StockDriftsStockDriftsTop 50 Agf Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 4.1% | 5.28M | $1.06B | -6.12%(-344.11K) | $58.27(+287.96%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 3.76% | 2.71M | $968.7M | -0.29%(-7.97K) | $165.74(+107.99%) | 2026-06-30 | |
| AMZN | Amazon.com Inc. | 2.83% | 3.06M | $729.4M | -2.09%(-65.24K) | $162.38(+61.68%) | 2026-06-30 | |
| LLY | Eli Lilly and Co. | 2.59% | 556.5K | $667.4M | +104.55%(+284.42K) | $944.73(+24.84%) | 2026-06-30 | |
| AMAT | Applied Materials Inc. | 2.39% | 852.2K | $616.2M | -1.95%(-16.95K) | $232.07(+129.16%) | 2026-06-30 | |
| AMD | Advanced Micro Devices Inc. | 2.28% | 1.01M | $588.5M | +120.79%(+554.21K) | $297.16(+72.39%) | 2026-06-30 | |
| RY | Royal Bank of Canada | 2.03% | 2.23M | $522.8M | -8.51%(-207.22K) | $99.65(+117.59%) | 2026-06-30 | |
| AVGO | Broadcom Inc. | 2.02% | 1.38M | $520.4M | +3.39%(+45.19K) | $179.92(+118.85%) | 2026-06-30 | |
| LIN | Linde PLC | 1.79% | 888.0K | $460.8M | -2.04%(-18.50K) | $449.36(+6.57%) | 2026-06-30 | |
| XLK | State Street Technology Select Sector SPDR ETF | 1.58% | 2.14M | $408.0M | -0.75%(-16.18K) | $69.27(+175.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.20% | +110.68% | — | — | +118.31% |
| Top 20 Holdings Unweighted | +28.13% | +110.34% | — | — | +117.87% |
Agf Management LTD reports $25.77B in US-listed equity holdings across 656 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.1%), GOOGL (3.8%) and AMZN (2.8%). The top 20 holdings account for 38.31% of reported assets. Its disclosed equity book has returned +110.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Agf Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1003518). View Agf Management LTD’s 13F filings on SEC