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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 76
减持 46
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
—
SPDR S&P 500 ETF TR
-$5.91B
34,590,000
-34%
清仓
—
DRAFTKINGS INC NEW
-$438.7M
0
-100%
增持
RY
ROYAL BK CDA
+$341.7M
18,462,707
+6%
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
MSFT
MICROSOFT CORP
+$324.1M
6,394,303
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$280.2M
157,325
-84%
增持
AMZN
AMAZON COM INC
+$260.9M
7,447,231
+9%
增持
JPM
JPMORGAN CHASE & CO
+$259.9M
3,338,608
+57%
减持
SLB
SCHLUMBERGER LTD
-$256.1M
100
-100%
减持
BAC
BANK AMERICA CORP
-$240.0M
715,959
-93%
减持
GOOGL
ALPHABET INC
-$238.1M
1,683,688
-53%
减持
LLY
ELI LILLY & CO
-$226.8M
337,912
-57%
增持
AVGO
BROADCOM INC
+$225.5M
239,889
+371%
建仓
ZS
ZSCALER INC
+$217.7M
982,500
清仓
TTD
THE TRADE DESK INC
-$211.0M
0
-100%
减持
BMO
BANK MONTREAL QUE
-$209.2M
5,720,115
-38%
增持
TRP
TC ENERGY CORP
+$208.4M
19,786,834
+21%
增持
UBER
UBER TECHNOLOGIES INC
+$200.8M
5,843,829
+69%
增持
AAPL
APPLE INC
+$199.6M
4,622,023
+15%
增持
NFLX
NETFLIX INC
+$191.4M
577,393
+143%
清仓
—
CONFLUENT INC
-$187.0M
0
-100%
减持
BN
BROOKFIELD CORP
+$181.3M
22,306,538
-2%
增持
PGR
PROGRESSIVE CORP
+$175.4M
1,485,750
+238%
增持
BURL
BURLINGTON STORES INC
+$166.2M
1,034,218
+300%
增持
SNOW
SNOWFLAKE INC
+$165.3M
1,680,700
+52%
增持
AMT
AMERICAN TOWER CORP NEW
+$161.7M
2,766,446
+4%
增持
NET
CLOUDFLARE INC
+$159.7M
2,916,600
+121%
增持
CNI
CANADIAN NATL RY CO
+$158.7M
8,785,479
+1%
增持
DDOG
DATADOG INC
+$156.6M
2,619,500
+48%
增持
RCI
ROGERS COMMUNICATIONS INC
+$152.2M
12,707,709
+10%
减持
PFE
PFIZER INC
-$152.0M
107,719
-98%
减持
COP
CONOCOPHILLIPS
-$149.1M
83,345
-94%
减持
NVDA
NVIDIA CORPORATION
-$148.0M
734,358
-38%
增持
V
VISA INC
+$146.8M
4,473,963
+1%
清仓
HUBS
HUBSPOT INC
-$143.7M
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$141.8M
558,586
+3645%
增持
ENB
ENBRIDGE INC
+$128.0M
35,289,140
+2%
减持
CAT
CATERPILLAR INC
-$118.5M
228
-100%
增持
TD
TORONTO DOMINION BK ONT
+$116.1M
24,569,253
+1%
清仓
INSP
INSPIRE MED SYS INC
-$111.6M
0
-100%
增持
BA
BOEING CO
+$111.2M
501,140
+395%
减持
ACWV
ISHARES INC
-$106.9M
775,621
-60%
增持
—
LINDE PLC
+$106.5M
387,735
+174%
清仓
ARGX
ARGENX SE
-$105.6M
0
-100%
增持
QSR
RESTAURANT BRANDS INTL INC
+$101.5M
4,668,144
+18%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$100.5M
43,960
增持
WCN
WASTE CONNECTIONS INC
+$99.1M
4,104,003
+7%
增持
WFC
WELLS FARGO CO NEW
+$97.7M
3,503,169
+92%
增持
PANW
PALO ALTO NETWORKS INC
+$97.2M
640,755
+64%
增持
—
LAM RESEARCH CORP
+$97.1M
132,411
+1149%
增持
COST
COSTCO WHSL CORP NEW
