Filing analysis
1832 Asset Management L.P.
13F-HR · period Q2 2026 · filed Aug 13, 2026
$199.41BReported 13F value
630Positions
+70New
217Increased
272Reduced
−77Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| TRI Thomson Reuters Corporation | $626.51M | 0.8% |
| SNDK Sandisk Corporation | $186.78M | 0.2% |
| HUM Humana Inc. | $176.40M | 0.2% |
| AFRM Affirm Holdings, Inc. | $125.13M | 0.2% |
| INTC Intel Corp. | $117.21M | 0.1% |
| TWLO Twilio Inc. | $114.62M | 0.1% |
| UBS UBS Group AG | $84.10M | 0.1% |
| RL Ralph Lauren Corporation | $75.85M | 0.1% |
| FITB Fifth Third Bancorp | $75.38M | 0.1% |
| MAR Marriott International, Inc. | $75.27M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| RY Royal Bank of Canada | ▲ Add | +3.2% | $3.53B |
| GOOGL Alphabet Inc. | ▲ Add | +23.5% | $1.70B |
| TD The Toronto-Dominion Bank | ▼ Trim | -7.5% | $3.41B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +29.0% | $553.41M |
| NFLX Netflix, Inc. | ▼ Trim | -84.5% | $51.27M |
| LLY Eli Lilly and Company | ▲ Add | +293.2% | $476.15M |
| XONA.DE Exxon Mobil Corporation | ▼ Trim | -79.3% | $71.91M |
| BMO Bank of Montreal | ▼ Trim | -3.1% | $1.64B |
| JPM JPMorgan Chase & Co. | ▲ Add | +36.9% | $898.67M |
| KLAC KLA Corporation | ▼ Trim | -0.6% ✂ | $595.24M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.