1832 Asset Management L.P. Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$51.6T

Holdings

723

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (723 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
7,414,671$2.0T3.89%
2
RYROYAL BK CDA
17,456,587$1.8T3.43%
3
TDTORONTO DOMINION BK ONT
22,477,837$1.6T3.05%
4
BAMBROOKFIELD ASSET MGMT INC
22,622,429$1.2T2.28%
5
BNSBANK NOVA SCOTIA B C
17,617,096$1.1T2.22%
6
CNRCANADIAN NATL RY CO
9,409,273$999.3B1.94%
7
CP.TOCANADIAN PAC RY LTD
12,327,619$951.5B1.84%
8
TRPTC ENERGY CORP
17,061,502$843.4B1.63%
9
VVISA INC
3,568,570$839.6B1.63%
10
GOOGLALPHABET INC
320,005$780.6B1.51%
11
NVDANVIDIA CORPORATION
971,153$775.3B1.50%
12
AAPLAPPLE INC
5,181,876$712.3B1.38%
13
ENBENBRIDGE INC
17,614,406$702.2B1.36%
14
FTSFORTIS INC
15,309,248$681.7B1.32%
15
AMZNAMAZON COM INC
181,652$627.6B1.22%
16
CRCCANADIAN NAT RES LTD
17,110,066$617.7B1.20%
17
METAFACEBOOK INC
1,666,574$583.7B1.13%
18
SUSUNCOR ENERGY INC NEW
24,627,969$581.3B1.13%
19
UNHUNITEDHEALTH GROUP INC
1,408,758$560.1B1.08%
20
NEENEXTERA ENERGY INC
7,425,459$548.8B1.06%
21
BCEBCE INC
10,978,992$541.2B1.05%
22
CMCANADIAN IMP BK COMM
4,554,786$516.5B1.00%
23
TTELUS CORPORATION
22,817,622$513.0B0.99%
24
DYHTARGET CORP
2,043,120$493.1B0.95%
25
WCNWASTE CONNECTIONS INC
4,079,890$490.0B0.95%
26
MDTMEDTRONIC PLC
3,944,805$489.9B0.95%
27
BMOBANK MONTREAL QUE
4,752,130$485.7B0.94%
28
AMTAMERICAN TOWER CORP NEW
1,759,393$478.7B0.93%
29
DHRDANAHER CORPORATION
1,747,684$472.3B0.91%
30
JNJJOHNSON & JOHNSON
2,862,375$469.0B0.91%
31
NTRNUTRIEN LTD
7,317,375$435.1B0.84%
32
BIPBROOKFIELD INFRAST PARTNERS
7,658,788$419.1B0.81%
33
MCDMCDONALDS CORP
1,798,667$413.7B0.80%
34
PYPLPAYPAL HLDGS INC
1,419,985$412.7B0.80%
35
SNAPSNAP INC
6,034,100$404.7B0.78%
36
ADBEADOBE SYSTEMS INCORPORATED
682,153$402.3B0.78%
37
RCI/BROGERS COMMUNICATIONS INC
7,517,049$397.5B0.77%
38
NKENIKE INC
2,540,728$395.3B0.77%
39
TWLOTWILIO INC
993,000$394.4B0.76%
40
PFEPFIZER INC
10,086,679$393.7B0.76%
41
TMOTHERMO FISHER SCIENTIFIC INC
710,049$359.7B0.70%
42
HONHONEYWELL INTL INC
1,662,241$358.4B0.69%
43
CMCSACOMCAST CORP NEW
6,198,542$350.0B0.68%
44
PGRPROGRESSIVE CORP
3,560,429$349.8B0.68%
45
HDHOME DEPOT INC
1,088,693$345.8B0.67%
46
FISFIDELITY NATL INFORMATION SV
2,422,138$343.1B0.66%
47
AXPAMERICAN EXPRESS CO
2,060,550$337.8B0.65%
48
MDBMONGODB INC
886,700$337.6B0.65%
49
AG8AGILENT TECHNOLOGIES INC
