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 $199.41 billion in total holdings as of June 30, 2026.
1832 Asset Management L.P. owns shares of 630 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 47.15% of the portfolio was purchased this quarter.
About 7.40% of the portfolio was sold this quarter.
This quarter, 1832 Asset Management L.P. has purchased 647 new stocks and bought additional shares in 223 stocks.
1832 Asset Management L.P. sold shares of 272 stocks and completely divested from 93 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF TR: $112,090,923,770
Royal Bank Of Canada: $3,526,088,076
Toronto Dominion Bank: $3,410,180,498
Microsoft: $2,456,994,334
Canadian National Railway: $1,969,647,339

Largest New Holdings this Quarter

874039900 - TAIWAN SEMICONDUCTOR MANUFAC: $811,869,000 Holding
884903881 - THOMSON REUTERS CORP: $626,507,557 Holding
874054909 - TAKE-TWO INTERACTIVE SOFTWAR: $624,950,000 Holding
969457900 - WILLIAMS COS INC: $557,550,000 Holding
101137907 - BOSTON SCIENTIFIC CORP: $448,140,000 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF TR: 107,601,000 shares (about $80.35B)
TAIWAN SEMICONDUCTOR MANUFAC: 1,700,000 shares (about $811.87M)
THOMSON REUTERS CORP: 7,671,208 shares (about $626.51M)
TAKE-TWO INTERACTIVE SOFTWAR: 2,500,000 shares (about $624.95M)
WILLIAMS COS INC: 7,500,000 shares (about $557.55M)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing: 844,601 shares (about $403.36M)
Micron Technology: 323,016 shares (about $372.85M)
Home Depot: 907,127 shares (about $319.93M)
Netflix: 3,917,834 shares (about $279.73M)
Amazon.com: 1,166,776 shares (about $278.09M)

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	$112,090,923,770	$80,353,198,770 â–²	253.2%	150,101,000	56.2%	TR UNIT
RY Royal Bank Of Canada	$3,526,088,076	$109,877,268 â–²	3.2%	17,036,711	1.8%	Finance
TD Toronto Dominion Bank	$3,410,180,498	$274,732,582 â–¼	-7.5%	28,083,509	1.7%	Finance
MSFT Microsoft	$2,456,994,334	$98,229,222 â–²	4.2%	6,586,763	1.2%	Technology
CNI Canadian National Railway	$1,969,647,339	$258,142,199 â–¼	-11.6%	16,518,344	1.0%	Industrials
NVDA NVIDIA	$1,887,906,976	$6,274,622 â–¼	-0.3%	9,435,289	0.9%	Technology
BN Brookfield	$1,809,967,311	$19,087,049 â–¼	-1.0%	42,497,472	0.9%	Finance
AMZN Amazon.com	$1,712,028,158	$278,089,392 â–¼	-14.0%	7,183,134	0.9%	Consumer Discretionary
GOOGL Alphabet	$1,698,136,471	$322,729,054 â–²	23.5%	4,751,760	0.9%	Communication Services
BMO Bank Of Montreal	$1,643,983,050	$52,324,404 â–¼	-3.1%	9,303,809	0.8%	Finance
ENB Enbridge	$1,551,523,593	$24,419,057 â–¼	-1.5%	28,620,616	0.8%	Energy
AAPL Apple	$1,437,265,009	$30,720,194 â–¼	-2.1%	4,967,048	0.7%	Technology
BNS Bank of Nova Scotia	$1,411,161,463	$174,039,865 â–¼	-11.0%	16,250,132	0.7%	Finance
TRP TC Energy	$1,358,938,835	$101,962,571 â–¼	-7.0%	20,499,907	0.7%	Energy
MICROSOFT CORP	$1,268,268,000	$37,302,000 â–¼	-2.9%	3,400,000	0.6%	COM
WCN Waste Connections	$1,242,954,656	$57,188,005 â–²	4.8%	7,456,684	0.6%	Industrials
CP Canadian Pacific Kansas City	$1,220,607,616	$4,868,604 â–¼	-0.4%	14,086,643	0.6%	Industrials
CNQ Canadian Natural Resources	$1,111,297,819	$7,803,778 â–²	0.7%	28,134,122	0.6%	Energy
V Visa	$1,079,480,535	$109,253,923 â–²	11.3%	3,146,348	0.5%	Finance
MFC Manulife Financial	$1,044,321,752	$100,033,652 â–¼	-8.7%	25,779,357	0.5%	Finance
