Stock Taper 
1832 ASSET MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palo Alto Networks, Inc. | PANW | 567.73K | $193.61M |
 CMS Energy Corporation | CMS | 563.13K | $43.08M |
 Prologis, Inc. | PLD | 560.6K | $75.94M |
 Twilio Inc. | TWLO | 555.5K | $114.62M |
 Guidewire Software, Inc. | GWRE | 554.29K | $68.2M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 538.5K | $43.89M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 530.6K | $52.82M |
 Intuit Inc. | INTU | 527.67K | $137.72M |
 Exxon Mobil Corporation | XOM | 525.97K | $71.91M |
 Teradyne, Inc. | TER | 525.48K | $254.25M |
 Merck & Co., Inc. | MRK | 520.33K | $66.86M |
 Republic Services, Inc. | RSG | 520.08K | $110.82M |
 Applied Materials, Inc. | AMAT | 518.62K | $374.96M |
 Coherent, Inc. | COHR | 511.15K | $201.63M |
 Expeditors International of Washington, Inc. | EXPD | 504.72K | $82.26M |
 Morgan Stanley | MS | 500.21K | $104.56M |
 The PNC Financial Services Group, Inc. | PNC | 496.31K | $122.2M |
 The Southern Company | SO | 495.64K | $47.44M |
 CubeSmart | CUBE | 493.5K | $19.63M |
 Sempra | SRE | 490.93K | $45.51M |