1832 Asset Management L.P. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$131.3B

Holdings

687

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (687 positions)

StockValue
LINLINDE PLC
$201.0M
RTXRTX CORPORATION
$200.0M
KGCKINROSS GOLD CORP
$196.0M
LRCXLAM RESEARCH CORP
$194.0M
PEPPEPSICO INC
$186.0M
SNOWSNOWFLAKE INC
$186.0M
CIENCIENA CORP
$184.0M
ALNYALNYLAM PHARMACEUTICALS INC
$175.0M
IQVIQVIA HLDGS INC
$173.0M
CMECME GROUP INC
$172.0M
AXPAMERICAN EXPRESS CO
$171.0M
REGNREGENERON PHARMACEUTICALS
$167.0M
DDOGDATADOG INC
$166.0M
COFCAPITAL ONE FINL CORP
$165.0M
GMGENERAL MTRS CO
$165.0M
AMEAMETEK INC
$164.0M
WRBBERKLEY W R CORP
$162.0M
BACBANK AMERICA CORP
$160.0M
MRVLMARVELL TECHNOLOGY INC
$158.0M
PHPARKER-HANNIFIN CORP
$158.0M
IBMINTERNATIONAL BUSINESS MACHS
$157.0M
VOVANGUARD INDEX FDS
$157.0M
MUMICRON TECHNOLOGY INC
$152.0M
SCCOSOUTHERN COPPER CORP
$150.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$150.0M
TSLATESLA INC
$148.0M
MDTMEDTRONIC PLC
$147.0M
XLKSELECT SECTOR SPDR TR
$146.0M
AGIALAMOS GOLD INC NEW
$145.0M
TOSTTOAST INC
$144.0M
MAAMID-AMER APT CMNTYS INC
$143.0M
ULTAULTA BEAUTY INC
$140.0M
EXPEEXPEDIA GROUP INC
$139.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$138.0M
AQLTIBOXX HI YD ETF
$134.0M
PSAPUBLIC STORAGE OPER CO
$134.0M
AFRMAFFIRM HLDGS INC
$132.0M
CVNACARVANA CO
$132.0M
BABOEING CO
$131.0M
ETRENTERGY CORP NEW
$129.0M
IGFISHARES TR
$129.0M
KLACKLA CORP
$128.0M
VBVANGUARD INDEX FDS
$128.0M
LOWLOWES COS INC
$127.0M
USIGISHARES TR
$123.0M
MRKMERCK & CO INC
$123.0M
PLTRPALANTIR TECHNOLOGIES INC
$123.0M
GEGE AEROSPACE
$119.0M
DHID R HORTON INC
$119.0M
CPRTCOPART INC
$119.0M
UNPUNION PAC CORP
$117.0M
XOMEXXON MOBIL CORP
$116.0M
TEVATEVA PHARMACEUTICAL INDS LTD
$116.0M
ACWVISHARES INC
$110.0M
INTUINTUIT
$110.0M
USHYISHARES TR
$109.0M
NEMNEWMONT CORP
$108.0M
BROSDUTCH BROS INC
$106.0M
ROSTROSS STORES INC
$104.0M
NUNU HLDGS LTD
$104.0M
WFGWEST FRASER TIMBER CO LTD
$104.0M
TELTE CONNECTIVITY PLC
$100.0M
IOTSAMSARA INC
$99.0M
MDLZMONDELEZ INTL INC
$95.0M
CNXCCONCENTRIX CORP
$94.0M
ARGXARGENX SE
$93.0M
STLDSTEEL DYNAMICS INC
$93.0M
ALCALCON AG
$93.0M
ANETARISTA NETWORKS INC
$92.0M
AGGISHARES TR
$91.0M
LHXL3HARRIS TECHNOLOGIES INC
$90.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$89.0M
FROGJFROG LTD
$89.0M
AZOAUTOZONE INC
$88.0M
AQLTISHARES TR
$88.0M
GWREGUIDEWIRE SOFTWARE INC
$86.0M
MNSTMONSTER BEVERAGE CORP NEW
$86.0M
CBCHUBB LIMITED
$86.0M
ASHASHLAND INC
$83.0M
SPHYSPDR SERIES TRUST
$82.0M
EAELECTRONIC ARTS INC
$82.0M
TECK/BTECK RESOURCES LTD
$82.0M
RLRALPH LAUREN CORP
$82.0M
ISRGINTUITIVE SURGICAL INC
$80.0M
AOSSMITH A O CORP
$80.0M
ASMLASML HOLDING N V
$79.0M
NKENIKE INC
$79.0M
RBRKRUBRIK INC.
$78.0M
EMBISHARES TR
$77.0M
RDDTREDDIT INC
$76.0M
GUNRFLEXSHARES TR
$75.0M
OZKBANK OZK LITTLE ROCK ARK
$75.0M
AMRZAMRIZE LTD
$75.0M
RSGREPUBLIC SVCS INC
$74.0M
FNDFLOOR & DECOR HLDGS INC
$72.0M
DEDEERE & CO
$72.0M
CCOCAMECO CORP
$71.0M
IWCISHARES TR
$71.0M
FSVFIRSTSERVICE CORP NEW
$68.0M
EXPDEXPEDITORS INTL WASH INC
$67.0M
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