1832 Asset Management L.P. Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$51.4B

Holdings

844

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (844 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
6,728,542$2.3T4455.25%
2
RYROYAL BK CDA
17,802,747$1.7T3306.12%
3
TDTORONTO DOMINION BK ONT
24,555,651$1.5T2960.71%
4
AAPLAPPLE INC
5,901,152$1.1T2225.63%
5
ENBENBRIDGE INC
30,213,371$1.1T2182.43%
6
VVISA INC
4,643,324$1.1T2144.07%
7
CPCANADIAN PACIFIC KANSAS CITY
13,476,423$1.1T2116.45%
8
AMZNAMAZON COM INC
8,245,722$1.1T2090.04%
9
CNRCANADIAN NATL RY CO
8,438,668$1.0T1986.52%
10
CRCCANADIAN NAT RES LTD
15,028,684$845.5B1644.00%
11
BMOBANK MONTREAL QUE
9,280,535$838.1B1629.64%
12
BNSBANK NOVA SCOTIA HALIFAX
16,011,921$801.2B1557.91%
13
BNBROOKFIELD CORP
23,103,290$777.4B1511.61%
14
MCDMCDONALDS CORP
2,322,551$693.1B1347.60%
15
ORCLORACLE CORP
5,556,470$661.7B1286.64%
16
TMOTHERMO FISHER SCIENTIFIC INC
1,253,565$654.0B1271.72%
17
TRPTC ENERGY CORP
16,049,203$648.5B1261.03%
18
UNHUNITEDHEALTH GROUP INC
1,343,503$645.7B1255.57%
19
JNJJOHNSON & JOHNSON
3,794,282$628.0B1221.13%
20
BIPBROOKFIELD INFRAST PARTNERS
17,200,200$627.8B1220.70%
21
SUSUNCOR ENERGY INC NEW
21,038,633$616.9B1199.40%
22
TTELUS CORPORATION
30,864,424$600.6B1167.84%
23
TJXTJX COS INC NEW
6,706,305$568.6B1105.63%
24
BCEBCE INC
11,909,021$542.9B1055.67%
25
NVDANVIDIA CORPORATION
1,272,693$538.4B1046.81%
26
WCNWASTE CONNECTIONS INC
3,736,081$534.0B1038.30%
27
RCI/BROGERS COMMUNICATIONS INC
11,459,544$523.0B1016.94%
28
AMTAMERICAN TOWER CORP NEW
2,589,994$502.3B976.67%
29
NEENEXTERA ENERGY INC
6,461,998$479.5B932.29%
30
METAMETA PLATFORMS INC
1,654,511$474.8B923.22%
31
ESLTELBIT SYS LTD
2,236,500$467.3B908.69%
32
MDLZMONDELEZ INTL INC
6,012,931$438.6B852.77%
33
NTRNUTRIEN LTD
7,320,820$432.3B840.55%
34
DKNG 0 03/15/28DRAFTKINGS INC NEW
5,750,000$430.1B836.34%
35
NKENIKE INC
3,822,765$421.9B820.37%
36
NOWSERVICENOW INC
747,638$420.1B816.93%
37
HONHONEYWELL INTL INC
1,980,225$410.9B798.94%
38
FTSFORTIS INC
9,349,358$402.9B783.32%
39
GOOGLALPHABET INC
3,322,130$397.7B773.20%
40
LIESUN LIFE FINANCIAL INC.
7,338,472$382.5B743.69%
41
MAMASTERCARD INCORPORATED
932,172$366.6B712.86%
42
LLYLILLY ELI & CO
771,556$361.8B703.56%
43
PANWPALO ALTO NETWORKS INC
1,389,278$355.0B690.21%
44
MDBMONGODB INC
814,900$334.9B651.20%
45
JPMJPMORGAN CHASE & CO
2,161,289$314.3B611.19%
46
BEPBROOKFIELD RENEWABLE PARTNER
10,659,034$314.3B611.19%
47
KOCOCA COLA CO
4,720,795$284.3B552.76%
48
HDHOME DEPOT INC
912,336$283.4B551.05%
49
BACBANK AMERICA CORP
9,585,706$275.0B534.73%
50
TTDTHE TRADE DESK INC
3,394,500$262.1B509.67%
51
BAHBOOZ ALLEN HAMILTON HLDG COR
2,337,705$260.9B507.27%
52
UBERUBER TECHNOLOGIES INC
6,027,866$260.2B505.97%
53
ASMLASML HOLDING N V
352,891$255.8B497.29%
54
CRMSALESFORCE INC
1,177,490$248.8B483.68%
55
DDOGDATADOG INC
2,507,400$246.7B479.64%
56
COSTCOSTCO WHSL CORP NEW
452,638$243.7B473.83%
57
SYKSTRYKER CORPORATION
772,182$235.6B458.07%
58
MRKMERCK & CO INC
2,005,049$231.4B449.86%
59
CDWCDW CORP
1,233,817$226.4B440.22%
60
UNPUNION PAC CORP
1,096,998$224.5B436.45%
61
CFLTCONFLUENT INC
6,354,800$224.4B436.30%
62
DGDOLLAR GEN CORP NEW
1,320,412$224.2B435.89%
63
TRITHOMSON REUTERS CORP.
1,607,628$216.9B421.80%
64
DC4DEXCOM INC
1,686,500$216.7B421.41%
65
ROSTROSS STORES INC
1,811,236$203.1B394.89%
66
GOOGALPHABET INC
1,655,505$200.3B389.39%
67
SHWSHERWIN WILLIAMS CO
748,966$198.9B386.67%
68
QSRRESTAURANT BRANDS INTL INC
2,494,655$193.4B376.02%
69
ELVELEVANCE HEALTH INC
428,299$190.3B369.99%
70
NVONOVO-NORDISK A S
1,165,434$188.6B366.72%
71
DHRDANAHER CORPORATION
778,416$186.8B363.25%
72
USIGISHARES TR
3,491,145$174.9B340.02%
73
LULULULULEMON ATHLETICA INC
448,394$169.7B330.00%
74
BKNGBOOKING HOLDINGS INC
61,661$166.5B323.75%
75
MNDYMONDAY COM LTD
943,500$161.5B314.11%
76
AZNASTRAZENECA PLC
2,134,805$152.8B297.08%
77
WMBWILLIAMS COS INC
4,670,880$152.4B296.34%
78
MDTMEDTRONIC PLC
1,704,762$150.2B292.03%
79
LQDISHARES TR
1,374,773$148.7B289.07%
80
GIB/ACGI INC
1,396,266$147.2B286.23%
81
SNOWSNOWFLAKE INC
816,900$143.8B279.52%
82
ACWVISHARES INC
1,453,642$142.5B277.15%
83
ITWILLINOIS TOOL WKS INC
552,150$138.1B268.57%
84
CMECME GROUP INC
738,542$136.8B266.08%
85
SHOPSHOPIFY INC
2,117,967$136.8B266.03%
86
HUBSHUBSPOT INC
250,400$133.2B259.06%
87
MFCMANULIFE FINL CORP
7,042,307$133.2B258.93%
88
FNVFRANCO NEV CORP
887,141$126.5B245.98%
89
XLKSELECT SECTOR SPDR TR
718,355$124.9B242.84%
90
ETNEATON CORP PLC
604,662$121.6B236.43%
91
WRBBERKLEY W R CORP
2,023,378$120.5B234.32%
92
EXPDEXPEDITORS INTL WASH INC
962,812$116.6B226.76%
93
VOVANGUARD INDEX FDS
521,416$114.8B223.20%
94
PGPROCTER AND GAMBLE CO
749,891$113.8B221.25%
95
INSPINSPIRE MED SYS INC
332,900$108.1B210.13%
96
CELHCELSIUS HLDGS INC
723,800$108.0B209.96%
97
VBVANGUARD INDEX FDS
540,957$107.6B209.20%
98
IGFISHARES TR
2,283,672$107.2B208.47%
99
BSXBOSTON SCIENTIFIC CORP
1,960,933$106.1B206.23%
100
TFIITFI INTL INC
916,251$104.4B203.02%
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