1832 Asset Management L.P. Portfolio Stock Holdings

1832 Asset Management L.P. disclosed 628 stock positions valued at approximately $75.5 billion in its latest SEC 13F filing. The largest holdings include TORONTO DOMINION BK ONT, ROYAL BK CDA, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
628
Portfolio Value
$75.5B
Holdings by Sector
1832 Asset Management L.P. Portfolio Holdings in Q1 2026

605 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TORONTO DOMINION BK ONTTDFinancial Services3.75%30,345,986-1,943,626-6.02%$2,831,583,954
ROYAL BK CDARYFinancial Services3.54%16,505,826-355,416-2.11%$2,670,312,530
MICROSOFT CORPMSFTTechnology3.10%6,323,428+678,142+12.01%$2,340,743,343
CANADIAN NATL RY COCNIIndustrials2.54%18,683,240-64,506-0.34%$1,920,076,575
AMAZON COM INCAMZNConsumer Cyclical2.30%8,349,910+578,268+7.44%$1,739,035,756
BROOKFIELD CORPBNFinancial Services2.30%42,945,630-2,601,094-5.71%$1,738,009,646
NVIDIA CORPORATIONNVDATechnology2.19%9,466,648+2,336,847+32.78%$1,650,983,411
ENBRIDGE INCENBEnergy2.08%29,071,069-1,510,810-4.94%$1,573,907,676
TC ENERGY CORPTRPEnergy1.83%22,038,036-2,474,486-10.09%$1,379,581,054
CANADIAN NAT RES LTD MED TERCNQEnergy1.80%27,936,558-3,545,621-11.26%$1,361,348,471
BANK MONTREAL MEDIUMBMOFinancial Services1.72%9,599,929-817,314-7.85%$1,299,254,391
APPLE INCAAPLTechnology1.70%5,073,214+673,594+15.31%$1,287,530,981
BANK NOVA SCOTIA B CBNSFinancial Services1.68%18,254,276-506,997-2.70%$1,265,203,870
SHOPIFY INCSHOPTechnology1.60%10,187,742+2,374,324+30.39%$1,208,469,956
WASTE CONNECTIONS INCWCNIndustrials1.53%7,113,604+1,461,575+25.86%$1,155,533,834
CANADIAN PACIFIC KANSAS CITYCPIndustrials1.47%14,142,830-185,800-1.30%$1,112,475,008
ALPHABET INCGOOGLCommunication Services1.47%3,848,693-1,706,279-30.72%$1,106,730,159
SUNCOR ENERGY INC NEWSUEnergy1.42%16,192,065-1,599,612-8.99%$1,070,457,417
MANULIFE FINL CORPMFCFinancial Services1.29%28,248,714-329,427-1.15%$972,885,710
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.28%1,969,618+725,093+58.26%$968,126,336
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.17%2,616,954-200,934-7.13%$884,399,604
ALPHABET INCGOOGCommunication Services1.16%3,053,037+523,643+20.70%$875,794,194
VISA INCVFinancial Services1.13%2,827,907+109,550+4.03%$854,706,612
AGNICO EAGLE MINES LTDAEMBasic Materials1.05%3,918,282+206,802+5.57%$795,332,880
TJX COS INC NEWTJXConsumer Cyclical1.03%4,886,954-487,637-9.07%$780,446,554
THOMSON REUTERS CORPTRIIndustrials0.86%7,235,355+1,980,886+37.70%$651,037,243
FRANCO NEV CORPFNVBasic Materials0.85%2,609,825+7,470+0.29%$644,757,266
OPEN TEXT CORPOTEXTechnology0.80%27,238,523+3,645,536+15.45%$605,784,752
JPMORGAN CHASE & COJPMFinancial Services0.78%2,005,420-177,998-8.15%$589,914,347
SUN LIFE FINANCIAL INC.SLFFinancial Services0.75%9,063,878-1,144,360-11.21%$567,036,208
HOME DEPOT INCHDConsumer Cyclical0.75%1,722,535+133,588+8.41%$566,524,536
JOHNSON & JOHNSONJNJHealthcare0.71%2,190,308-338,766-13.39%$535,398,888
PEMBINA PIPELINE CORPPBAEnergy0.69%11,726,867-40,771-0.35%$524,894,567
SHERWIN WILLIAMS COSHWBasic Materials0.68%1,597,905-84,006-4.99%$512,208,448
ISHARES TRIVVOther0.67%772,216+689,441+832.91%$504,419,213
NUTRIEN LTDNTRBasic Materials0.64%6,403,823-1,428,225-18.24%$483,232,484
MCDONALDS CORPMCDConsumer Cyclical0.63%1,538,336+72,176+4.92%$478,099,445
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.62%470,973+143,184+43.68%$469,291,626
BOSTON SCIENTIFIC CORPBSXHealthcare0.60%7,252,746+5,051,088+229.42%$455,109,812
MASTERCARD INCORPORATEDMAFinancial Services0.60%905,930-28,094-3.01%$452,656,984
NETFLIX INC.NFLXCommunication Services0.59%4,635,918+1,129,962+32.23%$445,743,516
DANAHER CORP DELDHRHealthcare0.59%2,334,521+899,042+62.63%$442,625,182
TRANSFORCE INCTFIIIndustrials0.57%3,980,503-638,272-13.82%$432,402,041
EXXON MOBIL CORPXOMEnergy0.57%2,536,468+1,569,571+162.33%$430,337,161
CAE INCCAEIndustrials0.57%16,395,507-5,806,462-26.15%$427,102,957
CISCO SYS INCCSCOTechnology0.56%5,447,085-2,326,009-29.92%$422,639,325
