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1832 Asset Management L.P.

· CIK 0000944388
13F Portfolio $131.3B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 687 New
Page 34 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UMBF UMB FINL CORP Financial Services 2,398.0 $276K NEW $115.04 +10.6%
662 CYBERARK SOFTWARE LTD 607.0 $271K NEW $446.06
663 MARA MARA HOLDINGS INC Financial Services 29,374.0 $264K NEW $8.98 +48.0%
664 WD WALKER & DUNLOP INC Financial Services 4,243.0 $255K NEW $60.15 -11.9%
665 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,035.0 $249K NEW $82.02 -23.6%
666 SPBO SPDR SERIES TRUST 8,293.0 $243K NEW $29.34 -2.0%
667 EUPRAXIA PHARMACEUTICALS INC 32,138.0 $243K NEW $7.55
668 DIA SPDR DOW JONES INDL AVERAGE Financial Services 500.0 $240K NEW $480.57 +3.1%
669 HLAL LISTED FDS TR 3,808.0 $236K NEW $62.03 +13.0%
670 DCBO DOCEBO INC Technology 10,631.0 $236K NEW $22.20 -26.3%
671 BIDU BAIDU INC Communication Services 1,764.0 $230K NEW $130.66 +3.6%
672 VXUS VANGUARD STAR FDS 3,000.0 $226K NEW $75.44 +10.2%
673 BTG B2GOLD CORP Basic Materials 50,000.0 $226K NEW $4.51 +8.6%
674 VIG VANGUARD SPECIALIZED FUNDS 999.0 $220K NEW $219.78 +4.4%
675 IYZ ISHARES TR 6,426.0 $218K NEW $33.90 +26.2%
676 QTEC FIRST TR EXCHANGE-TRADED FD 944.0 $217K NEW $230.21 +26.2%
677 TT TRANE TECHNOLOGIES PLC Industrials 549.0 $214K NEW $389.20 +23.8%
678 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,450.0 $213K NEW $146.58 -9.5%
679 PRI PRIMERICA INC Financial Services 822.0 $212K NEW $258.36 +4.3%
680 FAST FASTENAL CO Industrials 5,238.0 $210K NEW $40.13 +9.6%
Page 34 of 35  ·  687 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 22.0%
Industrials 10.7%
Consumer Cyclical 8.8%
Energy 8.3%
Healthcare 7.4%
Communication Services 6.2%
Basic Materials 5.1%
Consumer Defensive 2.0%
Utilities 1.8%