1832 Asset Management L.P. Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$168.9B

Holdings

884

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (884 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
218,059,400$114.1B67.52%Put
2
MSFTMICROSOFT CORP
6,271,859$2.6B1.56%
3
RYROYAL BK CDA
18,498,230$1.9B1.10%
4
AMZNAMAZON COM INC
8,184,850$1.5B0.87%
5
TDTORONTO DOMINION BK ONT
24,340,686$1.5B0.87%
6
ENBENBRIDGE INC
36,649,579$1.3B0.78%
7
CRCCANADIAN NAT RES LTD
15,422,999$1.2B0.70%
8
CPCANADIAN PACIFIC KANSAS CITY
13,098,159$1.2B0.68%
9
VVISA INC
4,127,560$1.2B0.68%
10
CNRCANADIAN NATL RY CO
8,691,086$1.1B0.68%
11
BNBROOKFIELD CORP
22,605,567$946.5M0.56%
12
BNSBANK NOVA SCOTIA HALIFAX
17,015,877$881.1M0.52%
13
NVDANVIDIA CORPORATION
957,195$864.9M0.51%
14
SUSUNCOR ENERGY INC NEW
22,157,546$817.8M0.48%
15
TRPTC ENERGY CORP
19,771,410$794.8M0.47%
16
UNHUNITEDHEALTH GROUP INC
1,605,479$794.2M0.47%
17
JPMJPMORGAN CHASE & CO
3,523,898$705.8M0.42%
18
BMOBANK MONTREAL QUE
6,848,396$669.0M0.40%
19
WCNWASTE CONNECTIONS INC
3,845,696$661.5M0.39%
20
METAMETA PLATFORMS INC
1,360,052$660.4M0.39%
21
TTELUS CORPORATION
35,827,980$573.6M0.34%
22
TJXTJX COS INC NEW
5,356,715$543.3M0.32%
23
TMOTHERMO FISHER SCIENTIFIC INC
913,270$530.8M0.31%
24
BIPBROOKFIELD INFRAST PARTNERS
17,001,799$530.6M0.31%
25
LIESUN LIFE FINANCIAL INC.
9,717,197$530.4M0.31%
26
ORCLORACLE CORP
4,153,054$521.7M0.31%
27
HONHONEYWELL INTL INC
2,361,293$484.7M0.29%
28
NTRNUTRIEN LTD
8,839,216$480.1M0.28%
29
UBERUBER TECHNOLOGIES INC
6,216,182$478.6M0.28%
30
AAPLAPPLE INC
2,755,570$472.5M0.28%
31
MCDMCDONALDS CORP
1,645,584$464.0M0.27%
32
RCI/BROGERS COMMUNICATIONS INC
11,213,313$459.7M0.27%
33
MAMASTERCARD INCORPORATED
909,210$437.8M0.26%
34
LLYELI LILLY & CO
525,475$408.8M0.24%
35
QSRRESTAURANT BRANDS INTL INC
4,958,748$394.0M0.23%
36
AMTAMERICAN TOWER CORP NEW
1,988,619$392.9M0.23%
37
MFCMANULIFE FINL CORP
14,686,893$367.0M0.22%
38
NEENEXTERA ENERGY INC
5,698,197$364.2M0.22%
39
FTSFORTIS INC
9,103,234$359.7M0.21%
40
PGRPROGRESSIVE CORP
1,685,868$348.7M0.21%
41
WFCWELLS FARGO CO NEW
5,852,764$339.2M0.20%
42
MDTMEDTRONIC PLC
3,873,746$337.6M0.20%
43
NFLXNETFLIX INC
532,347$323.3M0.19%
44
ELVELEVANCE HEALTH INC
621,360$322.2M0.19%
45
SHWSHERWIN WILLIAMS CO
919,931$319.5M0.19%
46
CRWDCROWDSTRIKE HLDGS INC
981,700$314.7M0.19%
47
SYKSTRYKER CORPORATION
878,669$314.4M0.19%
48
GOOGLALPHABET INC
