1832 Asset Management L.P. Q2 2025 Filing

Filed August 13, 2025

Portfolio Value

$128.2B

Holdings

652

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (652 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$66.8B
MSFTMICROSOFT CORP
$2.5B
RYROYAL BK CDA
$2.2B
TDTORONTO DOMINION BK ONT
$1.7B
NVDANVIDIA CORPORATION
$1.7B
AQLTISHARES TR
$1.5B
AMZNAMAZON COM INC
$1.5B
ENBENBRIDGE INC
$1.4B
NVDANVIDIA CORPORATION
$1.2B
CPCANADIAN PACIFIC KANSAS CITY
$1.2B
METAMETA PLATFORMS INC
$1.1B
BNBROOKFIELD CORP
$1.1B
CNRCANADIAN NATL RY CO
$1.1B
VVISA INC
$1.0B
CRCCANADIAN NAT RES LTD
$983.3M
BNSBANK NOVA SCOTIA HALIFAX
$940.5M
MFCMANULIFE FINL CORP
$804.0M
BMOBANK MONTREAL QUE
$758.5M
WCNWASTE CONNECTIONS INC
$746.1M
SUSUNCOR ENERGY INC NEW
$721.6M
TRPTC ENERGY CORP
$694.0M
LIESUN LIFE FINANCIAL INC.
$673.5M
ORCLORACLE CORP
$670.7M
TTELUS CORPORATION
$643.3M
JPMJPMORGAN CHASE & CO.
$597.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$562.7M
GOOGLALPHABET INC
$536.0M
ETNEATON CORP PLC
$535.5M
VRTVERTIV HOLDINGS CO
$532.9M
AAPLAPPLE INC
$529.8M
BIPBROOKFIELD INFRAST PARTNERS
$516.0M
AVGOBROADCOM INC
$505.2M
NTRNUTRIEN LTD
$484.6M
TJXTJX COS INC NEW
$465.6M
TMOTHERMO FISHER SCIENTIFIC INC
$462.2M
QSRRESTAURANT BRANDS INTL INC
$453.4M
ETNEATON CORP PLC
$445.2M
AXONAXON ENTERPRISE INC
$444.1M
FTSFORTIS INC
$400.8M
MCDMCDONALDS CORP
$392.6M
BKNGBOOKING HOLDINGS INC
$384.5M
NETCLOUDFLARE INC
$381.8M
TRITHOMSON REUTERS CORP
$369.8M
SHOPSHOPIFY INC
$358.6M
SNOWSNOWFLAKE INC
$341.4M
NFLXNETFLIX INC
$338.9M
GEVGE VERNOVA INC
$330.4M
EXEEXPAND ENERGY CORPORATION
$329.6M
WFCWELLS FARGO CO NEW
$315.1M
ESLTELBIT SYS LTD
$314.7M
ELVELEVANCE HEALTH INC
$305.3M
CRMSALESFORCE INC
$299.6M
CSCOCISCO SYS INC
$299.5M
PGPROCTER AND GAMBLE CO
$292.4M
GOOGALPHABET INC
$285.4M
VRTVERTIV HOLDINGS CO
$274.4M
MAMASTERCARD INCORPORATED
$269.6M
SHWSHERWIN WILLIAMS CO
$269.2M
COSTCOSTCO WHSL CORP NEW
$268.3M
GRT-UGRANITE REAL ESTATE INVT TR
$268.1M
SPOTSPOTIFY TECHNOLOGY S A
$267.1M
SPGIS&P GLOBAL INC
$265.7M
HDHOME DEPOT INC
$265.6M
KOCOCA COLA CO
$260.0M
WMTWALMART INC
$253.4M
TECK/BTECK RESOURCES LTD
$231.7M
GEGE AEROSPACE
$227.4M
BROSDUTCH BROS INC
$212.4M
PLDPROLOGIS INC.
$206.5M
VSSVANGUARD INTL EQUITY INDEX F
$204.9M
NOWSERVICENOW INC
$204.2M
XLKSELECT SECTOR SPDR TR
$204.0M
RCI/BROGERS COMMUNICATIONS INC
$203.3M
KLACKLA CORP
$199.8M
WMBWILLIAMS COS INC
$195.2M
WRBBERKLEY W R CORP
$193.6M
VLOVALERO ENERGY CORP
$193.1M
PGRPROGRESSIVE CORP
$193.1M
RBLXROBLOX CORP
$191.3M
TOSTTOAST INC
$191.1M
BAHBOOZ ALLEN HAMILTON HLDG COR
$188.5M
4I1PHILIP MORRIS INTL INC
$186.1M
USIGISHARES TR
$184.2M
DHRDANAHER CORPORATION
$182.0M
EMREMERSON ELEC CO
$180.8M
APHAMPHENOL CORP NEW
$178.0M
RHCRH PLC
$176.3M
AXPAMERICAN EXPRESS CO
$173.0M
RCLROYAL CARIBBEAN GROUP
$172.5M
ICLRICON PLC
$167.5M
APPAPPLOVIN CORP
$165.2M
MDTMEDTRONIC PLC
$164.3M
DASHDOORDASH INC
$162.9M
JNJJOHNSON & JOHNSON
$161.6M
SCHWSCHWAB CHARLES CORP
$159.6M
FNVFRANCO NEV CORP
$156.7M
GSGOLDMAN SACHS GROUP INC
$155.6M
CYBRCYBERARK SOFTWARE LTD
$151.6M
COINCOINBASE GLOBAL INC
$151.0M
AEMAGNICO EAGLE MINES LTD
$150.9M
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