1832 Asset Management L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, 1832 Asset Management L.P. disclosed 593 stock positions valued at approximately $81.53B as of quarter-end June 30, 2026. The largest holdings include ROYAL BK CDA, TORONTO DOMINION BK ONT, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 593
- Portfolio Value
- $81.53B
Holdings by Sector
1832 Asset Management L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROYAL BK CDA | RY | Financial Services | 4.32% | 17,036,711 | +530,885 | +3.22% | $3,526,088,076 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 4.18% | 28,083,509 | -2,262,477 | -7.46% | $3,410,180,498 |
| MICROSOFT CORP | MSFT | Technology | 3.01% | 6,586,763 | +263,335 | +4.16% | $2,456,994,334 |
| CANADIAN NATL RY CO | CNI | Industrials | 2.42% | 16,518,344 | -2,164,896 | -11.59% | $1,969,647,339 |
| NVIDIA CORPORATION | NVDA | Technology | 2.32% | 9,435,289 | -31,359 | -0.33% | $1,887,906,976 |
| BROOKFIELD CORP | BN | Financial Services | 2.22% | 42,497,472 | -448,158 | -1.04% | $1,809,967,311 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.10% | 7,183,134 | -1,166,776 | -13.97% | $1,712,028,158 |
| ALPHABET INC | GOOGL | Communication Services | 2.08% | 4,751,760 | +903,067 | +23.46% | $1,698,136,471 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 2.02% | 9,303,809 | -296,120 | -3.08% | $1,643,983,050 |
| ENBRIDGE INC | ENB | Energy | 1.90% | 28,620,616 | -450,453 | -1.55% | $1,551,523,593 |
| APPLE INC | AAPL | Technology | 1.76% | 4,967,048 | -106,166 | -2.09% | $1,437,265,009 |
| BANK NOVA SCOTIA B C | BNS | Financial Services | 1.73% | 16,250,132 | -2,004,144 | -10.98% | $1,411,161,463 |
| TC ENERGY CORP | TRP | Energy | 1.67% | 20,499,907 | -1,538,129 | -6.98% | $1,358,938,835 |
| WASTE CONNECTIONS INC | WCN | Industrials | 1.52% | 7,456,684 | +343,080 | +4.82% | $1,242,954,656 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 1.50% | 14,086,643 | -56,187 | -0.40% | $1,220,607,616 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 1.36% | 28,134,122 | +197,564 | +0.71% | $1,111,297,819 |
| VISA INC | V | Financial Services | 1.32% | 3,146,348 | +318,441 | +11.26% | $1,079,480,535 |
| MANULIFE FINL CORP | MFC | Financial Services | 1.28% | 25,779,357 | -2,469,357 | -8.74% | $1,044,321,752 |
| SHOPIFY INC | SHOP | Technology | 1.27% | 9,079,131 | -1,108,611 | -10.88% | $1,036,655,178 |
| ALPHABET INC | GOOG | Communication Services | 1.17% | 2,700,266 | -352,771 | -11.55% | $954,084,986 |
| SUNCOR ENERGY INC NEW | SU | Energy | 1.13% | 17,152,866 | +960,801 | +5.93% | $920,765,847 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 2,745,469 | +740,049 | +36.90% | $898,674,368 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.06% | 1,721,443 | -248,175 | -12.60% | $863,062,662 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.04% | 1,772,353 | -844,601 | -32.27% | $846,422,622 |
| BROADCOM INC | AVGO | Technology | 0.81% | 1,739,123 | +565,094 | +48.13% | $656,953,713 |
| SUN LIFE FINANCIAL INC. | SLF | Financial Services | 0.77% | 7,965,126 | -1,098,752 | -12.12% | $624,625,181 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.77% | 4,020,762 | +102,480 | +2.62% | $623,740,809 |
| KLA CORP | KLAC | Technology | 0.73% | 1,972,872 | +1,774,414 | +894.10% | $595,235,211 |
| ASML HLDG NV | ASML | Other | 0.73% | 298,655 | +19,176 | +6.86% | $594,156,203 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.72% | 3,869,155 | -1,017,799 | -20.83% | $586,176,983 |
Showing 30 of 593 holdings in the latest reporting period.