SHOPIFY INC	$1,036,655,178	$126,581,204 â–¼	-10.9%	9,079,131	0.5%	CL A SUB VTG SHS
GOOG Alphabet	$954,084,986	$124,644,577 â–¼	-11.6%	2,700,266	0.5%	Communication Services
SU Suncor Energy	$920,765,847	$51,575,798 â–²	5.9%	17,152,866	0.5%	Energy
JPM JPMorgan Chase & Co.	$898,674,368	$242,240,239 â–²	36.9%	2,745,469	0.5%	Finance
TMO Thermo Fisher Scientific	$863,062,662	$124,425,018 â–¼	-12.6%	1,721,443	0.4%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$846,422,622	$403,356,099 â–¼	-32.3%	1,772,353	0.4%	Technology
AMAZON COM INC	$834,190,000	$119,170,000 â–²	16.7%	3,500,000	0.4%	COM
TAIWAN SEMICONDUCTOR MANUFAC	$811,869,000	$811,869,000 â–²	New Holding	1,700,000	0.4%	SPONSORED ADS
AVGO Broadcom	$656,953,713	$213,464,258 â–²	48.1%	1,739,123	0.3%	Technology
THOMSON REUTERS CORP	$626,507,557	$626,507,557 â–²	New Holding	7,671,208	0.3%	COM
TAKE-TWO INTERACTIVE SOFTWAR	$624,950,000	$624,950,000 â–²	New Holding	2,500,000	0.3%	COM
SLF Sun Life Financial	$624,625,181	$86,164,132 â–¼	-12.1%	7,965,126	0.3%	Finance
AEM Agnico Eagle Mines	$623,740,809	$15,897,722 â–²	2.6%	4,020,762	0.3%	Materials
NVIDIA CORPORATION	$620,279,000	$34,115,345 â–¼	-5.2%	3,100,000	0.3%	COM
KLAC KLA	$595,235,211	$535,358,448 â–²	894.1%	1,972,872	0.3%	Technology
ASML ASML	$594,156,203	$38,149,501 â–²	6.9%	298,655	0.3%	Technology
TJX TJX Companies	$586,176,983	$154,196,549 â–¼	-20.8%	3,869,155	0.3%	Consumer Discretionary
WILLIAMS COS INC	$557,550,000	$557,550,000 â–²	New Holding	7,500,000	0.3%	COM
IVV iShares Core S&P 500 ETF	$555,795,454	$22,509,387 â–¼	-3.9%	742,159	0.3%	ETF
OTEX Open Text	$554,680,167	$48,653,117 â–¼	-8.1%	25,041,994	0.3%	Technology
AMD Advanced Micro Devices	$553,409,721	$124,555,237 â–²	29.0%	952,660	0.3%	Technology
JNJ Johnson & Johnson	$549,091,775	$7,180,748 â–¼	-1.3%	2,162,034	0.3%	Healthcare
UNH UnitedHealth Group	$537,572,517	$81,936,467 â–²	18.0%	1,293,392	0.3%	Healthcare
FNV Franco-Nevada	$535,579,701	$8,412,222 â–¼	-1.5%	2,569,467	0.3%	Materials
SHOPIFY INC	$525,228,000	$102,762,000 â–¼	-16.4%	4,600,000	0.3%	CL A SUB VTG SHS
ETN Eaton	$497,591,829	$43,088,402 â–²	9.5%	1,167,727	0.2%	Industrials
CAE CAE	$490,158,790	$79,287,384 â–²	19.3%	19,559,409	0.2%	Industrials
LLY Eli Lilly and Company	$476,148,522	$355,046,873 â–²	293.2%	396,979	0.2%	Healthcare
MA Mastercard	$473,036,386	$7,750,738 â–²	1.7%	921,021	0.2%	Finance
PBA Pembina Pipeline	$460,349,236	$82,018,362 â–¼	-15.1%	9,953,497	0.2%	Energy
MCD McDonald's	$453,560,718	$37,733,114 â–²	9.1%	1,677,928	0.2%	Consumer Discretionary
NTR Nutrien	$452,259,617	$49,138,959 â–²	12.2%	7,184,426	0.2%	Materials
BOSTON SCIENTIFIC CORP	$448,140,000	$448,140,000 â–²	New Holding	10,500,000	0.2%	COM
CSCO Cisco Systems	$439,567,974	$200,246,630 â–¼	-31.3%	3,742,278	0.2%	Technology
META Meta Platforms	$424,383,249	$52,136,432 â–²	14.0%	753,401	0.2%	Communication Services
FTS Fortis	$420,244,182	$12,479,631 â–¼	-2.9%	7,343,075	0.2%	Utilities
RBA RB Global	$389,800,421	$14,246,027 â–¼	-3.5%	3,347,363	0.2%	Industrials
COST Costco Wholesale	$387,604,511	$52,976,602 â–¼	-12.0%	414,342	0.2%	Consumer Staples
IBKR Interactive Brokers Group	$377,831,849	$9,857,715 â–¼	-2.5%	4,340,899	0.2%	Finance
AMAT Applied Materials	$374,964,429	$208,560,195 â–¼	-35.7%	518,623	0.2%	Technology
DHR Danaher	$364,584,815	$80,094,745 â–¼	-18.0%	1,914,032	0.2%	Healthcare
