1832 ASSET MANAGEMENT L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APP | 422K | $303.04M |
 | RDDT | 421K | $96.94M |
 | CMS | 420K | $30.79M |
 | IOT | 417K | $15.52M |
 | FROG | 416K | $19.70M |
 | FSV | 407K | $77.46M |
 | AMAT | 404K | $82.69M |
 | PSA | 389K | $112.36M |
 | FND | 388K | $28.56M |
 | DDOG | 385K | $54.75M |
 | BCE | 377K | $8.81M |
 | RBLX | 359K | $49.74M |
 | CIGI | 354K | $55.34M |
 | CDNS | 350K | $122.86M |
 | RSG | 338K | $77.55M |
 | BIDU | 325K | $42.83M |
 | ARES | 316K | $50.54M |
 | AMH | 310K | $10.31M |
 | CRWD | 308K | $151.14M |
 | LHX | 307K | $93.72M |
AppLovin Corporation
APP
Shares Held
422K
Value
$303.04M
Reddit, Inc.
RDDT
Shares Held
421K
Value
$96.94M
CMS Energy Corporation
CMS
Shares Held
420K
Value
$30.79M
Samsara Inc.
IOT
Shares Held
417K
Value
$15.52M
JFrog Ltd.
FROG
Shares Held
416K
Value
$19.70M
FirstService Corporation
FSV
Shares Held
407K
Value
$77.46M
Applied Materials, Inc.
AMAT
Shares Held
404K
Value
$82.69M
Public Storage
PSA
Shares Held
389K
Value
$112.36M
Floor & Decor Holdings, Inc.
FND
Shares Held
388K
Value
$28.56M
Datadog, Inc.
DDOG
Shares Held
385K
Value
$54.75M
BCE Inc.
BCE
Shares Held
377K
Value
$8.81M
Roblox Corporation
RBLX
Shares Held
359K
Value
$49.74M
Colliers International Group Inc.
CIGI
Shares Held
354K
Value
$55.34M
Cadence Design Systems, Inc.
CDNS
Shares Held
350K
Value
$122.86M
Republic Services, Inc.
RSG
Shares Held
338K
Value
$77.55M
Baidu, Inc.
BIDU
Shares Held
325K
Value
$42.83M
Ares Management Corporation
ARES
Shares Held
316K
Value
$50.54M
American Homes 4 Rent
AMH
Shares Held
310K
Value
$10.31M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
308K
Value
$151.14M
L3Harris Technologies, Inc.
LHX
Shares Held
307K
Value
$93.72M