+$97.0M
529,196
+18%
增持
CRM
SALESFORCE INC
+$93.3M
838,074
+34%
建仓
DASH
DOORDASH INC
+$92.9M
939,800
增持
SNPS
SYNOPSYS INC
+$90.2M
226,246
+294%
增持
—
BROOKFIELD INFRAST PARTNERS
+$89.5M
19,209,097
+10%
减持
FANG
DIAMONDBACK ENERGY INC
-$88.2M
75,041
-88%
增持
ADBE
ADOBE INC
+$87.1M
346,819
+48%
减持
SYK
STRYKER CORPORATION
-$85.5M
355,852
-49%
建仓
—
SPOTIFY TECHNOLOGY S A
+$83.1M
442,200
增持
MCD
MCDONALDS CORP
+$81.0M
1,727,644
+6%
清仓
GMAB
GENMAB A/S
-$79.1M
0
-100%
建仓
WING
WINGSTOP INC
+$78.6M
306,400
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$77.8M
1,249,603
+101%
建仓
GTLB
GITLAB INC
+$76.9M
1,221,700
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$73.8M
1,494,702
+5%
减持
—
EXXON MOBIL CORP
-$73.7M
1,624,807
-19%
增持
TU
TELUS CORPORATION
+$73.3M
35,614,595
+4%
增持
MAA
MID-AMER APT CMNTYS INC
+$73.2M
1,030,038
+103%
增持
HON
HONEYWELL INTL INC
+$72.6M
2,243,353
+4%
增持
HUM
HUMANA INC
+$72.2M
270,900
+154%
增持
ELV
ELEVANCE HEALTH INC
+$72.2M
579,755
+25%
增持
DXCM
DEXCOM INC
+$70.9M
1,803,000
+10%
增持
—
MEDTRONIC PLC
+$70.7M
3,053,571
+32%
增持
BRZE
BRAZE INC
+$69.9M
1,527,100
+537%
减持
TJX
TJX COS INC NEW
-$69.1M
6,436,707
-15%
减持
TSLA
TESLA INC
-$68.4M
7,091
-97%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$68.1M
2,602,485
+599%
减持
NOW
SERVICENOW INC
+$66.3M
636,658
-7%
减持
EXC
EXELON CORP
-$65.5M
54,869
-97%
减持
SCHP
SCHWAB STRATEGIC TR
-$65.1M
339,044
-79%
清仓
—
GLOBAL E ONLINE LTD
-$64.1M
0
-100%
增持
SLF
SUN LIFE FINANCIAL INC.
+$62.6M
9,725,626
+7%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$62.1M
763,490
增持
—
BROOKFIELD RENEWABLE PARTNER
+$60.2M
12,431,178
+1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$59.5M
13,358,399
-0%
增持
CVE
CENOVUS ENERGY INC
+$59.3M
8,235,834
+120%
增持
NEE
NEXTERA ENERGY INC
+$58.9M
6,631,121
+10%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$58.4M
1,216,600
-19%
增持
CAVA
CAVA GROUP INC
+$58.3M
2,248,400
+79%
建仓
—
ELASTIC N V
+$58.2M
516,000
增持
VBR
VANGUARD INDEX FDS
+$57.6M
320,100
+202495%
减持
SU
SUNCOR ENERGY INC NEW
-$55.2M
21,289,071
-1%
增持
WMT
WALMART INC
+$54.0M
428,577
+404%
建仓
SPHY
SPDR SER TR
+$53.2M
2,274,104
增持
NVO
NOVO-NORDISK A S
+$52.0M
2,201,026
+14%
建仓
AMLP
ALPS ETF TR
+$51.4M
1,209,230
减持
MA
MASTERCARD INCORPORATED
-$49.9M
844,477
-18%
增持
VB
VANGUARD INDEX FDS
+$49.4M
722,339
+30%
减持
EFX
EQUIFAX INC
-$49.0M
4,028
-99%
减持
SHOP
SHOPIFY INC
+$48.2M
2,171,176
-2%
建仓
ARM
ARM HOLDINGS PLC
+$46.9M
624,000
增持
NI
NISOURCE INC
+$46.7M
1,811,447
+3196%
增持
ISRG
INTUITIVE SURGICAL INC
+$46.4M
303,331
+59%
增持
—
THOMSON REUTERS CORP.
