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1832 Asset Management L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
1832 Asset Management L.P.
报告期 2026-03-31 · CIK 0000944388
持仓数
647
前50大市值合计
$76.81B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 8
增持 68
减持 58
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$861.2M
8,040,593
+96%
增持
AMD
ADVANCED MICRO DEVICES INC
+$514.8M
3,666,565
+1709%
减持
DHR
DANAHER CORPORATION
-$496.0M
754,129
-69%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MS
MORGAN STANLEY
-$488.8M
237,903
-95%
减持
LULU
LULULEMON ATHLETICA INC
-$445.1M
689,647
-61%
增持
UNH
UNITEDHEALTH GROUP INC
+$440.9M
2,061,020
+36%
减持
A
AGILENT TECHNOLOGIES INC
-$409.4M
14
-100%
减持
SNAP
SNAP INC
-$368.9M
345,300
-94%
增持
EL
LAUDER ESTEE COS INC
+$337.1M
1,200,727
+239%
增持
NEE
NEXTERA ENERGY INC
+$308.0M
9,406,722
+29%
增持
MCD
MCDONALDS CORP
+$290.2M
2,791,623
+48%
减持
BDX
BECTON DICKINSON & CO
-$281.7M
55,932
-95%
增持
HD
HOME DEPOT INC
+$262.1M
1,503,876
+41%
减持
FIS
FIDELITY NATL INFORMATION SV
-$258.7M
827,798
-71%
减持
GOOG
ALPHABET INC
-$256.3M
92,911
-53%
增持
KLAC
KLA CORP
+$251.7M
584,300
+53952%
增持
—
LAM RESEARCH CORP
+$229.0M
414,564
+230%
增持
GOOGL
ALPHABET INC
+$215.5M
343,773
+17%
减持
LLY
LILLY ELI & CO
-$213.8M
52,328
-95%
减持
MSFT
MICROSOFT CORP
+$209.7M
6,999,179
-9%
减持
TD
TORONTO DOMINION BK ONT
+$208.9M
22,704,712
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$181.7M
1,013,174
+1321%
增持
SNOW
SNOWFLAKE INC
+$180.1M
531,203
+28459%
清仓
UPST
UPSTART HLDGS INC
-$178.9M
0
-100%
减持
SQ
BLOCK INC
-$176.0M
29,185
-96%
清仓
DT
DYNATRACE INC
-$175.3M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$174.9M
5,549,850
-32%
减持
TWLO
TWILIO INC
-$172.2M
10
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$170.6M
1,957,500
+33517%
减持
—
ACCENTURE PLC IRELAND
+$162.3M
1,907,631
-2%
增持
TTD
THE TRADE DESK INC
+$161.4M
1,717,400
+56580%
增持
IQV
IQVIA HLDGS INC
+$156.5M
598,612
+1062%
减持
NVDA
NVIDIA CORPORATION
-$152.9M
1,475,110
-49%
增持
—
BROOKFIELD INFRAST PARTNERS
+$148.5M
9,797,627
+23%
建仓
—
GLOBANT S A
+$147.3M
462,500
清仓
WING
WINGSTOP INC
-$142.9M
0
-100%
增持
—
HORIZON THERAPEUTICS PUB L
+$142.3M
1,406,500
+1493%
建仓
FIVE
FIVE BELOW INC
+$140.5M
681,500
增持
DVN
DEVON ENERGY CORP NEW
+$140.3M
5,346,149
+101%
减持
BNS
BANK NOVA SCOTIA B C
+$138.4M
17,219,408
-3%
增持
RY
ROYAL BK CDA
+$137.5M
17,771,974
+1%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$137.2M
4,394,600
+81%
清仓
DOCU
DOCUSIGN INC
-$132.2M
0
-100%
增持
DDOG
DATADOG INC
+$131.7M
2,593,400
+7%
增持
—
CANADIAN PAC RY LTD
+$129.7M
13,591,626
+6%
减持
—
BROOKFIELD ASSET MGMT INC
+$125.3M
22,245,656
-3%
清仓
HUBS
HUBSPOT INC
-$122.2M
0
-100%
增持
UNP
UNION PAC CORP
+$121.0M
1,819,973
+9%
清仓
—
PAGSEGURO DIGITAL LTD
-$116.3M
0
-100%
减持
CRM
SALESFORCE COM INC
-$114.3M
408,492
-50%
增持
HON
HONEYWELL INTL INC
+$109.6M
2,206,716
+36%
增持
ENB
ENBRIDGE INC
+$108.5M
21,713,610
+18%
清仓
AFRM
AFFIRM HLDGS INC
-$102.4M
0
-100%
增持
CNQ
CANADIAN NAT RES LTD
+$102.0M
16,841,334
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$101.5M
696,645
+11%
建仓
—
ICON PLC
+$100.0M
320,000
增持
LOW
LOWES COS INC
+$98.3M
389,590
+3171%
建仓
—
TRICON RESIDENTIAL INC
+$97.5M
6,437,634
减持
PFE
PFIZER INC
+$95.4M
8,024,146
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$93.0M
3,329
-100%
增持
—
INMODE LTD
+$92.2M
2,260,400
+433%
减持
COST
COSTCO WHSL CORP NEW
+$92.1M
1,103,746
-7%
减持
—
MEDTRONIC PLC
-$91.1M
3,816,003
-2%
增持
DIS
DISNEY WALT CO
+$88.8M
634,166
+917%
增持
JNJ
JOHNSON & JOHNSON
+$86.7M
3,189,819
+12%
增持
ULTA
ULTA BEAUTY INC
+$84.8M
365,911
+115%
增持
BILL
BILL COM HLDGS INC
+$83.4M
934,700
+60%
增持
CM
CANADIAN IMP BK COMM
+$82.7M
5,100,959
+12%
减持
SE
SEA LTD
-$82.6M
864,450
-3%
减持
TRP
TC ENERGY CORP
-$82.4M
16,024,852
-6%
增持
INTU
INTUIT
+$79.9M
210,852
+109%
增持
TSCO
TRACTOR SUPPLY CO
+$79.7M
1,775,800
+8%
清仓
RH
RH
-$78.5M
0
-100%
增持
RCI
ROGERS COMMUNICATIONS INC
+$76.7M
9,028,468
+20%
清仓
—
DLOCAL LTD
-$74.0M
0
-100%
增持
V
VISA INC
+$72.9M
4,021,461
+13%
增持
ADI
ANALOG DEVICES INC
+$72.7M
510,373
+396%
增持
DAVA
ENDAVA PLC
+$72.4M
475,200
+841%
清仓
AVTR
AVANTOR INC
-$72.0M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$71.7M
855,300
-1%
增持
CBRE
CBRE GROUP INC
+$69.2M
633,178
+27501%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$68.6M
912,805
+667%
减持
JPM
JPMORGAN CHASE & CO
-$68.1M
1,786,861
-16%
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$64.3M
0
-100%
减持
SU
SUNCOR ENERGY INC NEW
+$63.3M
21,123,064
-5%
增持
BMO
BANK MONTREAL QUE
+$62.6M
5,445,343
+5%
减持
EW
EDWARDS LIFESCIENCES CORP
-$61.6M
755,831
-46%
减持
MELI
MERCADOLIBRE INC
-$61.5M
122,323
-11%
减持
EOG
EOG RES INC
-$60.7M
86,317
-90%
减持
TXN
TEXAS INSTRS INC
-$60.3M
763,148
-28%
建仓
—
SEAGEN INC
+$58.0M
370,200
增持
WMT
WALMART INC
+$57.3M
1,019,891
+60%
减持
NKE
NIKE INC
-$56.3M
2,302,356
-24%
减持
MDB
MONGODB INC
+$54.0M
862,000
-3%
增持
TJX
TJX COS INC NEW
+$53.6M
3,373,655
+16%
减持
SBUX
STARBUCKS CORP
-$51.1M
19,270
-96%
增持
DECK
DECKERS OUTDOOR CORP
+$49.8M
364,437
+59%
减持
URI
UNITED RENTALS INC
