1A1832 Asset Management L.P.
Institutional investor · Portfolio as of Q1 2026
Top Holdings647 positions
| 42.5M | $27.6B | 25.4% | — | — | — | New — | |
TORONTO DOMINION BK ONT | 30.3M | $2.8B | 2.6% | $56.72 | +61.03% | 30 qtrssince 2018-Q4 | Decreased 0 |
ROYAL BK CDA | 16.5M | $2.7B | 2.5% | $68.08 | +134.61% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 6.3M | $2.3B | 2.2% | $269.58 | +36.76% | 30 qtrssince 2018-Q4 | Increased 61 |
CANADIAN NATL RY CO | 18.7M | $1.9B | 1.8% | $88.40 | +15.01% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8.3M | $1.7B | 1.6% | $157.22 | +32.47% | 30 qtrssince 2018-Q4 | Increased 54 |
BROOKFIELD CORP | 42.9M | $1.7B | 1.6% | $32.61 | +23.70% | 14 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORPORATION | 9.5M | $1.7B | 1.5% | $117.53 | +48.06% | 30 qtrssince 2018-Q4 | Increased 64 |
ENBRIDGE INC | 29.1M | $1.6B | 1.4% | $27.24 | +99.42% | 30 qtrssince 2018-Q4 | Decreased 0 |
| 14.5M | $1.4B | 1.3% | — | — | — | New — | |
TC ENERGY CORP | 22M | $1.4B | 1.3% | $44.58 | +45.34% | 28 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NAT RES LTD | 27.9M | $1.4B | 1.3% | $13.16 | +263.24% | 30 qtrssince 2018-Q4 | Decreased 0 |
BANK MONTREAL QUE | 9.6M | $1.3B | 1.2% | $98.09 | +35.91% | 30 qtrssince 2018-Q4 | Decreased 0 |
| 3.5M | $1.3B | 1.2% | — | — | — | New — | |
APPLE INC | 5.1M | $1.3B | 1.2% | $218.28 | +16.06% | 30 qtrssince 2018-Q4 | Increased 58 |
BANK NOVA SCOTIA HALIFAX | 18.3M | $1.3B | 1.2% | $40.23 | +67.28% | 30 qtrssince 2018-Q4 | Decreased 0 |
SHOPIFY INC | 10.2M | $1.2B | 1.1% | $129.65 | -8.51% | 30 qtrssince 2018-Q4 | Increased 64 |
WASTE CONNECTIONS INC | 7.1M | $1.2B | 1.1% | $130.50 | +23.94% | 30 qtrssince 2018-Q4 | Increased 62 |
CANADIAN PACIFIC KANSAS CITY | 14.1M | $1.1B | 1.0% | $78.79 | -0.60% | 12 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET INC | 3.8M | $1.1B | 1.0% | $211.72 | +35.65% | 30 qtrssince 2018-Q4 | Decreased 0 |
1832 Asset Management L.P. manages $108.8B across 647 positions as of Q1 2026. Top holdings: SPDR S&P 500 ETF TR puts (25.4%), TD (2.6%), RY (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 70 new positions, 116 exits, 248 increased. Top move: NVDA (INCREASED, conviction 64). Portfolio: $108.8B across 647 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR