1832 Asset Management L.P. Q4 2022 Filing

Filed February 15, 2023

Portfolio Value

$48.6B

Holdings

879

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (879 positions)

StockValue
XLKSELECT SECTOR SPDR TR
$107.6M
PLDPROLOGIS INC.
$107.0M
ANETEURARISTA NETWORKS INC
$106.2M
XIFRNEXTERA ENERGY PARTNERS LP
$105.1M
PCTYPAYLOCITY HLDG CORP
$105.0M
IGFISHARES TR
$103.3M
VBVANGUARD INDEX FDS
$102.0M
FIVEFIVE BELOW INC
$99.8M
SBUXSTARBUCKS CORP
$99.7M
ELLAUDER ESTEE COS INC
$99.5M
TFIITFI INTL INC
$99.4M
EXPDEXPEDITORS INTL WASH INC
$98.4M
NVDANVIDIA CORPORATION
$98.2M
EPAMEPAM SYS INC
$97.7M
GMABGENMAB A/S
$96.9M
PFEPFIZER INC
$94.7M
NOWSERVICENOW INC
$93.8M
ALNYALNYLAM PHARMACEUTICALS INC
$93.0M
CMGCHIPOTLE MEXICAN GRILL INC
$92.1M
TTDTHE TRADE DESK INC
$89.7M
CELHCELSIUS HLDGS INC
$89.3M
ACNACCENTURE PLC IRELAND
$88.7M
HYGISHARES TR
$88.6M
CVECENOVUS ENERGY INC
$88.3M
WMBWILLIAMS COS INC
$86.3M
IEMGISHARES INC
$84.7M
LRCXEURLAM RESEARCH CORP
$84.0M
ARGXARGENX SE
$83.8M
GLOBGLOBANT S A
$83.3M
NBIXNEUROCRINE BIOSCIENCES INC
$82.6M
CMCSACOMCAST CORP NEW
$82.4M
ETNEATON CORP PLC
$81.8M
SCHPSCHWAB STRATEGIC TR
$80.8M
GRT-UCADGRANITE REAL ESTATE INVT TR
$80.3M
IBKRINTERACTIVE BROKERS GROUP IN
$79.5M
BSXBOSTON SCIENTIFIC CORP
$79.0M
AMDADVANCED MICRO DEVICES INC
$78.7M
DISDISNEY WALT CO
$77.5M
FEFIRSTENERGY CORP
$77.1M
WFCWELLS FARGO CO NEW
$76.8M
PDDPINDUODUO INC
$76.2M
DAVAENDAVA PLC
$74.5M
CRWDCROWDSTRIKE HLDGS INC
$74.4M
ESEVERSOURCE ENERGY
$74.3M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$70.2M
AEMAGNICO EAGLE MINES LTD
$70.0M
AEPAMERICAN ELEC PWR CO INC
$69.9M
EMBISHARES TR
$69.9M
RTXRAYTHEON TECHNOLOGIES CORP
$69.6M
GDXVANECK ETF TRUST
$69.2M
WECWEC ENERGY GROUP INC
$68.8M
TOSTTOAST INC
$68.5M
SWAVUSDSHOCKWAVE MED INC
$67.7M
WMTWALMART INC
$66.3M
ISRGINTUITIVE SURGICAL INC
$65.9M
VSSVANGUARD INTL EQUITY INDEX F
$65.4M
ICVTISHARES TR
$64.9M
USHYISHARES TR
$64.7M
VNQVANGUARD INDEX FDS
$64.6M
PEOEXELON CORP
$64.2M
CMSCMS ENERGY CORP
$62.7M
SLBSCHLUMBERGER LTD
$61.6M
WINGWINGSTOP INC
$61.6M
EFXEQUIFAX INC
$60.5M
ATOATMOS ENERGY CORP
$60.3M
EWEDWARDS LIFESCIENCES CORP
$60.1M
SCCOSOUTHERN COPPER CORP
$59.7M
TELTE CONNECTIVITY LTD
$59.2M
STWDSTARWOOD PPTY TR INC
$58.8M
DWDMORGAN STANLEY
$58.1M
IWCISHARES TR
$57.8M
MAAMID-AMER APT CMNTYS INC
$57.0M
PCGPG&E CORP
$54.7M
EVRGEVERGY INC
$53.1M
XLVSELECT SECTOR SPDR TR
$53.0M
FSVFIRSTSERVICE CORP NEW
$52.3M
8CWCROWN CASTLE INC
$51.8M
KGCKINROSS GOLD CORP
$51.6M
AOSSMITH A O CORP
$51.3M
VENVENTAS INC
$51.2M
VBRVANGUARD INDEX FDS
$51.2M
VBKVANGUARD INDEX FDS
$50.9M
CWENCLEARWAY ENERGY INC
$49.7M
BNDXVANGUARD CHARLOTTE FDS
$49.2M
CRMSALESFORCE INC
$48.9M
CSXCSX CORP
$48.8M
AGGISHARES TR
$48.2M
DECKDECKERS OUTDOOR CORP
$48.1M
ACWIISHARES TR
$47.3M
KLACKLA CORP
$46.7M
4I1PHILIP MORRIS INTL INC
$46.0M
EFXENERFLEX LTD
$45.8M
LHXL3HARRIS TECHNOLOGIES INC
$45.3M
TXNTEXAS INSTRS INC
$44.5M
PZZAPAPA JOHNS INTL INC
$44.3M
EMREMERSON ELEC CO
$44.2M
DDDUPONT DE NEMOURS INC
$43.9M
VCLTVANGUARD SCOTTSDALE FDS
$43.8M
ORLYOREILLY AUTOMOTIVE INC
$43.0M
BHPBHP GROUP LTD
$42.9M
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