1832 Asset Management L.P. Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$69.4B

Holdings

830

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (830 positions)

StockValue
WMBWILLIAMS COS INC
$131.4M
BABOEING CO
$130.6M
FEFIRSTENERGY CORP
$126.6M
IOTSAMSARA INC
$126.0M
AGGISHARES TR
$124.2M
HUMHUMANA INC
$124.0M
EXPDEXPEDITORS INTL WASH INC
$119.7M
TCN1EURTRICON RESIDENTIAL INC
$118.7M
SNPSSYNOPSYS INC
$116.5M
VOVANGUARD INDEX FDS
$116.1M
IGFISHARES TR
$115.8M
ACNACCENTURE PLC IRELAND
$110.8M
CDNSCADENCE DESIGN SYSTEM INC
$110.3M
PGPROCTER AND GAMBLE CO
$108.4M
SYKSTRYKER CORPORATION
$106.6M
LRCXEURLAM RESEARCH CORP
$103.7M
IEMGISHARES INC
$103.7M
USIGISHARES TR
$102.9M
ISRGINTUITIVE SURGICAL INC
$102.3M
OTXOPEN TEXT CORP
$100.9M
GLOBGLOBANT S A
$100.6M
CMGCHIPOTLE MEXICAN GRILL INC
$100.5M
PLDPROLOGIS INC.
$98.6M
DKNGDRAFTKINGS INC NEW
$97.4M
CAVACAVA GROUP INC
$96.6M
BALLBALL CORP
$95.0M
DASHDOORDASH INC
$92.9M
GUNRFLEXSHARES TR
$91.1M
USHYISHARES TR
$88.6M
FNVFRANCO NEV CORP
$88.6M
TSCOTRACTOR SUPPLY CO
$88.3M
GDXVANECK ETF TRUST
$88.0M
CMSCMS ENERGY CORP
$87.5M
ONONON HLDG AG
$85.2M
SPOTSPOTIFY TECHNOLOGY S A
$83.1M
EMBISHARES TR
$81.3M
TELTE CONNECTIVITY LTD
$81.2M
BRZEBRAZE INC
$81.1M
XIFRNEXTERA ENERGY PARTNERS LP
$79.1M
WINGWINGSTOP INC
$78.6M
ACWVISHARES INC
$77.8M
GTLBGITLAB INC
$76.9M
CELHCELSIUS HLDGS INC
$76.5M
HDBHDFC BANK LTD
$76.0M
DISDISNEY WALT CO
$75.5M
HYGISHARES TR
$75.1M
FNDESCHWAB STRATEGIC TR
$75.0M
SCCOSOUTHERN COPPER CORP
$73.9M
AOSSMITH A O CORP
$71.5M
BMRNBIOMARIN PHARMACEUTICAL INC
$71.1M
APOAPOLLO GLOBAL MGMT INC
$70.6M
ETRENTERGY CORP NEW
$67.7M
WMTWALMART INC
$67.6M
FSVFIRSTSERVICE CORP NEW
$66.5M
CSXCSX CORP
$65.5M
BXBLACKSTONE INC
$65.5M
IWCISHARES TR
$64.9M
8CWCROWN CASTLE INC
$62.1M
VCITVANGUARD SCOTTSDALE FDS
$62.1M
ARESARES MANAGEMENT CORPORATION
$60.3M
TXNTEXAS INSTRS INC
$59.5M
AEMAGNICO EAGLE MINES LTD
$58.2M
ESTCELASTIC N V
$58.2M
VBKVANGUARD INDEX FDS
$58.0M
VBRVANGUARD INDEX FDS
$57.6M
XLCSELECT SECTOR SPDR TR
$57.5M
SCHASCHWAB STRATEGIC TR
$56.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$56.1M
IBKRINTERACTIVE BROKERS GROUP IN
$56.0M
CMCSACOMCAST CORP NEW
$55.6M
GNRSPDR INDEX SHS FDS
$55.0M
SYMSYMBOTIC INC
$54.2M
AWCAMERICAN WTR WKS CO INC NEW
$53.3M
ASHASHLAND INC
$53.2M
SPHYSPDR SER TR
$53.2M
EWEDWARDS LIFESCIENCES CORP
$52.9M
AMLPALPS ETF TR
$51.4M
AQLTISHARES TR
$49.6M
ATOATMOS ENERGY CORP
$49.5M
NINISOURCE INC
$48.1M
RHCRH PLC
$47.9M
RACEFERRARI N V
$47.7M
AQLTISHARES TR
$47.7M
ARMARM HOLDINGS PLC
$46.9M
KGCKINROSS GOLD CORP
$46.1M
IVVISHARES TR
$44.5M
JNKSPDR SER TR
$44.3M
XLVSELECT SECTOR SPDR TR
$43.8M
VTIPVANGUARD MALVERN FDS
$43.7M
WECWEC ENERGY GROUP INC
$41.1M
EMLCVANECK ETF TRUST
$40.4M
DECKDECKERS OUTDOOR CORP
$40.3M
CAECAE INC
$40.0M
EFXENERFLEX LTD
$39.2M
FLOTISHARES TR
$38.9M
MOOVANECK ETF TRUST
$38.8M
VOTVANGUARD INDEX FDS
$38.6M
VOEVANGUARD INDEX FDS
$38.6M
XMHQINVESCO EXCHANGE TRADED FD T
$38.2M
DDDUPONT DE NEMOURS INC
$38.2M
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