StockDriftsStockDriftsTop 50 Onex Canada Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.63% | 182.7K | $36.5M | +3.58%(+6.31K) | $30.98(+629.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.43% | 94.6K | $35.3M | +17.25%(+13.91K) | $193.05(+151.79%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.04% | 91.6K | $32.7M | -6.88%(-6.77K) | $56.40(+511.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.75% | 106.5K | $30.8M | +0.00%(+0) | $62.08(+391.92%) | 2026-06-30 | |
| APO | APOLLO GLOBAL MGMT INC | 4.45% | 244.1K | $28.9M | -18.43%(-55.16K) | $68.48(+105.56%) | 2026-06-30 | |
| AON | AON PLC | 3.77% | 73.7K | $24.5M | -20.32%(-18.80K) | $279.18(+27.45%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.52% | 95.9K | $22.9M | -8.51%(-8.92K) | $119.40(+119.87%) | 2026-06-30 | |
| W | WAYFAIR INC | 3.48% | 244.8K | $22.6M | +17.69%(+36.79K) | $63.70(+59.55%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 2.63% | 236.8K | $17.1M | -12.77%(-34.66K) | $50.95(+50.25%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.53% | 29.2K | $16.5M | -5.14%(-1.58K) | $208.01(+178.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.54% | +9.25% | +55.62% |
| Top 20 Holdings Unweighted | +15.68% | +54.81% | +10.40% | +63.99% |
Onex Canada Asset Management INC reports $649.28M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.6%), MSFT (5.4%) and GOOGL (5.0%). The top 20 holdings account for 61.73% of reported assets. Its disclosed equity book has returned +47.54% 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 Onex Canada Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 905790). View Onex Canada Asset Management INC’s 13F filings on SEC