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Fund Overview
13F Filed: 2026-05-14As of 2026 Q1, 1832 Asset Management L.p. manages $108.78B in reported 13F assets , holds 647 positions with +41.83% top-10 concentration , and delivered a 1-year return of +17.37% on its disclosed equity portfolio. Filing 13F reports since 2005. View full holdings list →
About
Investment Strategy
Analytics Summary
Key Personnel
G. Moffett Cochran
— President & CEO
W. Reid Sanders
— Chief Investment Officer
J. David Chapman
— Chairman
Official 13F Filings — SEC EDGAR
Key personnel and Fund Overview may contain mistakes
Activity Summary — 2026 Q1
Q1 2026 13F Filed:
May 14, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| +25.41% | |
| +1.28% | |
| +1.19% | |
| +0.60% | |
| +0.52% | |
| +0.41% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| -47.02% | |
| -0.58% | |
| -0.40% | |
| -0.40% | |
| -0.36% | |
| -0.34% |
Top Holdings
2026 Q1
Top 6 mgr. wt. · 2026 Q1+9.71%
| Stock | % |
|---|---|
| 25.41% | |
| 2.60% | |
| 2.45% | |
| 2.15% | |
| 1.77% | |
| 1.60% |
Activity Summary
Market Value
$108.78B
AUM Change
-17.15%
New Positions
84
Increased Positions
251
Closed Positions
124
Top 10 Concentration
+41.83%
Portfolio Turnover
+39.96%
Alt Turnover
+50.31%
Sector Allocation Trends
Free View: Last 10 Quarters. Subscribe to see full
history
Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
No data
Free: 10 quarters
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
1832 Asset Management L.P. risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
Risk access
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Guru Intelligence Hub
Pro
Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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holding ·
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Best Strategy vs. Benchmarks
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Returns
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Latest Quarter
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1-Year Return
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Ann. Return
Risk
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Std Deviation
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Max Drawdown
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Beta vs SPY
Quality
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Sharpe
--
Sortino
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Win Rate
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Payoff Ratio
Edge Metrics
Last 10 quarters only
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Alpha annualized
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Up Capture
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Down Capture
Strategy Backtester: 1832 Asset Management L.P.
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Risk insights! Identify periods when the fund lagged the benchmark – critical for timing entries.
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Underperformance Analysis — Top 10 Holdings vs SPY
Backtesting 1832 Asset Management L.P.'s top 10 holdings against SPY identified 56 underperformance periods. Worst drawdown: 2020-07 – 2021-02 (-25.7% vs SPY, 8 quarters).
Avg. lag: -5.9% vs SPY
•
Avg. duration: 2.4 quarters
Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of 1832 Asset Management L.P.'s top holdings contributed to portfolio returns quarter by quarter. Strongest recent contributors inside the last 5 years of the quarterly Top 10 backtest window: RY (2021 Q2 – 2025 Q4, +9.0 pts), MSFT (2021 Q2 – 2025 Q4, +6.9 pts), AMZN (2023 Q2 – 2025 Q4, +6.8 pts), TD (2021 Q2 – 2025 Q4, +6.3 pts), NVDA (2021 Q2 – 2025 Q3, +3.3 pts) .
Strategy ann.: 7.1%
•
SPY ann.: 11.0%
•
Period:
2006–2026
Best Recent Contributors — Last 5Y
2 of 5 recent top contributors lagged SPY,
which means even some of this fund's best return drivers still failed to beat a simple index over the same window.
■ Stock return (green = beat SPY)
■ Stock return (red = lagged SPY)
■ SPY same period
■ Cumulative contribution during the last 5 years of the quarterly Mn-weighted Top 10 strategy
Frequently Asked Questions
What does 1832 Asset Management L.p. invest in?
FIRM OVERVIEW 1832 Asset Management is the ultimate contrarian. They manage a staggering $126 Billion not from New York or Greenwich, but from Richmond, Virginia. This independence breeds a unique culture: they ignore quarterly noise and hold stocks for years. Their 13F filing is a masterclass in patience. To appreciate how different they are from the high-frequency crowd, you need to run their **13F History** through our simulator. You’ll see positions held for 10+ years—an eternity in modern finance. INVESTMENT STRATEGY & SIMULATION Their mandate is "Growth at a Reasonable Price" (GARP), but with a quality filter that would make Warren Buffett nod. They want durable competitive moats. This low-turnover style is exactly what our **Backtesting Service** was built for. Standard screens fail here because 1832 doesn't chase momentum. Use our **Portfolio Simulator** to strip out the noise. You can visualize their **Historical Track Record** not as a jagged line, but as a steady compounding machine that only trades when the thesis changes, not when the price wiggles. RISK PROFILE & STRESS TESTING Quality growth gets crushed in bear markets—there's no hiding from that. 2022 was brutal for 1832. Our **Performance Backtests Online** don't sugarcoat this. The **Max Drawdown Depth** mirrored the Nasdaq, proving that even the best stock pickers can't sidestep systemic risk. However, look closer at the **Downside Capture Ratio**. It’s bad during the crash, but their **Upside Capture Ratio** on the rebound is elite. They don't try to catch falling knives; they buy leaders on sale and wait. ANALYTICS SUMMARY The data screams "conviction." Their **Top 10 Holdings Concentration** is consistently over 40%, sometimes hitting 50%. They don't diworsify. The **Sector Allocation History** shows a massive, unwavering bet on Technology and Healthcare. This isn't a closet indexer; this is a concentrated fund in a diversified wrapper. The **Sharpe Ratio** looks mediocre in bull markets but shines over full market cycles. But here is the diagnostic question: In an AI-driven market where momentum chasers win daily, is 1832’s "boring" patience actually a competitive disadvantage? Are they holding the bag on legacy tech while the world moves on?
What is 1832 Asset Management L.p.'s AUM?
1832 Asset Management L.p. reported $108.78B in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.
How concentrated is 1832 Asset Management L.p.'s portfolio?
1832 Asset Management L.p. holds 647 disclosed positions. The top 10 holdings represent +41.83% of the reported portfolio, indicating a diversified investment approach.
How to track 1832 Asset Management L.p. 13F filings?
Track 1832 Asset Management L.p.'s quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.
Who manages 1832 Asset Management L.p.?
1832 Asset Management L.p. is managed by
G. Moffett Cochran (President & CEO), W. Reid Sanders (Chief Investment Officer), J. David Chapman (Chairman).
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.