2,157,100$320.5B0.62%
50
MDLZMONDELEZ INTL INC
5,007,300$311.6B0.60%
51
BDXBECTON DICKINSON & CO
1,239,048$304.6B0.59%
52
SPGIS&P GLOBAL INC
730,820$299.5B0.58%
53
MFCMANULIFE FINL CORP
15,259,937$299.1B0.58%
54
JPMJPMORGAN CHASE & CO
1,870,022$288.0B0.56%
55
FRCBFIRST REP BK SAN FRANCISCO C
1,508,928$280.1B0.54%
56
TSCOTRACTOR SUPPLY CO
1,499,900$280.1B0.54%
57
GOOGALPHABET INC
108,086$271.9B0.53%
58
SESEA LTD
948,100$271.8B0.53%
59
PINSPINTEREST INC
3,424,500$267.5B0.52%
60
LIESUN LIFE FINANCIAL INC.
5,170,418$266.8B0.52%
61
ASMLASML HOLDING N V
379,383$266.4B0.52%
62
KOCOCA COLA CO
4,861,661$261.4B0.51%
63
ORCLORACLE CORP
3,125,899$243.6B0.47%
64
4I1PHILIP MORRIS INTL INC
2,465,338$241.1B0.47%
65
PGPROCTER AND GAMBLE CO
1,793,698$240.8B0.47%
66
ZTSZOETIS INC
1,225,267$230.0B0.45%
67
SHOPSHOPIFY INC
153,530$227.2B0.44%
68
MAMASTERCARD INCORPORATED
612,476$224.9B0.44%
69
COSTCOSTCO WHSL CORP NEW
545,713$216.9B0.42%
70
DGDOLLAR GEN CORP NEW
996,519$215.7B0.42%
71
SHWSHERWIN WILLIAMS CO
783,741$213.4B0.41%
72
TXNTEXAS INSTRS INC
1,065,348$205.1B0.40%
73
ABNBAIRBNB INC
1,414,360$205.0B0.40%
74
GIB/ACGI INC
2,212,376$203.0B0.39%
75
COFCAPITAL ONE FINL CORP
1,315,530$202.5B0.39%
76
EOGEOG RES INC
2,449,579$201.0B0.39%
77
BABAALIBABA GROUP HLDG LTD
816,482$187.0B0.36%
78
FIVEFIVE BELOW INC
950,410$184.9B0.36%
79
MLB1MERCADOLIBRE INC
116,318$183.8B0.36%
80
SJR/BEURSHAW COMMUNICATIONS INC
6,227,397$179.4B0.35%
81
BAHBOOZ ALLEN HAMILTON HLDG COR
2,081,624$176.9B0.34%
82
BXBLACKSTONE GROUP INC
1,757,107$173.5B0.34%
83
CDWCDW CORP
984,313$173.2B0.34%
84
PXDEURPIONEER NAT RES CO
1,068,940$169.3B0.33%
85
STNESTONECO LTD
2,467,000$168.2B0.33%
86
EWEDWARDS LIFESCIENCES CORP
1,590,440$164.5B0.32%
87
FIVNFIVE9 INC
874,700$161.3B0.31%
88
QSRRESTAURANT BRANDS INTL INC
2,504,844$161.1B0.31%
89
TJXTJX COS INC NEW
2,392,923$159.3B0.31%
90
CRWDCROWDSTRIKE HLDGS INC
625,600$158.7B0.31%
91
BEPBROOKFIELD RENEWABLE PARTNER
4,014,385$156.2B0.30%
92
XIFRNEXTERA ENERGY PARTNERS LP
2,087,826$156.1B0.30%
93
FNVFRANCO NEV CORP
1,059,021$153.2B0.30%
94
FTNTFORTINET INC
629,618$151.2B0.29%
95
XYZSQUARE INC
607,200$149.1B0.29%
96
SCHWSCHWAB CHARLES CORP
2,001,194$146.3B0.28%
97
RGENREPLIGEN CORP
730,000$146.1B0.28%
98
EPAMEPAM SYS INC
280,900$145.6B0.28%
99
LLYLILLY ELI & CO
639,685$145.1B0.28%
100
HUBSHUBSPOT INC
240,200$141.4B0.27%
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