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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 73
减持 43
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
—
SPDR S&P 500 ETF TR
+$6.29B
125,118,400
+4%
清仓
—
ISHARES TR
-$2.03B
0
-100%
减持
MSFT
MICROSOFT CORP
-$550.7M
4,840,588
-18%
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
GOOGL
ALPHABET INC
-$485.6M
2,254,623
-52%
增持
AVGO
BROADCOM INC
+$448.6M
2,672,880
+3347%
增持
RY
ROYAL BK CDA
+$357.1M
18,248,913
+1%
增持
BN
BROOKFIELD CORP
+$323.9M
23,123,203
+6%
清仓
—
APPLE INC
-$311.0M
0
-100%
增持
TD
TORONTO DOMINION BK ONT
+$294.8M
27,078,700
+5%
增持
EXE
CHESAPEAKE ENERGY CORP
+$272.9M
4,005,231
+482%
清仓
—
ELASTIC N V
-$248.3M
0
-100%
减持
—
ASML HOLDING N V
-$247.6M
2,879
-99%
减持
LLY
ELI LILLY & CO
-$231.1M
395,666
-38%
减持
BAC
BANK AMERICA CORP
-$228.0M
417,925
-93%
增持
NOW
SERVICENOW INC
+$226.9M
449,939
+102%
清仓
—
CONFLUENT INC
-$224.9M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$221.6M
363,794
-57%
增持
ENB
ENBRIDGE INC
+$211.6M
36,674,520
+2%
增持
CRM
SALESFORCE INC
+$210.3M
926,859
+449%
减持
AMZN
AMAZON COM INC
-$202.7M
7,279,179
-10%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$200.8M
16,351,993
+8%
清仓
BURL
BURLINGTON STORES INC
-$197.9M
0
-100%
减持
AAPL
APPLE INC
-$193.2M
4,538,958
-24%
增持
MFC
MANULIFE FINL CORP
+$193.2M
24,305,886
+23%
增持
KKR
KKR & CO INC
+$192.8M
1,598,529
+955%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$190.3M
6,601,600
+1671%
建仓
DASH
DOORDASH INC
+$190.2M
1,332,800
减持
NVO
NOVO-NORDISK A S
-$177.7M
450,186
-72%
减持
UBER
UBER TECHNOLOGIES INC
-$168.3M
819,432
-74%
增持
—
BROOKFIELD INFRAST PARTNERS
+$158.8M
16,975,883
+7%
增持
SHW
SHERWIN WILLIAMS CO
+$153.2M
1,508,734
+7%
增持
DLTR
DOLLAR TREE INC
+$153.0M
2,205,519
+11258%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$148.7M
14,459,174
+5%
增持
TMUS
T-MOBILE US INC
+$148.6M
732,885
+4831%
增持
AXP
AMERICAN EXPRESS CO
+$147.7M
545,399
+65849%
清仓
CCK
CROWN HLDGS INC
-$147.0M
0
-100%
增持
DG
DOLLAR GEN CORP NEW
+$146.3M
1,742,250
+21543%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$146.1M
672,800
+4252%
增持
BX
BLACKSTONE INC
+$144.7M
1,002,580
+1307%
增持
SHOP
SHOPIFY INC
+$142.1M
2,311,286
+254%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$138.8M
284,486
-59%
增持
SYK
STRYKER CORPORATION
+$133.1M
717,167
+94%
减持
KLAC
KLA CORP
-$130.6M
45,936
-77%
减持
NFLX
NETFLIX INC
-$130.5M
207,746
-50%
增持
RCI
ROGERS COMMUNICATIONS INC
+$123.1M
13,639,992
+19%
增持
DHI
D R HORTON INC
+$121.8M
656,792
+2540%
增持
APP
APPLOVIN CORP
+$120.8M
1,879,140
+26%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$118.8M
1,301,496
-34%
增持
TRP
TC ENERGY CORP
+$116.8M
15,691,287
+6%
增持
MPWR
MONOLITHIC PWR SYS INC
+$115.1M
129,200
+2338%
建仓
AR
ANTERO RESOURCES CORP
+$114.3M
3,990,905
减持
CVE
CENOVUS ENERGY INC
-$111.7M
8,058,764
-36%
清仓
WDC
WESTERN DIGITAL CORP.
