Canoe Financial LP — 13F holdings

Canoe Financial LP reported 121 holdings worth $8.03B in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. CNI CANADIAN NATL RY CO — $388M (4.8%)
2. SLB SCHLUMBERGER LTD — $367M (4.6%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $295M (3.7%)
4. V VISA INC — $237M (2.9%)
5. QSR RESTAURANT BRANDS INTL INC — $234M (2.9%)
6. GOOGL ALPHABET INC — $224M (2.8%)
7. EQT EQT CORP — $206M (2.6%)
8. OTIS OTIS WORLDWIDE CORP — $206M (2.6%)
9. PM PHILIP MORRIS INTL INC — $191M (2.4%)
10. CP CANADIAN PACIFIC KANSAS CITY — $188M (2.3%)