SYK Stryker	$364,170,391	$73,814,238 â–²	25.4%	1,156,684	0.2%	Healthcare
SHW Sherwin-Williams	$355,239,764	$194,950,885 â–¼	-35.4%	1,031,714	0.2%	Materials
ELV Elevance Health	$355,109,795	$55,746,356 â–²	18.6%	918,237	0.2%	Healthcare
KGC Kinross Gold	$337,595,653	$43,430,566 â–²	14.8%	14,292,788	0.2%	Materials
PSA Public Storage	$336,409,107	$62,163,715 â–²	22.7%	1,056,860	0.2%	Real Estate
CIGI Colliers International Group	$334,165,892	$31,770,518 â–²	10.5%	3,562,916	0.2%	Real Estate
GIL Gildan Activewear	$330,005,736	$28,961,635 â–²	9.6%	6,395,460	0.2%	Consumer Discretionary
TFII TFI International	$315,484,882	$255,995,935 â–¼	-44.8%	2,197,429	0.2%	Industrials
ETR Entergy	$313,750,542	$40,258,889 â–²	14.7%	2,731,591	0.2%	Utilities
STN Stantec	$309,693,737	$39,042,614 â–²	14.4%	4,494,177	0.2%	Industrials
EMR Emerson Electric	$304,177,860	$82,846,345 â–¼	-21.4%	2,124,889	0.2%	Industrials
DDOG Datadog	$298,528,776	$99,691,844 â–¼	-25.0%	1,146,600	0.1%	Technology
WPM Wheaton Precious Metals	$297,068,204	$98,683,566 â–²	49.7%	2,644,838	0.1%	Materials
WMB Williams Companies	$290,215,629	$53,033,041 â–²	22.4%	3,903,896	0.1%	Energy
HD Home Depot	$287,578,093	$319,925,550 â–¼	-52.7%	815,408	0.1%	Consumer Discretionary
PGR Progressive	$276,397,139	$54,439,051 â–²	24.5%	1,265,265	0.1%	Finance
URI United Rentals	$269,594,966	$2,594,318 â–¼	-1.0%	237,971	0.1%	Industrials
RCI Rogers Communication	$268,097,635	$723,710 â–¼	-0.3%	8,249,158	0.1%	Communication Services
BIP Brookfield Infrastructure Partners	$266,785,943	$13,040,176 â–¼	-4.7%	7,311,207	0.1%	Utilities
DSGX The Descartes Systems Group	$264,925,119	$526,709 â–¼	-0.2%	3,826,186	0.1%	Technology
RTX RTX	$264,431,065	$88,167,911 â–²	50.0%	1,393,723	0.1%	Industrials
GIB CGI Group	$263,864,918	$44,543,873 â–¼	-14.4%	4,086,494	0.1%	Technology
SNOW Snowflake	$255,747,050	$32,576,000 â–²	14.6%	1,004,900	0.1%	Technology
TER Teradyne	$254,248,243	$246,313,267 â–²	3,104.1%	525,480	0.1%	Technology
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$251,808,069	$25,344,601 â–²	11.2%	1,632,044	0.1%	ETF
LINDE PLC	$246,708,228	$145,266,874 â–¼	-37.1%	475,408	0.1%	SHS
MAA Mid-America Apartment Communities	$241,000,461	$94,709,285 â–²	64.7%	1,734,565	0.1%	Real Estate
FSV FirstService	$239,378,611	$179,970,094 â–²	302.9%	1,684,460	0.1%	Real Estate
ABT Abbott Laboratories	$237,351,068	$6,623,748 â–²	2.9%	2,615,727	0.1%	Healthcare
BKNG Booking	$236,794,157	$227,238,711 â–²	2,378.1%	1,328,513	0.1%	Consumer Discretionary
ORCL Oracle	$236,377,529	$108,941,753 â–¼	-31.5%	1,612,948	0.1%	Technology
QSR Restaurant Brands International	$232,455,168	$27,556,265 â–¼	-10.6%	3,205,836	0.1%	Consumer Discretionary
AZNCF AstraZeneca	$230,508,898	$108,902,748 â–²	89.6%	1,215,636	0.1%	Healthcare
BYDGF Boyd Group Services	$223,565,297	$9,181,736 â–²	4.3%	2,362,770	0.1%	Industrials
ASTERA LABS INC	$218,228,436	$192,676,678 â–¼	-46.9%	451,800	0.1%	COM
TECK Teck Resources	$217,274,273	$54,424,749 â–²	33.4%	3,654,125	0.1%	Materials
PG Procter & Gamble	$211,296,949	$38,319,378 â–¼	-15.4%	1,440,923	0.1%	Consumer Staples
LAM RESEARCH CORP	$210,618,313	$153,904,516 â–²	271.4%	486,046	0.1%	COM NEW
CVE Cenovus Energy	$209,405,208	$128,322,332 â–²	158.3%	8,440,355	0.1%	Energy

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