1832 Asset Management L.P. Q2 2025 Filing

Filed August 13, 2025

Portfolio Value

$128.2T

Holdings

652

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (652 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
108,050,000$66.8T52.09%Put
2
MSFTMICROSOFT CORP
4,998,629$2.5T1.94%
3
RYROYAL BK CDA
16,476,797$2.2T1.69%
4
TDTORONTO DOMINION BK ONT
22,548,848$1.7T1.29%
5
NVDANVIDIA CORPORATION
10,454,937$1.7T1.29%
6
AQLTISHARES TR
7,000,000$1.5T1.18%Call
7
AMZNAMAZON COM INC
6,804,635$1.5T1.16%
8
ENBENBRIDGE INC
31,081,859$1.4T1.10%
9
NVDANVIDIA CORPORATION
7,440,500$1.2T0.92%Call
10
CPCANADIAN PACIFIC KANSAS CITY
14,707,875$1.2T0.91%
11
METAMETA PLATFORMS INC
1,549,602$1.1T0.89%
12
BNBROOKFIELD CORP
18,423,346$1.1T0.89%
13
CNRCANADIAN NATL RY CO
10,622,973$1.1T0.86%
14
VVISA INC
2,859,530$1.0T0.79%
15
CRCCANADIAN NAT RES LTD
31,314,155$983.3B0.77%
16
BNSBANK NOVA SCOTIA HALIFAX
17,015,979$940.5B0.73%
17
MFCMANULIFE FINL CORP
25,155,652$804.0B0.63%
18
BMOBANK MONTREAL QUE
6,855,991$758.5B0.59%
19
WCNWASTE CONNECTIONS INC
3,995,575$746.1B0.58%
20
SUSUNCOR ENERGY INC NEW
19,267,670$721.6B0.56%
21
TRPTC ENERGY CORP
14,223,225$694.0B0.54%
22
LIESUN LIFE FINANCIAL INC.
10,135,767$673.5B0.53%
23
ORCLORACLE CORP
3,067,572$670.7B0.52%
24
TTELUS CORPORATION
40,058,844$643.3B0.50%
25
JPMJPMORGAN CHASE & CO.
2,059,124$597.0B0.47%
26
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,484,359$562.7B0.44%
27
GOOGLALPHABET INC
3,041,719$536.0B0.42%
28
ETNEATON CORP PLC
1,500,000$535.5B0.42%Call
29
VRTVERTIV HOLDINGS CO
4,150,000$532.9B0.42%Call
30
AAPLAPPLE INC
2,582,340$529.8B0.41%
31
BIPBROOKFIELD INFRAST PARTNERS
15,403,263$516.0B0.40%
32
AVGOBROADCOM INC
1,832,839$505.2B0.39%
33
NTRNUTRIEN LTD
8,320,337$484.6B0.38%
34
TJXTJX COS INC NEW
3,770,334$465.6B0.36%
35
TMOTHERMO FISHER SCIENTIFIC INC
1,139,942$462.2B0.36%
36
QSRRESTAURANT BRANDS INTL INC
6,840,030$453.4B0.35%
37
ETNEATON CORP PLC
1,247,096$445.2B0.35%
38
AXONAXON ENTERPRISE INC
536,420$444.1B0.35%
39
FTSFORTIS INC
8,397,947$400.8B0.31%
40
MCDMCDONALDS CORP
1,343,795$392.6B0.31%
41
BKNGBOOKING HOLDINGS INC
66,416$384.5B0.30%
42
NETCLOUDFLARE INC
1,949,900$381.8B0.30%
43
TRITHOMSON REUTERS CORP
1,838,448$369.8B0.29%
44
SHOPSHOPIFY INC
3,108,563$358.6B0.28%
45
SNOWSNOWFLAKE INC
1,525,771$341.4B0.27%
46
NFLXNETFLIX INC
253,082$338.9B0.26%
47
GEVGE VERNOVA INC
624,475$330.4B0.26%
48
EXEEXPAND ENERGY CORPORATION