FORTIS INCFTSUtilities0.56%7,561,136-847,052-10.07%$421,835,777
EATON CORP PLCETNOther0.51%1,066,609-203,847-16.05%$381,494,041
KINROSS GOLD CORPKGCBasic Materials0.50%12,454,068+5,463,058+78.14%$380,098,155
META PLATFORMS INCMETACommunication Services0.50%660,844-18,040-2.66%$378,088,678
LINDE PLCLINOther0.50%755,338+282,901+59.88%$374,466,367
ASML HLDG NVASMLOther0.49%279,479+205,370+277.12%$369,144,248
BROADCOM INCAVGOTechnology0.48%1,174,029-486,863-29.31%$363,373,716
EMERSON ELEC COEMRIndustrials0.47%2,703,627-709,691-20.79%$354,229,210
CGI INCGIBTechnology0.46%4,776,348-575,919-10.76%$349,151,039
ORACLE CORPORCLTechnology0.46%2,356,324-197,865-7.75%$346,638,824
COLLIERS INTL GROUP INCCIGIReal Estate0.46%3,224,175+821,736+34.20%$344,632,066
STANTEC INCSTNIndustrials0.45%3,927,603-47,529-1.20%$339,344,899
RB GLOBAL INCRBAIndustrials0.44%3,469,699-31,078-0.89%$332,570,649
VALERO ENERGY CORPVLOEnergy0.44%1,333,143-66,714-4.77%$329,392,972
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.43%1,648,200+1,598,200+3196.40%$325,519,500
GILDAN ACTIVEWEAR INCGILConsumer Cyclical0.43%5,834,188-939,545-13.87%$324,672,562
TELUS CORPORATIONTUCommunication Services0.42%24,824,378-8,188,596-24.80%$318,496,770
ROGERS COMMUNICATIONS INCRCICommunication Services0.42%8,271,426-1,781,872-17.72%$318,036,330
CME GROUP INCCMEFinancial Services0.41%1,053,209+420,634+66.50%$311,065,278
STRYKER CORPORATIONSYKHealthcare0.40%922,234+76,676+9.07%$303,036,870
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.40%4,454,154-573,762-11.41%$298,740,109
UNITEDHEALTH GROUP INCUNHHealthcare0.39%1,096,254-212,004-16.21%$296,635,370
KLA CORPKLACTechnology0.39%198,458+93,050+88.28%$292,211,544
BROOKFIELD INFRASTRUCTURE PAG16252101Other0.37%7,668,570-1,515,887-16.50%$276,988,748
APPLIED MATLS INCAMATTechnology0.37%807,088+663,328+461.41%$275,854,608
DESCARTES SYS GROUP INCDSGXTechnology0.36%3,833,793+1,239,493+47.78%$274,346,227
ENTERGY CORP NEWETRUtilities0.35%2,381,087+980,138+69.96%$267,538,935
RESTAURANT BRANDS INTL INCQSRConsumer Cyclical0.35%3,585,870-232,076-6.08%$264,995,793
ABBOTT LABORATORIESABTHealthcare0.35%2,542,730+169,007+7.12%$261,062,089
CLOUDFLARE INCNETTechnology0.33%1,212,900+65,000+5.66%$250,269,786
PROCTER & GAMBLE COPGConsumer Defensive0.33%1,702,239+259,017+17.95%$245,871,401
ACCENTURE PLC IRELANDACNTechnology0.32%1,212,844+96,023+8.60%$240,494,837
INTUITINTUTechnology0.31%540,214+372,936+222.94%$233,577,729
PUBLIC STORAGE OPER COPSAReal Estate0.31%861,567+341,691+65.73%$233,381,269
WILLIAMS COS INCWMBEnergy0.31%3,190,511-260,532-7.55%$232,205,391
WHEATON PRECIOUS METALS CORPWPMBasic Materials0.31%1,766,245+1,366,695+342.06%$231,395,757
CHEVRON CORPORATIONCVXEnergy0.30%1,099,798+1,065,098+3069.45%$227,548,206
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.30%774,089+11,893+1.56%$226,614,555
CHUBB LTD SWITZCBFinancial Services0.30%689,666+411,664+148.08%$224,782,839
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.29%626,575+319,710+104.19%$216,262,361
VANGUARD INTL EQUITY INDEX FVSSOther0.28%1,467,778-1,718-0.12%$213,987,355
WALMART INCWMTConsumer Defensive0.28%1,721,160-1,746,607-50.37%$213,905,765
PROGRESSIVE CORPPGRFinancial Services0.27%1,016,059+48,988+5.07%$201,423,536
PEPSICO INCPEPConsumer Defensive0.27%1,292,884-3,470-0.27%$200,771,956
LUMENTUM HLDGS INCLITETechnology0.26%283,436-407,600-58.98%$199,187,483
ALAMOS GOLD INCAGIBasic Materials0.26%4,416,697+641,478+16.99%$196,233,848
ARISTA NETWORKS INCANETOther0.25%1,563,143+854,528+120.59%$191,922,698
GE VERNOVA INCGEVUtilities0.25%216,896+164,293+312.33%$189,328,518
CRH PLCCRHOther0.25%1,765,475-903,584-33.85%$185,586,732
DATADOG INCDDOGTechnology0.24%1,529,500+302,500+24.65%$180,557,475
RTX CORPORATIONRTXIndustrials0.24%929,021-165,265-15.10%$179,208,151
UNITED RENTALS INCURIIndustrials0.23%240,261+166,372+225.16%$175,044,554
MEDTRONIC PLCMDTOther0.23%1,994,211+454,906+29.55%$172,798,383
CHENIERE ENERGY INCLNGEnergy0.23%600,851+373,323+164.08%$170,497,480