1832 ASSET MANAGEMENT L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BROS | 2.84M | $148.76M |
 | EMR | 2.84M | $372.20M |
 | V | 2.73M | $933.24M |
 | TSM | 2.63M | $734.68M |
 | CMG | 2.52M | $98.61M |
 | WRB | 2.40M | $183.67M |
 | VRT | 2.37M | $357.25M |
 | AFRM | 2.34M | $170.89M |
 | HDB | 2.21M | $75.60M |
 | WMT | 2.10M | $216.02M |
 | NXE | 2.09M | $18.69M |
 | JPM | 2.05M | $646.04M |
 | PLD | 1.96M | $224.40M |
 | CELH | 1.94M | $111.51M |
 | WFG | 1.90M | $129.03M |
 | BAH | 1.83M | $182.61M |
 | AMRZ | 1.82M | $88.31M |
 | TRI | 1.80M | $279.65M |
 | APH | 1.79M | $221.65M |
 | AVGO | 1.78M | $585.69M |
Dutch Bros Inc.
BROS
Shares Held
2.84M
Value
$148.76M
Emerson Electric Co.
EMR
Shares Held
2.84M
Value
$372.20M
Visa Inc.
V
Shares Held
2.73M
Value
$933.24M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.63M
Value
$734.68M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
2.52M
Value
$98.61M
W. R. Berkley Corporation
WRB
Shares Held
2.40M
Value
$183.67M
Vertiv Holdings Co
VRT
Shares Held
2.37M
Value
$357.25M
Affirm Holdings, Inc.
AFRM
Shares Held
2.34M
Value
$170.89M
HDFC Bank Limited
HDB
Shares Held
2.21M
Value
$75.60M
Walmart Inc.
WMT
Shares Held
2.10M
Value
$216.02M
NexGen Energy Ltd.
NXE
Shares Held
2.09M
Value
$18.69M
JPMorgan Chase & Co.
JPM
Shares Held
2.05M
Value
$646.04M
Prologis, Inc.
PLD
Shares Held
1.96M
Value
$224.40M
Celsius Holdings, Inc.
CELH
Shares Held
1.94M
Value
$111.51M
West Fraser Timber Co. Ltd.
WFG
Shares Held
1.90M
Value
$129.03M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
1.83M
Value
$182.61M
Amrize Ltd
AMRZ
Shares Held
1.82M
Value
$88.31M
Thomson Reuters Corporation
TRI
Shares Held
1.80M
Value
$279.65M
Amphenol Corporation
APH
Shares Held
1.79M
Value
$221.65M
Broadcom Inc.
AVGO
Shares Held
1.78M
Value
$585.69M