Fund HoldingsSummerhill Capital Management lnc.

Total Portfolio Value
$134.02M
Total Bought
$31.39M
Total Sold
$34.88M
Net Transaction
-$3.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
META PLATFORMS INC.(META)012,946+12,94607,5805.66%+7,580
ALPHABET INC. CL-A(GOOG)38,62767,814+29,1876,40612,8379.58%+6,431
CAE INC.(CAE)190,003252,202+62,1993,5676,3984.77%+2,830
PAYPAL HOLDINGS INC.(PYPL)92,701116,231+23,5307,2339,9207.40%+2,687
ADOBE SYSTEMS INC.(ADBE)11,50618,374+6,8685,9588,1716.10%+2,213
AMAZON.COM INC(AMZN)54,19955,390+1,19110,09912,1529.07%+2,053
JPMORGAN CHASE & COMPANY(JPM)39,22440,078+8548,2719,6077.17%+1,336
VERTIV HOLDING(VRT)62,76063,160+4006,2447,1765.35%+932
RESTAURANT BRAND INTERNATIONAL(QSR)012,914+12,91408410.63%+841
ANSYS INC6,1036,139+361,9452,0711.55%+126
INTUIT INC(INTU)5,8535,980+1273,6353,7582.80%+124
EATON CORP PLC(ETN)13,52313,865+3424,4824,6013.43%+119
ISHARES CORE S&P 500 INDEX0620+6200230.02%+23
MICROSOFT(MSFT)26,93327,490+55711,58911,5878.65%-2
ROYAL BANK CDA(RY)56,26157,822+1,5617,0236,9655.20%-58
CN RAIL(CNI)46,01846,647+6295,3894,7323.53%-657
BROOKFIELD INFRASTRUCTURE PARTNERS L.P.
LP INT UNIT
309,249318,162+8,91310,85510,1147.55%-742
CANADIAN PACIFIC KANSAS CITY LTD(CP)103,449104,560+1,1118,8487,5635.64%-1,285
FIRST SOLAR INC.(FSLR)36,66744,243+7,5769,1467,7975.82%-1,349
NVIDIA CORP(NVDA)44,8740-44,8745,4490-5,449
TELUS CORP COMMON(TU)400,8379,400-391,4376,7311270.10%-6,604
ADVANCED MICRO DEVICE LTD.(AMD)69,4750-69,47511,3990-11,399
SHARKNINJA INC(SN)105,1580-105,15811,4320-11,432
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