1832 Asset Management L.P.
TORONTO A6 · SEC CIK 0000944388
$1,994.06亿2026Q2 申报市值
630持仓数
66.3%前十大占比 · 第一大 56.2%
55 / 91新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LLY 加仓+$3.55亿
GOOGL 加仓+$3.23亿
TER 加仓+$2.46亿
JPM 加仓+$2.42亿
AVGO 加仓+$2.13亿
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$4.03亿
MU 减仓-$3.73亿
TTWO 清仓-$3.26亿
HD 减仓-$3.20亿
NFLX 减仓-$2.80亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4,809 | -100.0% | -$84.47万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -9,150 | -100.0% | -$82.73万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -12,144 | -100.0% | -$70.92万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -8,296 | -100.0% | -$65.30万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,308 | -100.0% | -$56.76万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -4,421 | -100.0% | -$48.41万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -1,865 | -100.0% | -$38.55万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -5,510 | -100.0% | -$37.98万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,208 | -100.0% | -$36.73万 | 清仓 |
| VGNT | VERSIGENT LTD | $0 | 0.00% | 0 | -10,799 | -100.0% | -$34.39万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,961 | -100.0% | -$33.21万 | 清仓 |
| TWFG | TWFG INC | $0 | 0.00% | 0 | -16,962 | -100.0% | -$31.19万 | 清仓 |
| SPBO | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,814 | -100.0% | -$28.49万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -2,268 | -100.0% | -$25.58万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -17,124 | -100.0% | -$24.40万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -3,808 | -100.0% | -$22.59万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,035 | -100.0% | -$21.60万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -5,840 | -100.0% | -$20.70万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -4,300 | -100.0% | -$20.06万 | 清仓 |
| — | MOUNT LOGAN CAP INC | $0 | 0.00% | 0 | -48,447 | -100.0% | -$17.34万 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $0 | 0.00% | 0 | -23,750 | -100.0% | -$14.54万 | 清仓 |