Funds › 1832 Asset Management L.P.
1832 Asset Management L.P.
13F for Q3 2026, filed Nov 10, 2026. 599 positions worth $200.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$200.2B
+$767.3M (0.4%) vs Q2 2026
Positions
599
618 in Q2 2026
Top 10 share
10.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TD Toronto Dominion Bank | 26.70M | $3.1B | 1.6% | -4.9% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 6.10M | $3.1B | 1.6% | -7.4% | 13F ↗ |
| 3 | RY Royal Bank of Canada | 15.73M | $3.1B | 1.5% | -7.7% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 9.72M | $2.2B | 1.1% | +3.0% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 8.00M | $2.0B | 1.0% | +11.3% | 13F ↗ |
| 6 | AAPL Apple Inc. | 5.44M | $1.8B | 0.9% | +9.4% | 13F ↗ |
| 7 | CNI Canadian National Railway Company | 15.18M | $1.8B | 0.9% | -8.1% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 4.82M | $1.7B | 0.8% | +1.4% | 13F ↗ |
| 9 | BN Brookfield Corporation | 42.28M | $1.5B | 0.8% | -0.5% | 13F ↗ |
| 10 | BMO Bank of Montreal | 8.95M | $1.5B | 0.7% | -3.8% | 13F ↗ |
| 11 | BNS Bank Nova Scotia B C | 16.13M | $1.5B | 0.7% | -0.8% | 13F ↗ |
| 12 | CNQ Canadian Natural Resources Limited | 28.60M | $1.3B | 0.7% | +1.6% | 13F ↗ |
| 13 | ENB Enbridge Inc | 28.34M | $1.3B | 0.7% | -1.0% | 13F ↗ |
| 14 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2.83M | $1.3B | 0.6% | +59.6% | 13F ↗ |
| 15 | SU Suncor Energy Inc. | 18.79M | $1.3B | 0.6% | +9.6% | 13F ↗ |
| 16 | TRP TC Energy Corporation | 20.78M | $1.2B | 0.6% | +1.4% | 13F ↗ |
| 17 | CP Canadian Pacific Kansas City Limited | 13.51M | $1.1B | 0.6% | -4.1% | 13F ↗ |
| 18 | WCN Waste Connections, Inc. | 7.44M | $1.1B | 0.6% | -0.3% | 13F ↗ |
| 19 | V Visa Inc. | 3.09M | $1.1B | 0.6% | -1.9% | 13F ↗ |
| 20 | MFC Manulife Financial Corporation | 23.55M | $1.0B | 0.5% | -8.7% | 13F ↗ |
| 21 | SHOP Shopify Inc. | 6.68M | $990.3M | 0.5% | -26.5% | 13F ↗ |
| 22 | AEM Agnico Eagle Mines Limited | 5.29M | $969.3M | 0.5% | +31.5% | 13F ↗ |
| 23 | FNV Franco-Nevada Corporation | 3.85M | $916.3M | 0.5% | +49.8% | 13F ↗ |
| 24 | META Meta Platforms, Inc. | 1.17M | $852.0M | 0.4% | +55.9% | 13F ↗ |
| 25 | TMO Thermo Fisher Scientific Inc | 1.22M | $820.2M | 0.4% | -29.4% | 13F ↗ |
| 26 | GOOG Alphabet Inc. Class C | 2.36M | $805.1M | 0.4% | -12.5% | 13F ↗ |
| 27 | JPM JPMorgan Chase & Co. | 2.00M | $661.4M | 0.3% | -27.2% | 13F ↗ |
| 28 | TRI Thomson Reuters Corp | 6.23M | $605.9M | 0.3% | -18.8% | 13F ↗ |
| 29 | AVGO Broadcom Inc. | 1.65M | $581.2M | 0.3% | -4.8% | 13F ↗ |
| 30 | iShares Tr Core S&P500 Etf | 720,757 | $552.0M | 0.3% | -2.9% | 13F ↗ |
| 31 | MA Mastercard Incorporated | 980,532 | $540.7M | 0.3% | +6.5% | 13F ↗ |
| 32 | CAE CAE Inc | 20.19M | $484.8M | 0.2% | +3.2% | 13F ↗ |
| 33 | JNJ Johnson & Johnson | 1.82M | $482.2M | 0.2% | -15.8% | 13F ↗ |
| 34 | SLF Sun Life Financial Inc. | 6.14M | $479.1M | 0.2% | -22.9% | 13F ↗ |
| 35 | OTEX Open Text Corporation | 21.27M | $477.0M | 0.2% | -15.0% | 13F ↗ |
| 36 | NTR Nutrien Ltd. | 6.74M | $473.4M | 0.2% | -6.2% | 13F ↗ |
| 37 | ABT Abbott Laboratories | 4.68M | $462.5M | 0.2% | +78.9% | 13F ↗ |
| 38 | ANET Arista Networks, Inc. | 2.21M | $449.9M | 0.2% | +187% | 13F ↗ |
| 39 | UNH UnitedHealth Group Incorporated | 1.22M | $446.8M | 0.2% | -5.9% | 13F ↗ |
| 40 | PBA Pembina Pipeline Corp. | 9.82M | $437.9M | 0.2% | -1.3% | 13F ↗ |
| 41 | TJX TJX Companies, Inc. | 3.27M | $432.1M | 0.2% | -15.6% | 13F ↗ |
| 42 | RCI Rogers Communication, Inc. | 13.19M | $406.4M | 0.2% | +60.0% | 13F ↗ |
| 43 | FTS Fortis Inc. | 7.38M | $389.8M | 0.2% | +0.5% | 13F ↗ |
| 44 | KGC Kinross Gold Corporation | 16.07M | $387.1M | 0.2% | +12.5% | 13F ↗ |
| 45 | ELV Elevance Health, Inc. | 972,022 | $377.9M | 0.2% | +5.9% | 13F ↗ |
| 46 | COST Costco Wholesale Corporation | 408,437 | $371.8M | 0.2% | -1.4% | 13F ↗ |
| 47 | CSCO Cisco Systems, Inc. | 3.43M | $368.7M | 0.2% | -8.5% | 13F ↗ |
| 48 | WPM Wheaton Precious Metals Corp | 2.69M | $359.3M | 0.2% | +1.6% | 13F ↗ |
| 49 | IBKR Interactive Brokers Group, Inc. | 4.10M | $350.6M | 0.2% | -5.4% | 13F ↗ |
| 50 | RBA RB Global, Inc. | 4.22M | $343.4M | 0.2% | +26.1% | 13F ↗ |
Showing the top 50 of 599 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
54 new, 209 added to, 259 trimmed, 73 exited, 77 unchanged. By estimated dollars.
