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HughesLittle Investment Management Ltd.
特别关注No.3889 数据截至 2026Q2环比变动 Q1 2026
+$6,626.5万+13.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 台积电TSM |
| 18.8% | 15.71% | $1.08亿 | 22.7万股 | $8,022.7万 | 23.7万股 | -1.0万股-4.33% | 减仓 |
 亚马逊AMZN |
| 11.99% | 11.83% | $6,917.9万 | 29.0万股 | $6,045.1万 | 29.0万股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 11.42% | 12.2% | $6,588.4万 | 154.7万股 | $6,233.4万 | 154.1万股 | +5,810股+0.38% | 加仓 |
 嘉信理财SCHW |
| 11.28% | 12.94% | $6,507.8万 | 70.5万股 | $6,611.8万 | 70.4万股 | +1,775股+0.25% | 加仓 |
 VisaV |
| 9.94% | 9.9% | $5,737.8万 | 16.7万股 | $5,054.6万 | 16.7万股 | 00.00% | 持仓不变 |
 优步UBER |
| 9.21% | 10.28% | $5,313.4万 | 73.6万股 | $5,251.8万 | 73.0万股 | +6,200股+0.85% | 加仓 |
 FLUTTER ENTMTFLUT |
| 7.61% | 6.58% | $4,389.4万 | 43.0万股 | $3,358.6万 | 32.9万股 | +10.0万股+30.41% | 加仓 |
 谷歌AGOOGL |
| 7.44% | 6.74% | $4,294.1万 | 12.0万股 | $3,443.3万 | 12.0万股 | +415股+0.35% | 加仓 |
 阿斯麦ASML |
| 6.4% | 4.9% | $3,696.2万 | 1.9万股 | $2,502.2万 | 1.9万股 | -365股-1.93% | 减仓 |
 万事达MA |
| 4.85% | 5.33% | $2,797.2万 | 5.4万股 | $2,721.2万 | 5.4万股 | 00.00% | 持仓不变 |
 LAS VEGAS SANDS COMLVS |
| 0.89% | 3.3% | $515.1万 | 11.2万股 | $1,686.4万 | 31.3万股 | -20.1万股-64.37% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.14% | $75.1万 | 1,500股 | $71.9万 | 1,500股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.05% | 0.06% | $29.5万 | 315股 | $31.4万 | 315股 | 00.00% | 持仓不变 |
