1832 Asset Management L.P. Top Holdings and 13F Report (2026)

About 1832 Asset Management L.P.

Investment Activity

1832 Asset Management L.P. has $108.78 billion in total holdings as of March 31, 2026.
1832 Asset Management L.P. owns shares of 647 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
Approximately 40.06% of the portfolio was purchased this quarter.
About 58.53% of the portfolio was sold this quarter.
This quarter, 1832 Asset Management L.P. has purchased 687 new stocks and bought additional shares in 251 stocks.
1832 Asset Management L.P. sold shares of 273 stocks and completely divested from 124 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF TR: $27,639,450,000
Toronto Dominion Bank: $2,831,583,954
Royal Bank Of Canada: $2,670,312,530
Microsoft: $2,340,743,343
Canadian National Railway: $1,920,076,575

Largest New Holdings this Quarter

78462F953 - SPDR S&P 500 ETF TR: $27,639,450,000 Holding
64110L906 - NETFLIX INC.: $1,394,175,000 Holding
594918904 - MICROSOFT CORP: $1,295,595,000 Holding
82509L907 - SHOPIFY INC: $652,410,000 Holding
67066G904 - NVIDIA CORPORATION: $570,375,200 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF TR: 42,500,000 shares (about $27.64B)
NETFLIX INC.: 14,500,000 shares (about $1.39B)
MICROSOFT CORP: 3,500,000 shares (about $1.30B)
SHOPIFY INC: 5,500,000 shares (about $652.41M)
NVIDIA CORPORATION: 3,270,500 shares (about $570.38M)

