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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 50
减持 64
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
—
SPDR S&P 500 ETF TR
-$10.24B
105,008,400
-16%
减持
TD
TORONTO DOMINION BK ONT
-$499.2M
22,799,327
-16%
减持
UNH
UNITEDHEALTH GROUP INC
-$307.1M
1,235,937
-22%
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。
清仓
—
GRANITE REAL ESTATE INVT TR
-$284.2M
0
-100%
建仓
ALAB
ASTERA LABS INC
+$283.6M
2,141,200
增持
TSLA
TESLA INC
+$266.2M
664,946
+7395%
清仓
—
MONDAY COM LTD
-$266.1M
0
-100%
清仓
—
ARISTA NETWORKS INC
-$248.8M
0
-100%
增持
GOOGL
ALPHABET INC
+$246.1M
3,275,264
+45%
建仓
GRTUF
GRANITE REAL ESTATE INVT TR
+$243.7M
5,021,098
减持
RY
ROYAL BK CDA
-$239.6M
16,899,730
-7%
增持
GEV
GE VERNOVA INC
+$229.7M
743,550
+1177%
建仓
ANET
ARISTA NETWORKS INC
+$210.0M
1,900,201
增持
NVDA
NVIDIA CORPORATION
+$197.4M
8,185,575
+10%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$196.9M
0
-100%
增持
V
VISA INC
+$192.6M
3,763,163
+4%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$191.6M
1,734,935
增持
APO
APOLLO GLOBAL MGMT INC
+$191.0M
1,613,738
+167%
减持
GE
GE AEROSPACE
-$186.5M
16,149
-98%
增持
CRM
SALESFORCE INC
+$185.7M
1,314,243
+42%
减持
IYW
ISHARES TR
-$180.6M
25,707
-98%
增持
MSFT
MICROSOFT CORP
+$179.9M
5,368,363
+11%
减持
PGR
PROGRESSIVE CORP
-$177.3M
519,996
-56%
减持
LLY
ELI LILLY & CO
-$173.1M
229,870
-42%
减持
BCE
BCE INC
-$162.7M
1,129,925
-79%
减持
AMZN
AMAZON COM INC
+$162.2M
6,921,446
-5%
建仓
SNOW
SNOWFLAKE INC
+$160.1M
1,036,640
减持
CNQ
CANADIAN NAT RES LTD
-$157.3M
31,219,278
-8%
清仓
DLTR
DOLLAR TREE INC
-$155.1M
0
-100%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$151.8M
14,992,257
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$151.4M
71,057
+48%
增持
XLK
SELECT SECTOR SPDR TR
+$148.4M
650,037
+5241%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$147.1M
2,466,754
+8440%
减持
DG
DOLLAR GEN CORP NEW
-$146.9M
5,900
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$145.9M
12,780
-98%
减持
TMUS
T-MOBILE US INC
-$145.9M
24,129
-97%
清仓
MELI
MERCADOLIBRE INC
-$140.9M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$140.7M
1,856,864
+43%
增持
BROS
DUTCH BROS INC
+$135.2M
2,632,100
+3071%
减持
DDOG
DATADOG INC
-$133.7M
731,800
-65%
增持
NET
CLOUDFLARE INC
+$133.2M
3,149,400
+24%
减持
CVE
CENOVUS ENERGY INC
-$132.0M
185,759
-98%
减持
RCI
ROGERS COMMUNICATIONS INC
-$130.9M
13,589,626
-0%
增持
AAPL
APPLE INC
+$130.7M
4,745,240
+5%
增持
PFE
PFIZER INC
+$130.6M
10,769,580
+101%
增持
CNI
CANADIAN NATL RY CO
