Onex Canada Asset Management Inc. 13F Holdings · Q2 2026
Onex Canada Asset Management Inc. reported 80 securities worth $649.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.63%), MSFT (5.43%), GOOGL (5.04%). Among its top 25 positions this quarter: 5 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $36.5M | 5.63% | 182,657 | Added |
| 2 | MSFT | MICROSOFT CORP | $35.3M | 5.43% | 94,569 | Added |
| 3 | GOOGL | ALPHABET INC | $32.7M | 5.04% | 91,630 | Trimmed |
| 4 | AAPL | APPLE INC | $30.8M | 4.75% | 106,485 | Hold |
| 5 | APO | APOLLO GLOBAL MGMT INC | $28.9M | 4.45% | 244,075 | Trimmed |
| 6 | AON | AON PLC | $24.5M | 3.77% | 73,720 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $22.9M | 3.52% | 95,897 | Trimmed |
| 8 | W | WAYFAIR INC | $22.6M | 3.48% | 244,785 | Added |
| 9 | UBER | UBER TECHNOLOGIES INC | $17.1M | 2.63% | 236,789 | Trimmed |
| 10 | META | META PLATFORMS INC | $16.5M | 2.53% | 29,208 | Trimmed |
| 11 | AVGO | BROADCOM INC | $15.7M | 2.42% | 41,522 | Trimmed |
| 12 | ARMK | ARAMARK | $15.0M | 2.31% | 263,054 | Trimmed |
| 13 | SPGI | S&P GLOBAL INC | $14.4M | 2.23% | 35,478 | Trimmed |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.2M | 2.19% | 19 | Hold |
| 15 | RBA | RB GLOBAL INC | $13.8M | 2.12% | 118,133 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $13.6M | 2.09% | 11,768 | Trimmed |
| 17 | SHC | SOTERA HEALTH CO | $12.9M | 1.99% | 729,212 | Added |
| 18 | FA | FIRST ADVANTAGE CORP NEW | $12.5M | 1.92% | 692,378 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $10.7M | 1.65% | 18,459 | Hold |
| 20 | PH | PARKER-HANNIFIN CORP | $10.2M | 1.58% | 10,472 | Hold |
| 21 | CAT | CATERPILLAR INC | $10.1M | 1.55% | 9,475 | Hold |
| 22 | JPM | JPMORGAN CHASE & CO | $9.9M | 1.52% | 30,235 | Hold |
| 23 | XOM | EXXON MOBIL CORP | $8.9M | 1.37% | 65,064 | Added |
| 24 | UNP | UNION PAC CORP | $8.7M | 1.35% | 32,144 | Hold |
| 25 | BAC | BANK OF AMER CORP | $8.5M | 1.32% | 149,901 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR