Summerhill Capital Management lnc.
TORONTO, A6 · CIK 2017598 · 13F filing filed 2024-05-07
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
$157.2m
reported value
23positions
60.0%in top 10
—no comparable previous quarter
Holdings, Q1 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ADVANCED MICRO DEVICES INC AMD | $12.9m8.20% | First filing |
| ALPHABET INC GOOGL | $12.4m7.88% | First filing |
| MICROSOFT CORP MSFT | $11.7m7.47% | First filing |
| AMAZON COM INC AMZN | $10.0m6.39% | First filing |
| BROOKFIELD INFRAST PARTNERS BIP | $10.0m6.36% | First filing |
| CANADIAN PACIFIC KANSAS CITY CP | $9.4m5.99% | First filing |
| JPMORGAN CHASE & CO JPM | $8.0m5.10% | First filing |
| SHARKNINJA INC SN | $6.7m4.28% | First filing |
| TELUS CORPORATION TU | $6.6m4.22% | First filing |
| BCE INC BCE | $6.4m4.10% | First filing |
| FIRST SOLAR INC FSLR | $6.4m4.08% | First filing |
| CANADIAN NATL RY CO CNI | $6.3m4.02% | First filing |
| ADOBE INC ADBE | $6.0m3.82% | First filing |
| ROYAL BK CDA RY | $5.8m3.72% | First filing |
| NVIDIA CORPORATION NVDA | $5.5m3.52% | First filing |
| TORONTO DOMINION BK ONT TD | $5.3m3.37% | First filing |
| VERTIV HOLDINGS CO VRT | $5.3m3.37% | First filing |
| EATON CORP PLC ETN | $4.3m2.72% | First filing |
| PAYPAL HLDGS INC PYPL | $4.2m2.69% | First filing |
| CAE INC CAE | $4.1m2.61% | First filing |
| INTUIT INTU | $3.9m2.50% | First filing |
| MCDONALDS CORP MCD | $3.5m2.20% | First filing |
| ANSYS INC ANSS | $2.2m1.39% | First filing |