Stock Taper

1832 ASSET MANAGEMENT L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mondelez International, Inc.MDLZ1.76M$101.57M
Taiwan Semiconductor Manufacturing Company LimitedTSM1.77M$846.42M
Delta Air Lines, Inc.DAL1.83M$171.47M
Booz Allen Hamilton Holding CorporationBAH1.87M$113.23M
Danaher CorporationDHR1.91M$364.58M
Cameco CorporationCCJ1.94M$198.11M
KLA CorporationKLAC1.97M$595.24M
Rush Street Interactive, Inc.RSI2M$59.36M
Dutch Bros Inc.BROS2.01M$144.47M
Emerson Electric Co.EMR2.12M$304.18M
Concentrix CorporationCNXC2.15M$48.09M
Johnson & JohnsonJNJ2.16M$549.09M
TFI International Inc.TFII2.2M$315.48M
NexGen Energy Ltd.NXE2.22M$20.83M
W. R. Berkley CorporationWRB2.29M$161.79M
CAVA Group, Inc.CAVA2.53M$198.2M
Franco-Nevada CorporationFNV2.57M$535.58M
Abbott LaboratoriesABT2.62M$237.35M
Wheaton Precious Metals Corp.WPM2.64M$297.07M
Alphabet Inc.GOOG2.7M$954.08M