1832 Asset Management L.P. Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$29.5T

Holdings

668

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (668 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
17,717,201$1.0T3.47%
2
RYROYAL BK CDA MONTREAL QUE
11,991,751$914.6B3.10%
3
MSFTMICROSOFT CORP
8,483,686$839.1B2.84%
4
BNSBANK N S HALIFAX
14,361,170$816.1B2.76%
5
CMCDN IMPERIAL BK COMM TORONTO
8,662,158$754.5B2.55%
6
CRCCANADIAN NAT RES LTD
19,138,965$689.5B2.33%
7
CNRCANADIAN NATL RY CO
8,172,880$674.6B2.28%
8
VVISA INC
4,838,039$642.8B2.18%
9
SUSUNCOR ENERGY INC NEW
15,507,990$631.0B2.14%
10
ENBENBRIDGE INC
15,073,868$535.6B1.81%
11
TRPTRANSCANADA CORP
11,881,620$513.0B1.74%
12
CP.TOCANADIAN PAC RY LTD
2,732,919$502.5B1.70%
13
BAMBROOKFIELD ASSET MGMT INC
12,201,148$497.9B1.69%
14
BCEBCE INC
11,874,629$485.5B1.64%
15
JNJJOHNSON & JOHNSON
3,954,730$481.3B1.63%
16
MFCMANULIFE FINL CORP
23,782,166$428.2B1.45%
17
FTSFORTIS INC
13,090,330$419.3B1.42%
18
COSTCOSTCO WHSL CORP NEW
1,882,878$393.9B1.33%
19
RCI/BROGERS COMMUNICATIONS INC
7,988,462$385.4B1.31%
20
PPLPEMBINA PIPELINE CORP
10,722,694$371.3B1.26%
21
TTELUS CORP
10,288,659$366.8B1.24%
22
CMCSACOMCAST CORP NEW
11,084,540$364.0B1.23%
23
ORCLORACLE CORP
8,147,187$360.2B1.22%
24
UNHUNITEDHEALTH GROUP INC
1,465,886$359.8B1.22%
25
LIESUN LIFE FINL INC
8,735,646$352.0B1.19%
26
MCDMCDONALDS CORP
2,087,765$326.9B1.11%
27
AAPLAPPLE INC
1,742,020$326.3B1.10%
28
AMTAMERICAN TOWER CORP NEW
2,242,745$323.1B1.09%
29
MAMASTERCARD INCORPORATED
1,577,256$310.6B1.05%
30
HONHONEYWELL INTL INC
2,134,434$307.6B1.04%
31
MDTMEDTRONIC PLC
3,560,167$304.8B1.03%
32
PFEPFIZER INC
8,040,472$291.8B0.99%
33
HDHOME DEPOT INC
1,386,315$270.7B0.92%
34
BMOBANK MONTREAL QUE
3,231,764$252.3B0.85%
35
WCNWASTE CONNECTIONS INC
3,243,153$245.2B0.83%
36
AMZNAMAZON COM INC
139,224$235.9B0.80%
37
PGRPROGRESSIVE CORP OHIO
3,842,303$227.3B0.77%
38
SJR/BEURSHAW COMMUNICATIONS INC
10,851,107$221.0B0.75%
39
MDLZMONDELEZ INTL INC
5,258,121$215.4B0.73%
40
KOCOCA COLA CO
4,893,414$214.6B0.73%
41
NTRNUTRIEN LTD
3,843,562$207.4B0.70%
42
ALLERGAN PLC
1,217,774$202.9B0.69%
43
FNVFRANCO NEVADA CORP
2,482,089$181.6B0.61%
44
WYWEYERHAEUSER CO
4,797,705$174.7B0.59%
45
BACBANK AMER CORP
6,147,139$173.3B0.59%
46
QSRRESTAURANT BRANDS INTL INC
2,796,773$169.7B0.57%
47
DOWDUPONT INC
2,573,022$169.5B0.57%
48
GOOGLALPHABET INC
148,188$168.3B0.57%