-$49.7M
2,405
-98%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$48.6M
23,214
-88%
建仓
—
NUVEI CORPORATION
+$48.2M
716,820
增持
TGT
TARGET CORP
+$47.4M
206,300
+5309%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$46.2M
3,079
-96%
减持
FTS
FORTIS INC
-$45.7M
12,638,966
-15%
清仓
CRL
CHARLES RIV LABS INTL INC
-$45.1M
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$45.1M
6,332,769
+0%
增持
SNPS
SYNOPSYS INC
+$44.1M
209,100
+86%
增持
CDW
CDW CORP
+$43.2M
1,101,136
+12%
减持
SPGI
S&P GLOBAL INC
-$43.1M
1,244,343
-16%
增持
SCHW
SCHWAB CHARLES CORP
+$42.4M
872,193
+107%
建仓
HAL
HALLIBURTON CO
+$41.9M
1,831,376
减持
BAC
BK OF AMERICA CORP
-$41.6M
309,913
-76%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$41.5M
454
-100%
增持
DXCM
DEXCOM INC
+$41.1M
331,200
+30%
增持
HYG
ISHARES TR
+$41.0M
889,972
+111%
增持
TU
TELUS CORPORATION
+$40.7M
22,682,935
+1%
减持
APH
AMPHENOL CORP NEW
-$39.9M
270
-100%
减持
DG
DOLLAR GEN CORP NEW
-$39.7M
214,330
-48%
减持
PG
PROCTER AND GAMBLE CO
-$39.6M
1,342,728
-26%
减持
—
ATLASSIAN CORP PLC
-$39.5M
457,200
-18%
减持
BABA
ALIBABA GROUP HLDG LTD
-$39.5M
749,771
-16%
增持
META
META PLATFORMS INC
+$38.5M
557,439
+23%
增持
CMS
CMS ENERGY CORP
+$38.2M
765,464
+279%
增持
WCN
WASTE CONNECTIONS INC
+$37.8M
4,009,434
+0%
减持
—
ACTIVISION BLIZZARD INC
-$37.7M
369,187
-54%
减持
MCO
MOODYS CORP
-$36.2M
34,816
-75%
增持
C
CITIGROUP INC
+$34.6M
968,246
+184%
增持
MLM
MARTIN MARIETTA MATLS INC
+$34.6M
87,354
+664%
增持
CAT
CATERPILLAR INC
+$34.6M
169,873
+4098%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$34.2M
6,325,282
+24%
减持
—
SVB FINANCIAL GROUP
-$32.9M
88,765
-38%
增持
FDX
FEDEX CORP
+$32.8M
195,668
+138%
减持
RGEN
REPLIGEN CORP
-$32.5M
671,200
-8%
建仓
PENN
PENN NATL GAMING INC
+$32.5M
632,612
增持
STWD
STARWOOD PPTY TR INC
+$32.3M
3,202,073
+72%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$32.0M
71,144
-80%
清仓
DGX
QUEST DIAGNOSTICS INC
-$31.7M
0
-100%
清仓
MAS
MASCO CORP
-$31.6M
0
-100%
减持
PEP
PEPSICO INC
-$31.2M
80,819
-73%
减持
SHOP
SHOPIFY INC
-$30.3M
124,780
-18%
清仓
ERIC
ERICSSON
-$30.0M
0
-100%
减持
CTAS
CINTAS CORP
-$29.7M
10,030
-88%
减持
EPAM
EPAM SYS INC
+$29.6M
280,900
-0%
增持
—
EATON CORP PLC
+$29.2M
702,226
+17%
减持
ROP
ROPER TECHNOLOGIES INC
-$28.9M
15,821
-80%
增持
OLN
OLIN CORP
+$28.3M
593,025
+381%
增持
COP
CONOCOPHILLIPS
+$28.3M
3,500,500
+5%
减持
AVGO
BROADCOM INC
-$28.3M
3,166
-95%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$28.2M
90,360
+28%
清仓
—
ALLEGION PLC
-$27.8M
0
-100%
增持
SLF
SUN LIFE FINANCIAL INC.
+$27.6M
5,988,028
+2%