-$125.4M
10,607,365
+3%
减持
DHI
D R HORTON INC
-$123.1M
15,471
-98%
减持
SHW
SHERWIN WILLIAMS CO
-$122.8M
1,332,865
-12%
增持
WFC
WELLS FARGO CO NEW
+$122.3M
2,930,734
+98%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$119.4M
0
-100%
减持
NKE
NIKE INC
-$115.8M
1,208,086
-48%
清仓
WING
WINGSTOP INC
-$114.9M
0
-100%
建仓
RDDT
REDDIT INC
+$112.6M
689,200
增持
TU
TELUS CORPORATION
-$106.5M
41,038,848
+4%
减持
BX
BLACKSTONE INC
-$106.4M
273,535
-73%
减持
ORCL
ORACLE CORP
-$106.0M
3,309,534
-14%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$105.5M
1,022,337
-46%
减持
IEMG
ISHARES INC
-$104.1M
3,886
-100%
增持
GKOS
GLAUKOS CORP
+$104.0M
723,300
+2040%
建仓
SE
SEA LTD
+$103.9M
978,800
增持
UBER
UBER TECHNOLOGIES INC
+$100.9M
2,693,490
+229%
减持
SU
SUNCOR ENERGY INC NEW
-$100.0M
20,042,564
-9%
减持
NEE
NEXTERA ENERGY INC
-$95.7M
5,084,388
-7%
减持
EFX
EQUIFAX INC
-$94.1M
6,024
-98%
减持
—
TRANE TECHNOLOGIES PLC
-$93.3M
11,549
-95%
建仓
—
FLUTTER ENTMT PLC
+$93.1M
360,200
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$91.7M
313,236
+187%
减持
—
CHUBB LIMITED
-$90.3M
14,998
-95%
减持
FLOT
ISHARES TR
-$89.7M
750,210
-70%
增持
HUBS
HUBSPOT INC
+$87.5M
158,600
+266%
减持
PHM
PULTE GROUP INC
-$86.6M
25,276
-96%
减持
IOT
SAMSARA INC
-$86.6M
5,551,600
-19%
清仓
AMLP
ALPS ETF TR
-$85.5M
0
-100%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$82.6M
8,774,001
-12%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$81.8M
0
-100%
清仓
NU
NU HLDGS LTD
-$81.8M
0
-100%
建仓
BURL
BURLINGTON STORES INC
+$81.6M
286,100
减持
ACWV
ISHARES INC
-$81.1M
227,639
-75%
清仓
TRU
TRANSUNION
-$79.7M
0
-100%
减持
MCD
MCDONALDS CORP
-$78.1M
1,392,398
-12%
减持
HON
HONEYWELL INTL INC
-$78.1M
1,752,707
-24%
减持
CL
COLGATE PALMOLIVE CO
-$77.9M
9,301
-99%
增持
JPM
JPMORGAN CHASE & CO.
+$77.1M
2,366,981
+2%
减持
SPGI
S&P GLOBAL INC
-$75.8M
107,254
-57%
减持
SYK
STRYKER CORPORATION
-$75.7M
509,278
-29%
减持
LW
LAMB WESTON HLDGS INC
-$73.7M
252,900
-82%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$73.4M
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$72.4M
16,432,967
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$72.4M
86,600
-76%
清仓
TMDX
TRANSMEDICS GROUP INC
-$71.5M
0
-100%
清仓
WGO
WINNEBAGO INDS INC
-$70.7M
0
-100%
增持
EXE
EXPAND ENERGY CORPORATION
+$70.2M
4,014,141
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$69.4M
424,216
+37%
建仓
TEAM
ATLASSIAN CORPORATION
+$69.3M
284,900
增持
—
ELBIT SYS LTD
+$69.1M
700,100
+26%
减持
PSA
PUBLIC STORAGE OPER CO
-$67.8M
76,427
-69%
清仓
PODD
INSULET CORP
-$67.1M
0
-100%
建仓