New positions (54)
| LITE Lumentum Holdings Inc. | 248,736 | New | $241.6M |
| XOM ExxonMobil Holdings Corporation | 1.21M | New | $197.2M |
| Ncl Corp Ltd Note 0.750% 9/1 | 2.00M | New | $167.7M |
| GILD Gilead Sciences, Inc. | 770,058 | New | $114.8M |
| AMGN Amgen Inc. | 259,840 | New | $109.5M |
| NTRA Natera, Inc. | 231,757 | New | $95.8M |
| VEEV Veeva Systems Inc. | 291,214 | New | $83.1M |
| SKHY SK hynix Inc. · American Deposit | 413,650 | New | $76.2M |
| A Agilent Technologies, Inc. | 441,155 | New | $76.0M |
| TEVA Teva Pharmaceutical Industries Limited | 1.68M | New | $66.5M |
Added to (209)
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2.83M | +59.6% | $482.2M |
| META Meta Platforms, Inc. | 1.17M | +55.9% | $305.6M |
| FNV Franco-Nevada Corporation | 3.85M | +49.8% | $304.5M |
| ANET Arista Networks, Inc. | 2.21M | +187% | $293.4M |
| PLTR Palantir Technologies Inc. | 1.41M | +7040% | $259.5M |
| NET Cloudflare, Inc. | 930,720 | +383% | $256.3M |
| AEM Agnico Eagle Mines Limited | 5.29M | +31.5% | $232.4M |
| ABT Abbott Laboratories | 4.68M | +78.9% | $204.0M |
| ADI Analog Devices, Inc. | 711,609 | +259% | $203.6M |
| AMZN Amazon.com, Inc. | 8.00M | +11.3% | $202.5M |
Trimmed (259)
| SHOP Shopify Inc. | 6.68M | -26.5% | -$356.2M |
| TMO Thermo Fisher Scientific Inc | 1.22M | -29.4% | -$341.8M |
| AMD Advanced Micro Devices, Inc. | 410,314 | -56.9% | -$331.8M |
| ASML ASML Holding N.V. · Equities | 129,590 | -56.6% | -$306.3M |
| SYK Stryker Corporation | 216,793 | -81.3% | -$258.8M |
| RY Royal Bank of Canada | 15.73M | -7.7% | -$257.4M |
| MSFT Microsoft Corporation | 6.10M | -7.4% | -$248.3M |
| JPM JPMorgan Chase & Co. | 2.00M | -27.2% | -$246.9M |
| RTX RTX Corporation | 171,484 | -87.7% | -$226.9M |
| PANW Palo Alto Networks, Inc. | 16,940 | -97.0% | -$218.8M |
Exited (73)
| COHR Coherent Corp. | 511,146 | Exited | -$201.6M |
| CAVA CAVA Group, Inc. | 2.53M | Exited | -$198.2M |
| MRVL Marvell Technology, Inc. | 662,760 | Exited | -$197.4M |
| FLEX Flex Ltd. | 905,660 | Exited | -$146.8M |
| BROS Dutch Bros Inc. | 2.01M | Exited | -$144.5M |
| AFRM Affirm Holdings, Inc. | 1.53M | Exited | -$125.1M |
| VIK Viking Holdings Ltd | 961,185 | Exited | -$100.6M |
| ARM Arm Holdings plc | 249,400 | Exited | -$88.4M |
| UBS UBS Group AG | 1.70M | Exited | -$84.1M |
| RL Ralph Lauren Corporation | 188,956 | Exited | -$75.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 611 | $200.2B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 630 | $199.4B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 647 | $108.8B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 687 | $131.3B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 661 | $126.7B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 652 | $128.2B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 652 | $110.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer