Stock Taper 
1832 ASSET MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 518.62K | $374.96M |
 Republic Services, Inc. | RSG | 520.08K | $110.82M |
 Merck & Co., Inc. | MRK | 520.33K | $66.86M |
 Teradyne, Inc. | TER | 525.48K | $254.25M |
 Exxon Mobil Corporation | XOM | 525.97K | $71.91M |
 Intuit Inc. | INTU | 527.67K | $137.72M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 530.6K | $52.82M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 538.5K | $43.89M |
 Guidewire Software, Inc. | GWRE | 554.29K | $68.2M |
 Twilio Inc. | TWLO | 555.5K | $114.62M |
 Prologis, Inc. | PLD | 560.6K | $75.94M |
 CMS Energy Corporation | CMS | 563.13K | $43.08M |
 Palo Alto Networks, Inc. | PANW | 567.73K | $193.61M |
 Old Dominion Freight Line, Inc. | ODFL | 568.52K | $123.14M |
 Ero Copper Corp. | ERO | 570K | $15.25M |
 Cardinal Health, Inc. | CAH | 585.28K | $139.04M |
 AMETEK, Inc. | AME | 585.37K | $141.63M |
 Becton, Dickinson and Company | BDX | 588.78K | $89.1M |
 Nu Holdings Ltd. | NU | 617.03K | $8.24M |
 Welltower Inc. | WELL | 621.37K | $141.03M |