49
KEYSKEYSIGHT TECHNOLOGIES INC
2,738,920$161.6B0.55%
50
ZTSZOETIS INC
1,880,384$160.1B0.54%
51
NOWSERVICENOW INC
929,500$158.2B0.54%
52
JPMJPMORGAN CHASE & CO
1,490,798$156.0B0.53%
53
GIBGROUPE CGI INC
2,446,180$155.6B0.53%
54
PANWPALO ALTO NETWORKS INC
762,700$154.6B0.52%
55
PYPLPAYPAL HLDGS INC
1,866,700$153.6B0.52%
56
MMM3M CO
767,225$151.4B0.51%
57
TRVCCITIGROUP INC
2,232,239$149.1B0.50%
58
UNPUNION PAC CORP
1,038,614$147.0B0.50%
59
BIPBROOKFIELD INFRAST PARTNERS
3,813,132$146.4B0.50%
60
GOOGALPHABET INC
129,838$145.8B0.49%
61
UTXZUNITED TECHNOLOGIES CORP
1,108,508$138.4B0.47%
62
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
1,660,118$131.3B0.44%
63
DWDMORGAN STANLEY
2,762,154$130.8B0.44%
64
DHRDANAHER CORP DEL
1,295,787$127.5B0.43%
65
ANETEURARISTA NETWORKS INC
482,500$122.5B0.41%
66
PFPTPROOFPOINT INC
1,062,000$120.9B0.41%
67
ROSTROSS STORES INC
1,346,015$113.9B0.39%
68
ENCANA CORP
8,496,913$110.9B0.38%
69
CITCINTAS CORP
572,290$105.9B0.36%
70
R6C2ROYAL DUTCH SHELL PLC
1,457,341$105.8B0.36%
71
WMTWALMART INC
1,230,374$105.5B0.36%
72
NIELSEN HLDGS PLC
3,293,301$101.8B0.34%
73
BDXBECTON DICKINSON & CO
408,154$98.1B0.33%
74
NEENEXTERA ENERGY INC
585,764$97.9B0.33%
75
UPSUNITED PARCEL SERVICE INC
912,669$97.1B0.33%
76
TMOTHERMO FISHER SCIENTIFIC INC
437,800$90.7B0.31%
77
EQIXEQUINIX INC
208,042$89.3B0.30%
78
SPLKCHFSPLUNK INC
910,300$89.0B0.30%
79
BZUNBAOZUN INC
1,627,800$89.0B0.30%
80
ELVANTHEM INC
369,792$87.7B0.30%
81
NVDANVIDIA CORP
378,500$87.7B0.30%
82
SHWSHERWIN WILLIAMS CO
212,428$87.0B0.29%
83
TECK/BTECK RESOURCES LTD
3,376,200$85.9B0.29%
84
EMBISHARES TR
794,480$84.8B0.29%
85
MAXAR TECHNOLOGIES LTD
1,664,719$84.7B0.29%
86
FIVEFIVE BELOW INC
891,600$84.6B0.29%
87
NFLXNETFLIX INC
218,918$84.3B0.29%
88
BXMTBLACKSTONE MTG TR INC
2,664,900$83.7B0.28%
89
AFWALIGN TECHNOLOGY INC
248,087$82.7B0.28%
90
GRUBHUB INC
787,700$80.8B0.27%
91
ABMDEURABIOMED INC
201,800$80.5B0.27%
92
LULULULULEMON ATHLETICA INC
644,460$80.4B0.27%
93
XYZSQUARE INC
1,334,700$79.8B0.27%
94
ROLROLLINS INC
1,496,233$78.7B0.27%
95
BABAALIBABA GROUP HLDG LTD
422,760$78.4B0.27%
96
EQREQUITY RESIDENTIAL
1,186,900$75.5B0.26%
97
ILMNILLUMINA INC
274,300$74.8B0.25%
98
ATVIEURACTIVISION BLIZZARD INC
944,200$72.0B0.24%
99
AEMAGNICO EAGLE MINES LTD
1,488,245$68.2B0.23%
100
IGFISHARES TR
1,544,692$66.4B0.22%
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