Largest Sales this Quarter

Alphabet: 1,706,279 shares (about $490.66M)
Eli Lilly and Company: 387,847 shares (about $356.73M)
Lumentum: 407,600 shares (about $286.44M)
Vertiv: 957,567 shares (about $239.95M)
Citigroup: 2,077,318 shares (about $235.59M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPDR S&P 500 ETF TR	$27,639,450,000	$27,639,450,000 â–²	New Holding	42,500,000	25.4%	TR UNIT
TD Toronto Dominion Bank	$2,831,583,954	$181,359,742 â–¼	-6.0%	30,345,986	2.6%	Finance
RY Royal Bank Of Canada	$2,670,312,530	$57,499,200 â–¼	-2.1%	16,505,826	2.5%	Finance
MSFT Microsoft	$2,340,743,343	$251,027,824 â–²	12.0%	6,323,428	2.2%	Computer and Technology
CNI Canadian National Railway	$1,920,076,575	$6,629,282 â–¼	-0.3%	18,683,240	1.8%	Transportation
AMZN Amazon.com	$1,739,035,756	$120,435,876 â–²	7.4%	8,349,910	1.6%	Retail/Wholesale
BN Brookfield	$1,738,009,646	$105,266,274 â–¼	-5.7%	42,945,630	1.6%	Finance
NVDA NVIDIA	$1,650,983,411	$407,546,117 â–²	32.8%	9,466,648	1.5%	Computer and Technology
ENB Enbridge	$1,573,907,676	$81,795,253 â–¼	-4.9%	29,071,069	1.4%	Energy
NETFLIX INC.	$1,394,175,000	$1,394,175,000 â–²	New Holding	14,500,000	1.3%	COM
TRP TC Energy	$1,379,581,054	$154,902,824 â–¼	-10.1%	22,038,036	1.3%	Energy
CNQ Canadian Natural Resources	$1,361,348,471	$172,778,111 â–¼	-11.3%	27,936,558	1.3%	Energy
BMO Bank Of Montreal	$1,299,254,391	$110,615,277 â–¼	-7.8%	9,599,929	1.2%	Finance
MICROSOFT CORP	$1,295,595,000	$1,295,595,000 â–²	New Holding	3,500,000	1.2%	COM
AAPL Apple	$1,287,530,981	$170,951,421 â–²	15.3%	5,073,214	1.2%	Computer and Technology
BNS Bank of Nova Scotia	$1,265,203,870	$35,139,962 â–¼	-2.7%	18,254,276	1.2%	Finance
SHOPIFY INC	$1,208,469,956	$281,642,313 â–²	30.4%	10,187,742	1.1%	CL A SUB VTG SHS
WCN Waste Connections	$1,155,533,834	$237,418,243 â–²	25.9%	7,113,604	1.1%	Business Services
CP Canadian Pacific Kansas City	$1,112,475,008	$14,615,028 â–¼	-1.3%	14,142,830	1.0%	Transportation
GOOGL Alphabet	$1,106,730,159	$490,657,589 â–¼	-30.7%	3,848,693	1.0%	Computer and Technology
SU Suncor Energy	$1,070,457,417	$105,750,349 â–¼	-9.0%	16,192,065	1.0%	Energy
MFC Manulife Financial	$972,885,710	$11,345,466 â–¼	-1.2%	28,248,714	0.9%	Finance
TMO Thermo Fisher Scientific	$968,126,336	$356,404,962 â–²	58.3%	1,969,618	0.9%	Medical
TSM Taiwan Semiconductor Manufacturing	$884,399,604	$67,905,645 â–¼	-7.1%	2,616,954	0.8%	Computer and Technology
GOOG Alphabet	$875,794,194	$150,212,231 â–²	20.7%	3,053,037	0.8%	Computer and Technology
V Visa	$854,706,612	$33,110,392 â–²	4.0%	2,827,907	0.8%	Business Services
AEM Agnico Eagle Mines	$795,332,880	$41,976,670 â–²	5.6%	3,918,282	0.7%	Basic Materials
TJX TJX Companies	$780,446,554	$77,875,629 â–¼	-9.1%	4,886,954	0.7%	Retail/Wholesale
SHOPIFY INC	$652,410,000	$652,410,000 â–²	New Holding	5,500,000	0.6%	CL A SUB VTG SHS
THOMSON REUTERS CORP	$651,037,243	$178,240,122 â–²	37.7%	7,235,355	0.6%	COM
FNV Franco-Nevada	$644,757,266	$1,845,463 â–²	0.3%	2,609,825	0.6%	Basic Materials
AMAZON COM INC	$624,810,000	$104,135,000 â–²	20.0%	3,000,000	0.6%	COM
OTEX Open Text	$605,784,752	$81,076,721 â–²	15.5%	27,238,523	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$589,914,347	$52,359,892 â–¼	-8.2%	2,005,420	0.5%	Finance
NVIDIA CORPORATION	$570,375,200	$570,375,200 â–²	New Holding	3,270,500	0.5%	COM
SLF Sun Life Financial	$567,036,208	$71,591,162 â–¼	-11.2%	9,063,878	0.5%	Finance
HD Home Depot	$566,524,536	$43,935,757 â–²	8.4%	1,722,535	0.5%	Retail/Wholesale
JNJ Johnson & Johnson	$535,398,888	$82,807,961 â–¼	-13.4%	2,190,308	0.5%	Medical
PBA Pembina Pipeline	$524,894,567	$1,824,910 â–¼	-0.3%	11,726,867	0.5%	Energy
SHW Sherwin-Williams	$512,208,448	$26,928,123 â–¼	-5.0%	1,597,905	0.5%	Basic Materials
IVV iShares Core S&P 500 ETF	$504,419,213	$450,349,755 â–²	832.9%	772,216	0.5%	ETF
NTR Nutrien	$483,232,484	$107,773,859 â–¼	-18.2%	6,403,823	0.4%	Basic Materials
MCD McDonald's	$478,099,445	$22,431,579 â–²	4.9%	1,538,336	0.4%	Retail/Wholesale
COST Costco Wholesale	$469,291,626	$142,672,833 â–²	43.7%	470,973	0.4%	Retail/Wholesale
BSX Boston Scientific	$455,109,812	$316,955,772 â–²	229.4%	7,252,746	0.4%	Medical
MA Mastercard	$452,656,984	$14,037,448 â–¼	-3.0%	905,930	0.4%	Business Services
NFLX Netflix	$445,743,516	$108,645,846 â–²	32.2%	4,635,918	0.4%	Consumer Discretionary
DHR Danaher	$442,625,182	$170,458,363 â–²	62.6%	2,334,521	0.4%	Medical
TFII TFI International	$432,402,041	$69,335,487 â–¼	-13.8%	3,980,503	0.4%	Transportation
XOM ExxonMobil	$430,337,161	$266,293,416 â–²	162.3%	2,536,468	0.4%	Energy
CAE CAE	$427,102,957	$151,258,335 â–¼	-26.2%	16,395,507	0.4%	Aerospace