KVYO
KLAVIYO INC
+$66.9M
1,621,300
清仓
SPG
SIMON PPTY GROUP INC NEW
-$66.5M
0
-100%
减持
ENB
ENBRIDGE INC
-$66.1M
33,543,879
-9%
增持
MCHI
ISHARES TR
+$64.8M
1,388,488
+30796%
增持
EQT
EQT CORP
+$62.2M
1,867,277
+187%
减持
CTAS
CINTAS CORP
-$61.0M
53,739
-84%
减持
WELL
WELLTOWER INC
-$60.6M
198,511
-70%
增持
DASH
DOORDASH INC
+$60.0M
1,491,455
+12%
减持
QSR
RESTAURANT BRANDS INTL INC
-$59.0M
6,670,524
-3%
增持
CCJ
CAMECO CORP
+$58.9M
1,806,521
+154%
减持
AVGO
BROADCOM INC
-$58.6M
1,735,958
-35%
建仓
WEN
WENDYS CO
+$56.5M
3,464,600
减持
—
CRH PLC
-$56.1M
775,647
-44%
增持
CAVA
CAVA GROUP INC
+$55.7M
2,178,478
+42%
增持
ELV
ELEVANCE HEALTH INC
-$54.6M
821,575
+19%
清仓
NVO
NOVO-NORDISK A S
-$53.6M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$52.8M
945,015
-3%
减持
NVR
NVR INC
-$51.6M
441
-92%
减持
CBRE
CBRE GROUP INC
-$51.0M
57,334
-88%
减持
MCO
MOODYS CORP
-$50.6M
42,563
-71%
增持
AXP
AMERICAN EXPRESS CO
+$50.0M
666,957
+22%
建仓
TGTX
TG THERAPEUTICS INC
+$49.8M
1,655,100
减持
AEM
AGNICO EAGLE MINES LTD
-$49.2M
881,617
-40%
增持
NFLX
NETFLIX INC
+$48.5M
219,676
+6%
建仓
CCK
CROWN HLDGS INC
+$47.7M
576,500
增持
VST
VISTRA CORP
+$47.5M
369,560
+1174%
增持
ARGX
ARGENX SE
+$46.6M
207,300
+39%
减持
CDW
CDW CORP
-$46.4M
3,761
-98%
减持
BN
BROOKFIELD CORP
+$46.2M
22,196,935
-4%
增持
GOOG
ALPHABET INC
+$45.8M
1,483,496
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$45.4M
141,842
-66%
增持
HWM
HOWMET AEROSPACE INC
+$45.0M
535,550
+294%
增持
TSCO
TRACTOR SUPPLY CO
-$44.9M
826,955
+171%
减持
MAA
MID-AMER APT CMNTYS INC
-$44.9M
985,451
-21%
清仓
FND
FLOOR & DECOR HLDGS INC
-$44.5M
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$44.2M
3,339,787
+1%
减持
GTLB
GITLAB INC
-$42.9M
89,762
-90%
建仓
SRLN
SSGA ACTIVE ETF TR
+$42.7M
1,023,138
增持
MRK
MERCK & CO INC
+$42.7M
491,514
+796%
减持
FTS
FORTIS INC
-$42.6M
8,845,161
-2%
增持
—
EATON CORP PLC
+$42.5M
198,977
+180%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$41.6M
0
-100%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$41.3M
17,354,714
+6%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$41.1M
820,476
-9%
增持
USHY
ISHARES TR
+$40.2M
2,317,118
+93%
清仓
XLU
SELECT SECTOR SPDR TR
-$39.8M
0
-100%
减持
WCN
WASTE CONNECTIONS INC
-$39.1M
3,762,404
-2%
减持
DHR
DANAHER CORPORATION
-$38.8M
734,963
-2%
增持
DECK
DECKERS OUTDOOR CORP
+$38.6M
204,859
+1002%
减持
PBA
PEMBINA PIPELINE CORP
-$38.6M
2,128,158
-25%
增持
ROST
ROSS STORES INC
+$36.8M
1,898,988
+14%
增持
KO
COCA COLA CO
-$36.6M
3,918,443
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$36.3M
290,206
+1953%
