1832 Asset Management L.P. Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$48.6B

Holdings

882

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (882 positions)

StockValue
CVECENOVUS ENERGY INC
$104.2M
AZOAUTOZONE INC
$103.4M
WINGWINGSTOP INC
$103.2M
WRBBERKLEY W R CORP
$101.3M
HUBSHUBSPOT INC
$99.0M
LSCCLATTICE SEMICONDUCTOR CORP
$98.2M
LRCXEURLAM RESEARCH CORP
$97.1M
GRT-UCADGRANITE REAL ESTATE INVT TR
$96.2M
BPBP PLC
$96.0M
XIFRNEXTERA ENERGY PARTNERS LP
$93.7M
FSLRFIRST SOLAR INC
$93.4M
ELLAUDER ESTEE COS INC
$91.9M
8CWCROWN CASTLE INC
$91.1M
ABNBAIRBNB INC
$90.5M
FIVEFIVE BELOW INC
$88.7M
XLKSELECT SECTOR SPDR TR
$87.4M
ELVELEVANCE HEALTH INC
$87.0M
CRWDCROWDSTRIKE HLDGS INC
$86.4M
GMABGENMAB A/S
$84.7M
DTDYNATRACE INC
$84.6M
SCHPSCHWAB STRATEGIC TR
$84.6M
FTNTFORTINET INC
$84.3M
SWAVUSDSHOCKWAVE MED INC
$83.6M
ETNEATON CORP PLC
$82.9M
TDYTELEDYNE TECHNOLOGIES INC
$82.6M
TXNTEXAS INSTRS INC
$82.3M
ARGXARGENX SE
$82.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$79.0M
ONONON HLDG AG
$78.9M
FEFIRSTENERGY CORP
$78.5M
CMCSACOMCAST CORP NEW
$78.5M
OTXOPEN TEXT CORP
$76.7M
APOAPOLLO GLOBAL MGMT INC
$76.2M
TELTE CONNECTIVITY LTD
$76.2M
SCCOSOUTHERN COPPER CORP
$75.6M
GDXVANECK ETF TRUST
$73.4M
EMBISHARES TR
$73.1M
DISDISNEY WALT CO
$73.1M
CWENCLEARWAY ENERGY INC
$72.9M
PFEPFIZER INC
$72.8M
HYGISHARES TR
$72.8M
AEMAGNICO EAGLE MINES LTD
$72.0M
ISRGINTUITIVE SURGICAL INC
$71.5M
PEOEXELON CORP
$71.0M
AWCAMERICAN WTR WKS CO INC NEW
$70.4M
GUNRFLEXSHARES TR
$70.4M
IBKRINTERACTIVE BROKERS GROUP IN
$69.7M
JNKSPDR SER TR
$68.9M
USHYISHARES TR
$68.8M
ICVTISHARES TR
$68.6M
DDOGDATADOG INC
$68.4M
HDBHDFC BANK LTD
$68.3M
WFCWELLS FARGO CO NEW
$68.0M
RTXRAYTHEON TECHNOLOGIES CORP
$67.6M
EWEDWARDS LIFESCIENCES CORP
$67.1M
WMTWALMART INC
$66.7M
VSSVANGUARD INTL EQUITY INDEX F
$66.5M
RACEFERRARI N V
$66.3M
ESEVERSOURCE ENERGY
$64.9M
WECWEC ENERGY GROUP INC
$64.7M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$64.6M
CELHCELSIUS HLDGS INC
$63.1M
ATOATMOS ENERGY CORP
$61.3M
EFXEQUIFAX INC
$61.3M
AOSSMITH A O CORP
$61.0M
BAMBROOKFIELD ASSET MANAGMT LTD
$59.3M
CMSCMS ENERGY CORP
$59.3M
FSVFIRSTSERVICE CORP NEW
$59.3M
CSXCSX CORP
$58.1M
KGCKINROSS GOLD CORP
$58.0M
IWCISHARES TR
$56.7M
MAAMID-AMER APT CMNTYS INC
$56.1M
SHOPSHOPIFY INC
$55.2M
PCGPG&E CORP
$55.0M
VBKVANGUARD INDEX FDS
$52.7M
BNDXVANGUARD CHARLOTTE FDS
$51.0M
LLYLILLY ELI & CO
$50.3M
AGGISHARES TR
$50.3M
DECKDECKERS OUTDOOR CORP
$50.1M
MRVLMARVELL TECHNOLOGY INC
$49.9M
TCN1EURTRICON RESIDENTIAL INC
$49.8M
ATDATI INC
$49.3M
IVVISHARES TR
$49.1M
ACWIISHARES TR
$48.8M
SHELSHELL PLC
$47.7M
EVRGEVERGY INC
$47.5M
VCLTVANGUARD SCOTTSDALE FDS
$46.5M
DDDUPONT DE NEMOURS INC
$46.1M
STWDSTARWOOD PPTY TR INC
$45.9M
SBUXSTARBUCKS CORP
$45.3M
AMDADVANCED MICRO DEVICES INC
$44.9M
XLVSELECT SECTOR SPDR TR
$44.8M
MCHPMICROCHIP TECHNOLOGY INC.
$44.5M
EFXENERFLEX LTD
$44.3M
T7DTRANSDIGM GROUP INC
$43.9M
CAECAE INC
$43.7M
INSPINSPIRE MED SYS INC
$43.2M
SCZISHARES TR
$42.9M
ARESARES MANAGEMENT CORPORATION
$42.0M
XLFSELECT SECTOR SPDR TR
$41.5M
PreviousPage 2 of 9Next