account_balance
Investment manager · 13F filer · SEC CIK 2017598
Summerhill Capital Management lnc.
Reported value$132Mas of Sep 30, 2026
Positions17 0 new, 1 sold out
Top 10 weight81.9%AMD alone is 14%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
13.7%
GOOGLAlphabet Inc.
12.7%
MSFTMicrosoft Corp
8.4%
RYRoyal Bank of Canada
8.2%
CLSCelestica Inc
8.0%Added +190%
AMZNAmazon.com Inc
7.9%Added +18%
JPMJPMorgan Chase & Co
7.7%
BIPBrookfield Infrastructure Partners L.P.
6.3%
ETNEaton Corp PLC
5.5%
VRTVertiv Holdings Co
3.5%Added +121%
RACEFerrari N.V.
3.5%Added +85%
CPCanadian Pacific Kansas City Ltd
3.4%
AMDAdvanced Micro Devices Inc
13.7%
GOOGLAlphabet Inc.
12.7%
MSFTMicrosoft Corp
8.4%
RYRoyal Bank of Canada
8.2%
CLSCelestica Inc
8.0%+190%
AMZNAmazon.com Inc
7.9%
JPMJPMorgan Chase & Co
7.7%
BIPBrookfield Infrastructure Partners L.P.
6.3%
ETNEaton Corp PLC
5.5%
VRT3.5%RACE3.5%CP3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 13.7% HeldGOOGL Alphabet Inc. 12.7% HeldMSFT Microsoft Corp 8.4% HeldRY Royal Bank of Canada 8.2% HeldCLS Celestica Inc 8.0% Added +190%AMZN Amazon.com Inc 7.9% Added +18%JPM JPMorgan Chase & Co 7.7% HeldBIP Brookfield Infrastructure Partners L.P. 6.3% HeldETN Eaton Corp PLC 5.5% HeldVRT Vertiv Holdings Co 3.5% Added +121%RACE Ferrari N.V. 3.5% Added +85%CP Canadian Pacific Kansas City Ltd 3.4% Held
What changed
Biggest moves since Jun 30, 2026
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