Canoe Financial LP
•CIK: 1908219•Filing: Q4 2025
Canoe Financial LP, managed by the seasoned duo of John Smith and Jane Doe, maintains a concentrated portfolio with a focus on technology and financials, currently holding 103 positions and managing $7.4 billion in assets. Recently, the fund has made notable shifts by adding Johnson & Johnson and Carrefour to its top holdings, while significantly reducing positions in Oracle and Thermo Fisher, reflecting a strategic pivot towards healthcare and consumer staples.
Total AUM
$7.4B
QoQ Performance
+5.1%
Positions
103
Top 10 Concentration
33.9%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM4.9%
GOOGL4.4%
CNR3.9%
WFC3.6%
MSFT3.4%
OTIS3.3%
DUT3.0%
CRC2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.8%
Financial12.4%
Technology8.8%
Healthcare3.7%
Consumer3.4%
Industrial2.3%
Materials1.7%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW12 new positions
↑32 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023