2,070,217$312.5M0.18%
49
KOCOCA COLA CO
5,056,286$309.3M0.18%
50
NVONOVO-NORDISK A S
2,373,029$304.7M0.18%
51
DDOGDATADOG INC
2,347,900$290.2M0.17%
52
IOTSAMSARA INC
7,628,100$288.3M0.17%
53
XOMEXXON MOBIL CORP
2,460,381$286.0M0.17%
54
HDHOME DEPOT INC
721,282$276.7M0.16%
55
CRMSALESFORCE INC
916,974$276.2M0.16%
56
CDNSCADENCE DESIGN SYSTEM INC
856,410$266.6M0.16%
57
COSTCOSTCO WHSL CORP NEW
361,627$264.9M0.16%
58
MDLZMONDELEZ INTL INC
3,764,136$263.5M0.16%
59
JNJJOHNSON & JOHNSON
1,653,743$261.6M0.15%
60
BCEBCE INC
7,609,939$258.6M0.15%
61
NOWSERVICENOW INC
333,932$254.6M0.15%
62
NETCLOUDFLARE INC
2,622,400$253.9M0.15%
63
DC4DEXCOM INC
1,823,400$252.9M0.15%
64
ETNEATON CORP PLC
777,384$243.1M0.14%
65
TRITHOMSON REUTERS CORP.
1,559,373$243.0M0.14%
66
ASMLASML HOLDING N V
246,050$238.8M0.14%
67
ESLTELBIT SYS LTD
1,130,200$237.6M0.14%
68
ROSTROSS STORES INC
1,617,010$237.3M0.14%
69
BEPBROOKFIELD RENEWABLE PARTNER
10,091,652$234.4M0.14%
70
TTDTHE TRADE DESK INC
2,581,900$225.7M0.13%
71
GOOGALPHABET INC
1,471,570$224.1M0.13%
72
MUMICRON TECHNOLOGY INC
1,809,600$213.3M0.13%
73
UNPUNION PAC CORP
854,600$210.2M0.12%
74
GRT-UCADGRANITE REAL ESTATE INVT TR
3,590,589$205.5M0.12%
75
NKENIKE INC
2,118,826$199.1M0.12%
76
CMECME GROUP INC
908,915$195.7M0.12%
77
BURLBURLINGTON STORES INC
829,218$192.5M0.11%
78
MDBMONGODB INC
516,200$185.1M0.11%
79
DHRDANAHER CORPORATION
727,168$181.6M0.11%
80
CFLTCONFLUENT INC
5,933,000$181.1M0.11%
81
BAHBOOZ ALLEN HAMILTON HLDG COR
1,217,519$180.7M0.11%
82
TFIITFI INTL INC
1,113,737$177.6M0.11%
83
PHPARKER-HANNIFIN CORP
307,794$171.1M0.10%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
401,011$168.6M0.10%
85
WRBBERKLEY W R CORP
1,903,467$168.3M0.10%
86
BSXBOSTON SCIENTIFIC CORP
2,344,053$160.5M0.10%
87
TTWOTAKE-TWO INTERACTIVE SOFTWAR
1,080,474$160.4M0.09%
88
CAVACAVA GROUP INC
2,180,145$152.7M0.09%
89
GIB/ACGI INC
1,376,565$152.1M0.09%
90
ABBVABBVIE INC
810,860$147.7M0.09%
91
WMBWILLIAMS COS INC
3,784,038$147.5M0.09%
92
APOAPOLLO GLOBAL MGMT INC
1,257,460$141.4M0.08%
93
MAAMID-AMER APT CMNTYS INC
1,065,351$140.2M0.08%
94
CVECENOVUS ENERGY INC
6,925,179$138.4M0.08%
95
PGPROCTER AND GAMBLE CO
846,894$137.4M0.08%
96
AZOAUTOZONE INC
43,597$137.4M0.08%
97
ITWILLINOIS TOOL WKS INC
486,679$130.6M0.08%
98
ISRGINTUITIVE SURGICAL INC
315,284$125.8M0.07%
99
BKNGBOOKING HOLDINGS INC
34,624$125.6M0.07%
100
SHOPSHOPIFY INC
1,618,967$124.9M0.07%
Page 1 of 9Next