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1832 Asset Management L.P.

hedge fundUpdated 30 days ago

Managed by 1832 Asset Management L.P. • Latest filing Q2 2026

Portfolio value
$199.4B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
40.9%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 18 quarters

Show data table
PeriodPortfolio value
Q1 2022$9.1B
Q2 2022$7.4B
Q3 2022$6.8B
Q4 2022$11.4B
Q1 2023$20.1B
Q2 2023$51.4B
Q3 2023$70.5B
Q4 2023$69.4B
Q1 2024$168.9B
Q2 2024$123.1B
Q3 2024$131.4B
Q4 2024$117.6B
Q1 2025$110B
Q2 2025$128.2B
Q3 2025$126.7B
Q4 2025$131.3B
Q1 2026$108.8B
Q2 2026$199.4B

Top holdings

630 positions as of Q2 2026

View filing
S
1.SPY

SPDR S&P 500 ETF TR

Value
$112.1B
Shares
150.10M
% Port
56.21%
R

ROYAL BK CDA

Value
$3.5B
Shares
17.04M
% Port
1.77%
T

TORONTO DOMINION BK ONT

Value
$3.4B
Shares
28.08M
% Port
1.71%
M

MICROSOFT CORP

Value
$2.5B
Shares
6.59M
% Port
1.23%
C
5.CNI

CANADIAN NATL RY CO

Value
$2B
Shares
16.52M
% Port
0.99%
N

NVIDIA CORPORATION

Value
$1.9B
Shares
9.44M
% Port
0.95%
B

BROOKFIELD CORP

Value
$1.8B
Shares
42.50M
% Port
0.91%
A

AMAZON COM INC

Value
$1.7B
Shares
7.18M
% Port
0.86%
G

ALPHABET INC

Value
$1.7B
Shares
4.75M
% Port
0.85%
O
10.OILD

BANK MONTREAL MEDIUM

Value
$1.6B
Shares
9.30M
% Port
0.82%
E

ENBRIDGE INC

Value
$1.6B
Shares
28.62M
% Port
0.78%
A
12.AAPL

APPLE INC

Value
$1.4B
Shares
4.97M
% Port
0.72%
B
13.BNS

BANK NOVA SCOTIA B C

Value
$1.4B
Shares
16.25M
% Port
0.71%
T

TC ENERGY CORP

Value
$1.4B
Shares
20.50M
% Port
0.68%
M
15.MSFT

MICROSOFT CORP

Value
$1.3B
Shares
3.40M
% Port
0.64%
W
16.WCN

WASTE CONNECTIONS INC

Value
$1.2B
Shares
7.46M
% Port
0.62%
C
17.CP

CANADIAN PACIFIC KANSAS CITY

Value
$1.2B
Shares
14.09M
% Port
0.61%
C
18.CNQ

CANADIAN NAT RES LTD MED TER

Value
$1.1B
Shares
28.13M
% Port
0.56%
V
19.V

VISA INC

Value
$1.1B
Shares
3.15M
% Port
0.54%
M

MANULIFE FINL CORP

Value
$1B
Shares
25.78M
% Port
0.52%

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