+$44.3M
1,783,086
+1%
清仓
—
HESS CORP
-$44.3M
0
-100%
增持
—
GLOBANT S A
+$44.3M
422,800
+48%
清仓
BKR
BAKER HUGHES COMPANY
-$44.2M
0
-100%
增持
BX
BLACKSTONE INC
+$43.9M
500,044
+149%
减持
META
META PLATFORMS INC
-$43.7M
1,381,422
-22%
建仓
VTIP
VANGUARD MALVERN FDS
+$43.7M
920,964
减持
ALB
ALBEMARLE CORP
-$43.7M
735
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$43.1M
2,762,324
+127%
增持
SYM
SYMBOTIC INC
+$42.0M
1,055,400
+190%
增持
UNP
UNION PAC CORP
+$40.8M
901,479
+2%
减持
—
ELBIT SYS LTD
-$40.7M
1,885,600
-16%
清仓
SCZ
ISHARES TR
-$40.6M
0
-100%
增持
—
MONDAY COM LTD
+$39.3M
860,300
+12%
增持
BSX
BOSTON SCIENTIFIC CORP
+$39.2M
2,558,039
+24%
增持
—
CRH PLC
+$38.4M
692,350
+301%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$38.2M
430,852
增持
SCHA
SCHWAB STRATEGIC TR
+$36.9M
1,192,657
+154%
增持
CME
CME GROUP INC
+$35.4M
770,200
+22%
建仓
ON
ON SEMICONDUCTOR CORP
+$35.1M
420,000
增持
MFC
MANULIFE FINL CORP
+$35.0M
7,230,181
+6%
减持
LULU
LULULEMON ATHLETICA INC
-$34.2M
470,638
-34%
减持
PWR
QUANTA SVCS INC
-$33.4M
50,643
-79%
增持
XLK
SELECT SECTOR SPDR TR
+$33.2M
732,848
+11%
清仓
BWX
SPDR SER TR
-$33.0M
0
-100%
减持
ROST
ROSS STORES INC
+$32.9M
1,736,476
-5%
减持
WEC
WEC ENERGY GROUP INC
-$32.6M
488,585
-47%
减持
SHW
SHERWIN WILLIAMS CO
+$32.4M
697,723
-4%
增持
GNR
SPDR INDEX SHS FDS
+$31.9M
971,679
+134%
减持
VOO
VANGUARD INDEX FDS
-$30.6M
11,843
-87%
减持
CWEN
CLEARWAY ENERGY INC
-$30.6M
92,600
-94%
减持
NKE
NIKE INC
-$30.5M
2,918,178
-20%
减持
FNV
FRANCO NEV CORP
-$30.4M
799,794
-10%
减持
AJG
GALLAGHER ARTHUR J & CO
-$29.5M
50,346
-72%
增持
XLC
SELECT SECTOR SPDR TR
+$29.3M
791,649
+84%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$29.2M
737,221
+56%
增持
FE
FIRSTENERGY CORP
+$28.8M
3,454,376
+21%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$28.8M
950,000
清仓
IAU
ISHARES GOLD TR
-$28.4M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.3M
1,453,794
-8%
增持
DIS
DISNEY WALT CO
+$27.3M
835,799
+41%
减持
PDD
PDD HOLDINGS INC
+$27.2M
909,900
-16%
减持
IOT
SAMSARA INC
+$27.2M
3,774,700
-4%
增持
MLM
MARTIN MARIETTA MATLS INC
+$26.9M
54,000
+415285%
减持
DLTR
DOLLAR TREE INC
-$26.9M
198,519
-62%
增持
—
EATON CORP PLC
+$26.5M
687,523
+5%
减持
FTS
FORTIS INC
+$26.1M
9,023,715
-1%
增持
CELH
CELSIUS HLDGS INC
-$25.9M
1,403,200
+135%
