Schwab (charles) (SCHW, 12.9%) and Brookfield (BN, 12.2%). Compared with Q4 2025, it added to 5 and reduced 6. The biggest buy was Uber Technologies (UBER, shares +72%) and the biggest sale ASML Holding NV-NY Reg SHS (ASML, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Vancouver, A1
- CIK
- 0002106035
- Portfolio Value
- $510.8M (Q1 2026)
- SEC Filing
- 0001493152-26-021344 ↗ filed May 6, 2026
Holdings Value
Holdings 14 stocks · $510.8M
| TSM Taiwan Semiconductor-SP ADR | 15.71% | 237,394 | $80.2M | Reduce -23.8% |
| SCHW Schwab (charles) Corp. | 12.94% | 703,529 | $66.1M | Reduce -6.5% |
| BN Brookfield Corp. | 12.20% | 1,541,385 | $62.3M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 11.83% | 290,255 | $60.5M | Add +0.6% |
| UBER Uber Technologies Inc. | 10.28% | 730,133 | $52.5M | Add +71.6% |
| V Visa Inc. Class A | 9.90% | 167,238 | $50.5M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 6.74% | 119,742 | $34.4M | Reduce -23.9% |
| FLUT Flutter Entertainment PLC-Di | 6.58% | 329,440 | $33.6M | Add +34.8% |
| MA Mastercard Inc. Class A | 5.33% | 54,462 | $27.2M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 4.90% | 18,944 | $25.0M | Reduce -50.5% |
| LVS Las Vegas Sands Corp. | 3.30% | 313,000 | $16.9M | Reduce -25.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,500 | $719K | No change |
| CIGI Colliers Intl GR-Subord Vot | 0.09% | 4,400 | $469K | No change |
| COST Costco Wholesale Corp. | 0.06% | 315 | $314K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ASML ASML Holding NV-NY Reg SHS | Reduce -50.5% | 4.90% | −1.89 |
| GOOGL Alphabet Inc. Class A | Reduce -23.9% | 6.74% | −1.42 |
| LVS Las Vegas Sands Corp. | Reduce -25.9% | 3.30% | −1.25 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.8% | 15.71% | +0.02 |
| BN Brookfield Corp. | Reduce -0.1% | 12.20% | +0.46 |
| SCHW Schwab (charles) Corp. | Reduce -6.5% | 12.94% | +0.50 |
Portfolio Buys Q4 2025 → Q1 2026
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 |