SEC 13F Intelligence

Managers / Q4 2023 · view latest →

1832 Asset Management L.P.

CIK 0000944388 · 40 TEMPERANCE STREET, 16TH FLOOR, TORONTO, M5H 0B4 · 4168636990

Reported Value
$69.4B
Q4 2023
Positions
830
Filings on Record
38
2019–present window
Filed
Feb 13, 2024
original filing

Summary

1832 Asset Management L.P. reported $69.4B in U.S.-listed holdings across 830 positions for Q4 2023.

Its largest position, MSFT, represents 3.5% of the portfolio.

Compared with Q3 2023, the fund opened 80 new positions and exited 99.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $25.3BQ4 ’18Q1 ’19: $29.4BQ2 ’19: $30.9BQ3 ’19: $31.4BQ4 ’19: $32.8BQ4 ’19Q1 ’20: $27.7BQ2 ’20: $33.3BQ3 ’20: $38.3BQ4 ’20: $42.8BQ4 ’20Q1 ’21: $46.3BQ2 ’21: $51.7BQ3 ’21: $53.4BQ4 ’21: $56.5BQ4 ’21Q1 ’22: $61.3BQ2 ’22: $49.6BQ3 ’22: $46.9BQ4 ’22: $48.65TQ4 ’22Q1 ’23: $48.6BQ2 ’23: $51.4BQ3 ’23: $70.5BQ4 ’23: $69.4BQ4 ’23Q1 ’24: $168.9BQ2 ’24: $123.1BQ3 ’24: $131.4BQ4 ’24: $117.6BQ4 ’24Q1 ’25: $110.0BQ2 ’25: $128.2BQ3 ’25: $126.7BQ4 ’25: $131.3BQ4 ’25Q1 ’26: $108.8Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$108.8B647May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$131.3B687Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$126.7B661Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$128.2B652Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$110.0B652May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$117.6B657Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$131.4B669Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$123.1B888Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$168.9B884May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$69.4B830Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$70.5B849Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$51.4B844Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$48.6B882May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$48.65T879Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$46.9B869Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$49.6B843Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$61.3B903May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$56.5B716Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$53.4B850Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$51.7B728Aug 20, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$46.3B693May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$42.8B692Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$38.3B684Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$33.3B647Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$27.7B676May 26, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$32.8B679Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$31.4B686Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$30.9B694Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$29.4B634May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$25.3B645Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 31 additional managers.

  • AXIOM INVESTORS LLC /DE
  • BAILLIE GIFFORD & CO
  • Bank of New York Mellon Corp
  • BANK OF NOVA SCOTIA
  • BlackRock Asset Management Canada Ltd
  • Bristol Gate Capital Partners Inc.
  • Coho Partners, Ltd.
  • Columbia Threadneedle (EM) Investments Ltd
  • Comgest Asset Management International Ltd
  • Connor, Clark & Lunn Investment Management Ltd.
  • EARNEST PARTNERS LLC
  • Epoch Investment Partners, Inc.
  • FIDUCIARY MANAGEMENT INC /WI/
  • First Sentier Investors (Australia) IM Ltd
  • Grantham, Mayo, Van Otterloo & Co. LLC
  • Hillsdale Investment Management Inc.
  • JANUS HENDERSON INVESTORS US LLC
  • JARISLOWSKY, FRASER Ltd
  • JENSEN INVESTMENT MANAGEMENT INC
  • LAZARD ASSET MANAGEMENT LLC
  • LINCLUDEN MANAGEMENT LTD
  • LSV ASSET MANAGEMENT
  • Mawer Investment Management Ltd.
  • MFS INVESTMENT MANAGEMENT CANADA LTD
  • MONTRUSCO BOLTON INVESTMENTS INC.
  • POLEN CAPITAL MANAGEMENT LLC
  • PZENA INVESTMENT MANAGEMENT LLC
  • State Street Global Advisors Ltd.
  • Triasima Portfolio Management inc.
  • VICTORY CAPITAL MANAGEMENT INC
  • WELLINGTON MANAGEMENT GROUP LLP

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.