HughesLittle Investment Management Ltd.
โขCIK: 2106035โขFiling: Q4 2025
**HughesLittle Investment Management Ltd.** manages $551M across a concentrated portfolio of 13 positions. The fund exhibits significant conviction in technology and semiconductor leaders, with TSM representing the largest holding at $94.7M. Key allocations include substantial positions in SCHW ($75.1M), BN ($70.9M), and AMZN ($66.6M). This structure signals a focused, high-conviction approach targeting established market leaders.
Total AUM
$550.7M
QoQ Performance
N/A
Positions
13
Top 10 Concentration
99.7%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
SCHW
BN
AMZN
V
GOOGL
ASML
UBER
TSM17.2%
SCHW13.6%
BN12.9%
AMZN12.1%
V10.6%
GOOGL8.9%
ASML7.4%
UBER6.3%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Financial42.9%
Other29.7%
Consumer18.5%
Technology8.9%