StockDriftsStockDriftsTop 50 Canoe Financial LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATIONAL RAILWAY CO | 4.81% | 3.43M | $352.5M | +17.18%(+502.42K) | $106.03(+5.51%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTU | 3.98% | 864.8K | $292.2M | -27.83%(-333.40K) | $155.60(+156.94%) | 2026-03-31 | |
| QSR | RESTAURANT BRANDS INTL INC | 3.38% | 3.35M | $247.7M | +34.48%(+858.49K) | $67.41(+13.39%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.36% | 856.9K | $246.4M | -16.33%(-167.30K) | $164.97(+144.06%) | 2026-03-31 | |
| SLB | SLB LTD | 3% | 4.24M | $220.4M | +272.68%(+3.10M) | $42.60(+30.00%) | 2026-03-31 | |
| V | VISA INC COM CL A | 2.81% | 682.0K | $206.1M | +76.41%(+295.39K) | $294.62(+8.72%) | 2026-03-31 | |
| EQT | EQT CORP | 2.59% | 2.99M | $190.3M | +35.19%(+778.41K) | $51.57(+8.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.59% | 513.3K | $190.0M | -1.75%(-9.15K) | $400.04(+1.29%) | 2026-03-31 | |
| OTIS | OTIS WORLDWIDE CORP | 2.57% | 2.45M | $188.9M | -12.11%(-337.53K) | $95.25(-23.11%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.38% | 715.0K | $174.8M | +41.43%(+209.45K) | $201.33(+14.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.92% |
| Top 20 Holdings Unweighted | +18.25% | +65.36% |
Sign up free to track Canoe Financial LP, compare funds side by side, and get alerts the moment positions change.