Canoe Financial LP
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$14.7B
Holdings
112
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CNR
CANADIAN NATIONAL RAILWAY CO
Held since at least Q1 2024
4.9%
02
$TSM
TAIWAN SEMICONDUCTOR MANUFACTU
Held since at least Q1 2024
4.1%
03
$QSR
RESTAURANT BRANDS INTL INC
Held since at least Q1 2024
3.5%
04
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 770 shares)
3.4%
05
$SLB
SCHLUMBERGER LTD
Held since at least Q1 2024
3.1%
06
$V
VISA INC COM CL A
Held since at least Q1 2024
2.9%
07
$EQT
EQT CORP
Held since at least Q1 2024
2.7%
08
$MSFT
MICROSOFT CORP
Q4 2025: New position (693 shares)
2.7%
09
$OTIS
OTIS WORLDWIDE CORP
Held since at least Q1 2024
2.6%
10
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.