§ 13F · FUND PROFILE
AGF MANAGEMENT LTD.
AUM · $25.8B (13F)Positions · 1036Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2.0B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | 5.10M | $1.0B | 4.0% | −6% |
| 2 | GOOGL | Alphabet Inc. | 2.47M | $882M | 3.4% | ±0% |
| 3 | AMZN | Amazon.com Inc. | 2.99M | $712M | 2.8% | −2% |
| 4 | LLY | Eli Lilly and Co. | 555K | $666M | 2.6% | +105% |
| 5 | AMAT | Applied Materials Inc. | 852K | $616M | 2.4% | −2% |
| 6 | AMD | Advanced Micro Devices Inc. | 1.01M | $588M | 2.3% | +121% |
| 7 | AVGO | Broadcom Inc. | 1.38M | $520M | 2.0% | +3% |
| 8 | LIN | Linde PLC | 884K | $459M | 1.8% | −2% |
| 9 | XLK | State Street Technology Select Sector SPDR ETF | 2.08M | $396M | 1.5% | −1% |
| 10 | GLW | Corning Inc. | 1.46M | $373M | 1.4% | −38% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AGF SIGNAL
AC read
AGF MANAGEMENT LTD is a Other fund managing $25.8 billion in assets. The fund runs a massive portfolio of 1,036 positions.
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