CSCO Cisco Systems	$422,639,325	$180,475,038 â–¼	-29.9%	5,447,085	0.4%	Computer and Technology
FTS Fortis	$421,835,777	$47,257,031 â–¼	-10.1%	7,561,136	0.4%	Utilities
META PLATFORMS INC	$400,491,000	$400,491,000 â–²	New Holding	700,000	0.4%	CL A
ETN Eaton	$381,494,041	$72,909,956 â–¼	-16.0%	1,066,609	0.4%	Industrials
KGC Kinross Gold	$380,098,155	$166,732,530 â–²	78.1%	12,454,068	0.3%	Basic Materials
META Meta Platforms	$378,088,678	$10,321,225 â–¼	-2.7%	660,844	0.3%	Computer and Technology
LINDE PLC	$374,466,367	$140,251,000 â–²	59.9%	755,338	0.3%	SHS
ASML ASML	$369,144,248	$271,258,857 â–²	277.1%	279,479	0.3%	Computer and Technology
AVGO Broadcom	$363,373,716	$150,688,967 â–¼	-29.3%	1,174,029	0.3%	Computer and Technology
EMR Emerson Electric	$354,229,210	$92,983,715 â–¼	-20.8%	2,703,627	0.3%	Industrials
GIB CGI Group	$349,151,039	$42,099,679 â–¼	-10.8%	4,776,348	0.3%	Computer and Technology
ORCL Oracle	$346,638,824	$29,107,920 â–¼	-7.7%	2,356,324	0.3%	Computer and Technology
CIGI Colliers International Group	$344,632,066	$87,835,361 â–²	34.2%	3,224,175	0.3%	Finance
STN Stantec	$339,344,899	$4,106,506 â–¼	-1.2%	3,927,603	0.3%	Business Services
RBA RB Global	$332,570,649	$2,978,826 â–¼	-0.9%	3,469,699	0.3%	Business Services
VLO Valero Energy	$329,392,972	$16,483,695 â–¼	-4.8%	1,333,143	0.3%	Energy
TTWO Take-Two Interactive Software	$325,519,500	$315,644,500 â–²	3,196.4%	1,648,200	0.3%	Consumer Discretionary
GIL Gildan Activewear	$324,672,562	$52,285,679 â–¼	-13.9%	5,834,188	0.3%	Consumer Discretionary
TU TELUS	$318,496,770	$105,059,687 â–¼	-24.8%	24,824,378	0.3%	Utilities
RCI Rogers Communication	$318,036,330	$68,512,978 â–¼	-17.7%	8,271,426	0.3%	Utilities
CME CME Group	$311,065,278	$124,234,252 â–²	66.5%	1,053,209	0.3%	Finance
SYK Stryker	$303,036,870	$25,194,967 â–²	9.1%	922,234	0.3%	Medical
IBKR Interactive Brokers Group	$298,740,109	$38,482,217 â–¼	-11.4%	4,454,154	0.3%	Finance
UNH UnitedHealth Group	$296,635,370	$57,366,162 â–¼	-16.2%	1,096,254	0.3%	Medical
KLAC KLA	$292,211,544	$137,007,751 â–²	88.3%	198,458	0.3%	Computer and Technology
BYDGF Boyd Group Services	$289,696,494	$13,254,351 â–¼	-4.4%	2,265,732	0.3%	Consumer Staples
BIP Brookfield Infrastructure Partners	$276,988,748	$54,753,838 â–¼	-16.5%	7,668,570	0.3%	Finance
AMAT Applied Materials	$275,854,608	$226,718,878 â–²	461.4%	807,088	0.3%	Computer and Technology
DSGX The Descartes Systems Group	$274,346,227	$88,698,119 â–²	47.8%	3,833,793	0.3%	Computer and Technology
ETR Entergy	$267,538,935	$110,128,306 â–²	70.0%	2,381,087	0.2%	Utilities
QSR Restaurant Brands International	$264,995,793	$17,150,416 â–¼	-6.1%	3,585,870	0.2%	Retail/Wholesale
ABT Abbott Laboratories	$261,062,089	$17,351,949 â–²	7.1%	2,542,730	0.2%	Medical
NET Cloudflare	$250,269,786	$13,412,100 â–²	5.7%	1,212,900	0.2%	Computer and Technology
PG Procter & Gamble	$245,871,401	$37,412,415 â–²	17.9%	1,702,239	0.2%	Consumer Staples
ACN Accenture	$240,494,837	$19,040,401 â–²	8.6%	1,212,844	0.2%	Computer and Technology
INTU Intuit	$233,577,729	$161,250,067 â–²	222.9%	540,214	0.2%	Computer and Technology
PSA Public Storage	$233,381,269	$92,557,258 â–²	65.7%	861,567	0.2%	Finance
WMB Williams Companies	$232,205,391	$18,961,519 â–¼	-7.5%	3,190,511	0.2%	Energy
WPM Wheaton Precious Metals	$231,395,757	$179,050,712 â–²	342.1%	1,766,245	0.2%	Basic Materials
CVX Chevron	$227,548,206	$220,368,776 â–²	3,069.4%	1,099,798	0.2%	Energy
CHENIERE ENERGY INC	$227,008,000	$227,008,000 â–²	New Holding	800,000	0.2%	COM NEW
ELV Elevance Health	$226,614,555	$3,481,676 â–²	1.6%	774,089	0.2%	Medical
CB Chubb	$224,782,839	$134,173,647 â–²	148.1%	689,666	0.2%	Finance
LHX L3Harris Technologies	$216,262,361	$110,347,906 â–²	104.2%	626,575	0.2%	Aerospace
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$213,987,355	$250,467 â–¼	-0.1%	1,467,778	0.2%	ETF
WALMART INC	$213,905,765	$217,068,318 â–¼	-50.4%	1,721,160	0.2%	COM
PGR Progressive	$201,423,536	$9,711,381 â–²	5.1%	1,016,059	0.2%	Finance
PEP PepsiCo	$200,771,956	$538,856 â–¼	-0.3%	1,292,884	0.2%	Consumer Staples
LITE Lumentum	$199,187,483	$286,444,975 â–¼	-59.0%	283,436	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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1832 Asset Management L.P. Top Holdings and 13F Report (2026)

About 1832 Asset Management L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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1832 Asset Management L.P. Top Holdings and 13F Report (2026)

About 1832 Asset Management L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of1832 Asset Management L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools