Fund HoldingsSummerhill Capital Management lnc.

Total Portfolio Value
$145.70M
Total Bought
$14.78M
Total Sold
$7.85M
Net Transaction
+$6.92M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SHARKNINJA INC(SN)104,473105,158+6857,85111,4327.85%+3,581
BROOKFIELD INFRASTRUCTURE PARTNERS L.P.
LP INT UNIT
304,874309,249+4,3758,36610,8557.45%+2,490
PAYPAL HOLDINGS INC.(PYPL)91,31292,701+1,3895,2997,2334.96%+1,935
ROYAL BANK CDA(RY)55,46456,261+7975,9027,0234.82%+1,120
FIRST SOLAR INC.(FSLR)36,38936,667+2788,2049,1466.28%+942
VERTIV HOLDING(VRT)61,76962,760+9915,3476,2444.29%+897
CANADIAN PACIFIC KANSAS CITY LTD(CP)102,016103,449+1,4338,0308,8486.07%+818
TELUS CORP COMMON(TU)395,368400,837+5,4695,9826,7314.62%+749
JPMORGAN CHASE & COMPANY(JPM)38,93539,224+2897,8758,2715.68%+396
EATON CORP PLC(ETN)13,32513,523+1984,1784,4823.08%+304
ADVANCED MICRO DEVICE LTD.(AMD)68,96269,475+51311,18611,3997.82%+213
CAE INC.(CAE)187,729190,003+2,2743,4853,5672.45%+82
CN RAIL(CNI)45,41146,018+6075,3645,3893.70%+26
ANSYS INC6,0146,103+891,9341,9451.33%+11
NVIDIA CORP(NVDA)44,55644,874+3185,5045,4493.74%-55
INTUIT INC(INTU)5,7605,853+933,7863,6352.49%-151
AMAZON.COM INC(AMZN)53,80054,199+39910,39710,0996.93%-298
ADOBE SYSTEMS INC.(ADBE)11,34011,506+1666,3005,9584.09%-342
MICROSOFT(MSFT)26,75126,933+18211,95611,5897.95%-367
ALPHABET INC. CL-A(GOOG)78,27638,627-39,64914,2586,4064.40%-7,852
Page 1 of 1