-$109.6M
0
-100%
减持
—
MEDTRONIC PLC
-$108.1M
3,097,129
-37%
增持
WMT
WALMART INC
+$106.0M
3,934,475
+26%
增持
—
MONDAY COM LTD
+$105.4M
957,900
+44%
减持
GD
GENERAL DYNAMICS CORP
-$103.5M
16,905
-95%
清仓
ON
ON SEMICONDUCTOR CORP
-$98.7M
0
-100%
清仓
PINS
PINTEREST INC
-$98.7M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$97.9M
12,170
-97%
增持
SPGI
S&P GLOBAL INC
+$96.6M
250,125
+242%
增持
PH
PARKER-HANNIFIN CORP
+$96.6M
154,260
+8470%
增持
CNI
CANADIAN NATL RY CO
+$95.8M
10,262,013
+10%
减持
ORCL
ORACLE CORP
+$94.8M
3,858,537
-3%
增持
EFX
EQUIFAX INC
+$94.5M
325,559
+6945%
清仓
PZZA
PAPA JOHNS INTL INC
-$93.6M
0
-100%
增持
—
CHUBB LIMITED
+$91.5M
327,332
+2805%
增持
—
CRH PLC
+$91.1M
1,378,535
+182%
增持
QSR
RESTAURANT BRANDS INTL INC
+$90.4M
6,847,110
+19%
减持
—
EATON CORP PLC
-$90.0M
71,022
-80%
清仓
PDD
PDD HOLDINGS INC
-$89.6M
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$89.5M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$88.8M
587,821
增持
FLOT
ISHARES TR
+$88.7M
2,505,196
+227%
清仓
BA
BOEING CO
-$88.2M
0
-100%
增持
LW
LAMB WESTON HLDGS INC
+$86.5M
1,400,000
+2775%
增持
PHM
PULTE GROUP INC
+$86.2M
622,823
+2015%
减持
USHY
ISHARES TR
-$85.5M
1,197,747
-67%
增持
PFE
PFIZER INC
+$85.2M
5,358,821
+115%
增持
TU
TELUS CORPORATION
+$84.7M
39,510,684
+3%
减持
DDOG
DATADOG INC
-$84.2M
2,071,200
-17%
建仓
AFRM
AFFIRM HLDGS INC
+$83.2M
2,037,400
增持
NVDA
NVIDIA CORPORATION
+$82.6M
7,425,935
+12%
增持
WELL
WELLTOWER INC
+$81.0M
668,986
+1397%
减持
BKNG
BOOKING HOLDINGS INC
-$81.0M
47,870
-33%
建仓
ARGX
ARGENX SE
+$80.9M
149,300
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$79.9M
1,164,391
+4921%
建仓
TRU
TRANSUNION
+$79.7M
761,590
增持
—
GRANITE REAL ESTATE INVT TR
+$79.6M
4,650,051
+13%
增持
CL
COLGATE PALMOLIVE CO
+$77.8M
758,201
+8052%
减持
APO
APOLLO GLOBAL MGMT INC
-$77.3M
604,405
-53%
减持
SLF
SUN LIFE FINANCIAL INC.
