1832 Asset Management L.P. Reduced Holdings in Q1 2025

1832 Asset Management L.P.

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-604K
- 11.25%
$375.39 - $447.2 $227M - $270M
4.76M $1.79B
NVDA
Nvidia Corp

Technology
-2.11M
- 25.73%
$106.98 - $149.43 $225M - $315M
6.08M $659M
NOW
Service Now, Inc.

Technology
-397K
- 99.74%
$783.83 - $1170.39 $311M - $464M
1.05K $835K
GOOGL
Alphabet Inc.

Communication Services
-1.57M
- 47.91%
$154.33 - $206.19 $242M - $324M
1.71M $264M
HON
Honeywell International Inc

Industrials
-1.47M
- 83.82%
$202.75 - $226.52 $298M - $333M
284K $60.1M
AAPL
Apple Inc.

Technology
-740K
- 15.6%
$209.68 - $247.1 $155M - $183M
4M $890M
AVGO
Broadcom Inc.

Technology
-920K
- 52.98%
$167.43 - $244.7 $154M - $225M
816K $137M
PFE
Pfizer Inc

Healthcare
-9.96M
- 92.44%
$25.01 - $27.13 $249M - $270M
814K $20.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-638K
- 95.95%
$222.15 - $428.22 $142M - $273M
26.9K $6.98M
APO
Apollo Global Management, Inc.

Financial Services
-1.46M
- 90.56%
$126.01 - $172.06 $184M - $251M
152K $20.9M
COST
Costco Wholesale Corp

Consumer Defensive
-262K
- 47.15%
$890.62 - $1076.86 $233M - $282M
294K $278M
AXP
American Express CO

Financial Services
-666K
- 99.83%
$255.39 - $325.87 $170M - $217M
1.16K $311K
MRVL
Marvell Technology, Inc.

Technology
-1.68M
- 96.83%
$61.57 - $126.06 $103M - $212M
55K $3.39M
GS
Goldman Sachs Group Inc

Financial Services
-324K
- 98.43%
$524.81 - $672.19 $170M - $218M
5.17K $2.82M
KKR
Kkr & Co. Inc.

Financial Services
-1.18M
- 83.23%
$108.17 - $167.07 $128M - $197M
238K $27.5M
ORCL
Oracle Corp

Technology
-664K
- 20.07%
$139.81 - $186.47 $92.9M - $124M
2.65M $370M
JPM
Jpmorgan Chase & CO

Financial Services
-776K
- 32.79%
$225.19 - $279.95 $175M - $217M
1.59M $390M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-645K
- 34.74%
$165.25 - $224.62 $107M - $145M
1.21M $201M
RY
Royal Bank Of Canada

Financial Services
-280K
- 1.66%
$108.81 - $123.4 $30.5M - $34.6M
16.6M $1.87B
ISRG
Intuitive Surgical Inc

Healthcare
-293K
- 69.11%
$476.63 - $610.45 $140M - $179M
131K $64.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
-796K
- 41.91%
$123.3 - $154.95 $98.1M - $123M
1.1M $141M
CRM
Salesforce, Inc.

Technology
-207K
- 15.72%
$268.36 - $359.95 $55.4M - $74.4M
1.11M $297M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-25.1K
- 35.31%
$4295.4 - $5141.88 $108M - $129M
46K $212M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.38M
- 71.32%
$56.12 - $68.15 $134M - $162M
958K $65M
RCI
Rogers Communications Inc

Communication Services
-2.67M
- 19.67%
$26.73 - $31.05 $71.5M - $83M
10.9M $292M
SHW
Sherwin Williams CO

Basic Materials
-384K
- 28.81%
$330.16 - $365.55 $127M - $140M
949K $331M
IOT
Samsara Inc.

Technology
-2.03M
- 36.53%
$34.06 - $60.96 $69.1M - $124M
3.52M $135M
NET
Cloudflare, Inc.

Technology
-1.07M
- 33.91%
$110.71 - $176.5 $118M - $189M
2.08M $235M
MDT
Medtronic PLC

Healthcare
-1.5M
- 44.72%
$79.84 - $94.5 $120M - $142M
1.86M $167M
BEP
Brookfield Renewable Partners L.P.

Utilities
-3.47M
- 39.49%
$20.03 - $23.79 $69.4M - $82.4M
5.31M $118M
APP
App Lovin Corp

Technology
-118K
- 14.92%
$238.08 - $510.13 $28.2M - $60.4M
676K $179M
DIS
Walt Disney CO

Communication Services
-679K
- 86.19%
$96.87 - $114.0 $65.8M - $77.4M
109K $10.7M
TFII
Tfi International Inc.

Industrials
-32.2K
- 2.51%
$76.98 - $140.13 $2.48M - $4.51M
1.25M $96.9M
ITW
Illinois Tool Works Inc

Industrials
-281K
- 57.01%
$244.9 - $274.48 $68.7M - $77M
212K $52.5M
HUBS
Hubspot Inc

Technology
-73.6K
- 46.41%
$571.29 - $819.71 $42M - $60.3M
85K $48.6M
UBER
Uber Technologies, Inc

Technology
-1.31M
- 48.69%
$63.17 - $81.49 $82.8M - $107M
1.38M $101M
CCJ
Cameco Corp

Energy
-998K
- 55.24%
$40.64 - $56.86 $40.6M - $56.7M
809K $33.3M
BMO
Bank Of Montreal

Financial Services
-451K
- 6.11%
$94.92 - $104.14 $42.8M - $47M
6.94M $663M
GIB
Cgi Inc

Technology
-351K
- 24.72%
$98.12 - $122.43 $34.4M - $43M
1.07M $107M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-543K
- 81.81%
$83.18 - $89.27 $45.1M - $48.4M
121K $10.1M
XLK
Technology Sector Spdr

ETFs
-142K
- 21.79%
$206.38 - $242.18 $29.2M - $34.3M
508K $105M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-413K
- 16.75%
$47.79 - $59.89 $19.7M - $24.7M
2.05M $103M
ACN
Accenture PLC

Technology
-49.9K
- 6.72%
$300.91 - $398.25 $15M - $19.9M
693K $216M
IEFA
Ishares Tr

ETFs
-706K
- 42.08%
$69.57 - $78.65 $49.1M - $55.5M
972K $73.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-379K
- 7.0%
$112.81 - $126.16 $42.8M - $47.8M
5.03M $613M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-185K
- 90.44%
$111.56 - $223.11 $20.7M - $41.3M
19.6K $2.19M
AXON
Axon Enterprise, Inc.

Industrials
-38.5K
- 14.13%
$496.65 - $710.01 $19.1M - $27.3M
234K $123M
MDB
Mongo Db, Inc.

Technology
-158K
- 85.72%
$175.4 - $298.52 $27.8M - $47.3M
26.4K $4.63M
IDXX
Idexx Laboratories Inc

Healthcare
-83.8K
- 94.31%
$406.29 - $469.04 $34.1M - $39.3M
5.06K $2.12M
Activity Summary
Buys All Purchases 280 New Holdings 50 Increased Positions 230 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 14 Puts 6
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