2,818,936$329.6B0.26%
49
WFCWELLS FARGO CO NEW
3,932,475$315.1B0.25%
50
ESLTELBIT SYS LTD
700,100$314.7B0.25%
51
ELVELEVANCE HEALTH INC
784,836$305.3B0.24%
52
CRMSALESFORCE INC
1,098,720$299.6B0.23%
53
CSCOCISCO SYS INC
4,316,483$299.5B0.23%
54
PGPROCTER AND GAMBLE CO
1,835,589$292.4B0.23%
55
GOOGALPHABET INC
1,608,677$285.4B0.22%
56
VRTVERTIV HOLDINGS CO
2,136,620$274.4B0.21%
57
MAMASTERCARD INCORPORATED
479,780$269.6B0.21%
58
SHWSHERWIN WILLIAMS CO
784,091$269.2B0.21%
59
COSTCOSTCO WHSL CORP NEW
271,010$268.3B0.21%
60
GRT-UGRANITE REAL ESTATE INVT TR
5,288,582$268.1B0.21%
61
SPOTSPOTIFY TECHNOLOGY S A
348,061$267.1B0.21%
62
SPGIS&P GLOBAL INC
503,894$265.7B0.21%
63
HDHOME DEPOT INC
724,443$265.6B0.21%
64
KOCOCA COLA CO
3,674,856$260.0B0.20%
65
WMTWALMART INC
2,591,420$253.4B0.20%
66
TECK/BTECK RESOURCES LTD
5,738,457$231.7B0.18%
67
GEGE AEROSPACE
883,579$227.4B0.18%
68
BROSDUTCH BROS INC
3,107,300$212.4B0.17%
69
PLDPROLOGIS INC.
1,964,708$206.5B0.16%
70
VSSVANGUARD INTL EQUITY INDEX F
1,524,685$204.9B0.16%
71
NOWSERVICENOW INC
198,590$204.2B0.16%
72
XLKSELECT SECTOR SPDR TR
805,589$204.0B0.16%
73
RCI/BROGERS COMMUNICATIONS INC
6,854,799$203.3B0.16%
74
KLACKLA CORP
223,108$199.8B0.16%
75
WMBWILLIAMS COS INC
3,107,195$195.2B0.15%
76
WRBBERKLEY W R CORP
2,634,811$193.6B0.15%
77
VLOVALERO ENERGY CORP
1,436,759$193.1B0.15%
78
PGRPROGRESSIVE CORP
723,699$193.1B0.15%
79
RBLXROBLOX CORP
1,818,394$191.3B0.15%
80
TOSTTOAST INC
4,314,200$191.1B0.15%
81
BAHBOOZ ALLEN HAMILTON HLDG COR
1,809,844$188.5B0.15%
82
4I1PHILIP MORRIS INTL INC
1,021,684$186.1B0.15%
83
USIGISHARES TR
3,580,324$184.2B0.14%
84
DHRDANAHER CORPORATION
921,169$182.0B0.14%
85
EMREMERSON ELEC CO
1,355,867$180.8B0.14%
86
APHAMPHENOL CORP NEW
1,802,819$178.0B0.14%
87
RHCRH PLC
1,920,502$176.3B0.14%
88
AXPAMERICAN EXPRESS CO
542,479$173.0B0.14%
89
RCLROYAL CARIBBEAN GROUP
550,834$172.5B0.13%
90
ICLRICON PLC
1,151,328$167.5B0.13%
91
APPAPPLOVIN CORP
471,884$165.2B0.13%
92
MDTMEDTRONIC PLC
1,884,686$164.3B0.13%
93
DASHDOORDASH INC
660,662$162.9B0.13%
94
JNJJOHNSON & JOHNSON
1,057,951$161.6B0.13%
95
SCHWSCHWAB CHARLES CORP
1,748,922$159.6B0.12%
96
FNVFRANCO NEV CORP
955,738$156.7B0.12%
97
GSGOLDMAN SACHS GROUP INC
219,891$155.6B0.12%
98
CYBRCYBERARK SOFTWARE LTD
372,503$151.6B0.12%
99
COINCOINBASE GLOBAL INC
430,900$151.0B0.12%
100
AEMAGNICO EAGLE MINES LTD
1,268,575$150.9B0.12%
Page 1 of 7Next