+$75.9M
9,934,910
-3%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$74.5M
0
-100%
建仓
TMDX
TRANSMEDICS GROUP INC
+$71.5M
455,445
减持
IQV
IQVIA HLDGS INC
-$71.2M
106,836
-77%
增持
AXON
AXON ENTERPRISE INC
+$71.0M
454,426
+21%
增持
PSA
PUBLIC STORAGE OPER CO
+$70.4M
249,145
+253%
增持
BMO
BANK MONTREAL QUE
+$69.2M
7,565,045
+3%
减持
SLB
SCHLUMBERGER LTD
-$68.5M
545,362
-72%
增持
—
ARISTA NETWORKS INC
+$68.0M
648,174
+26%
减持
MCD
MCDONALDS CORP
+$67.7M
1,582,149
-3%
建仓
PODD
INSULET CORP
+$67.1M
288,500
增持
SPG
SIMON PPTY GROUP INC NEW
+$66.5M
393,296
+517395%
减持
NEE
NEXTERA ENERGY INC
+$65.9M
5,444,436
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$65.1M
28,885
-97%
增持
VB
VANGUARD INDEX FDS
+$63.9M
694,990
+50%
减持
JPM
JPMORGAN CHASE & CO.
-$63.3M
2,324,980
-15%
增持
WRB
BERKLEY W R CORP
+$62.9M
2,891,032
+50%
增持
AEM
AGNICO EAGLE MINES LTD
+$61.6M
1,467,233
+70%
增持
CTAS
CINTAS CORP
+$60.9M
343,804
+2335%
增持
VBK
VANGUARD INDEX FDS
+$60.8M
227,610
+159068%
减持
IDXX
IDEXX LABS INC
-$60.4M
4,395
-97%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$60.2M
133,900
建仓
CBRE
CBRE GROUP INC
+$58.6M
470,442
增持
PBA
PEMBINA PIPELINE CORP
+$56.9M
2,843,048
+75%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$56.6M
0
-100%
增持
IVV
ISHARES TR
+$55.9M
117,253
+448%
增持
MCO
MOODYS CORP
+$55.6M
149,108
+315%
减持
IOT
SAMSARA INC
+$55.2M
6,840,800
-16%
减持
HUN
HUNTSMAN CORP
-$55.1M
1,878,183
-57%
清仓
—
BLUEPRINT MEDICINES CORP
-$54.2M
0
-100%
增持
AVTR
AVANTOR INC
+$53.3M
9,051,018
+6%
增持
—
THOMSON REUTERS CORP.
+$53.1M
1,734,086
+20%
减持
FTS
FORTIS INC
+$53.0M
9,030,342
-2%
增持
NVR
NVR INC
+$51.6M
5,628
+1082%
减持
XLP
SELECT SECTOR SPDR TR
-$51.5M
9,410
-99%
建仓
LINE
LINEAGE INC
+$51.4M
655,182
增持
COST
COSTCO WHSL CORP NEW
+$51.2M
601,235
+6%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$50.1M
0
-100%
增持
USIG
ISHARES TR
+$48.2M
3,396,082
+31%
增持
—
SPOTIFY TECHNOLOGY S A
+$47.9M
407,161
+25%
减持
GS
GOLDMAN SACHS GROUP INC
-$47.6M
309,791
-30%
增持
GTLB
GITLAB INC
+$46.4M
931,200
+2885%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$45.4M
0
-100%
减持
META
META PLATFORMS INC
+$45.2M
850,053
-3%
清仓
LOW
LOWES COS INC
-$44.7M
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC
+$44.5M
358,000
清仓
DKNG
DRAFTKINGS INC NEW
-$43.8M
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$43.6M
0
-100%
减持
ECL
ECOLAB INC
-$43.3M
113,537
-63%
清仓
MCK
MCKESSON CORP
-$42.2M
0
-100%
减持
HD
HOME DEPOT INC
+$42.1M
724,339
-1%
增持
LII
LENNOX INTL INC
+$42.0M
96,928
+213%
减持
PGR
PROGRESSIVE CORP
+$41.9M
1,189,811
-5%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$41.9M
1,910,580
+18%
增持
MELI
MERCADOLIBRE INC
+$41.5M
68,661
+14%
减持
—
TRANE TECHNOLOGIES PLC
-$41.5M
250,920
-41%
减持
ROST
ROSS STORES INC
-$41.3M
1,664,176
-17%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$41.2M
10,027,395
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$41.1M
1,167,574
+307%
