§ 13F · FUND PROFILE
AGF MANAGEMENT LTD.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $22.7B (13F)Positions · 1024Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$670M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | 5.42M | $945M | 4.2% | +1% |
| 2 | GOOGL | Alphabet Inc. | 2.46M | $706M | 3.2% | +1% |
| 3 | AMZN | Amazon.com Inc. | 2.98M | $621M | 2.8% | +9% |
| 4 | LIN | Linde PLC | 901K | $447M | 2.0% | +363% |
| 5 | ABBV | AbbVie Inc. | 1.94M | $421M | 1.9% | −2% |
| 6 | AVGO | Broadcom Inc. | 1.33M | $412M | 1.8% | −33% |
| 7 | WMT | Walmart Inc. | 3.29M | $409M | 1.8% | +1% |
| 8 | VLO | Valero Energy Corp. | 1.44M | $356M | 1.6% | −13% |
| 9 | META | Meta Platforms Inc. | 607K | $347M | 1.6% | −15% |
| 10 | GLW | Corning Inc. | 2.35M | $319M | 1.4% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AGF SIGNAL
AC read
AGF MANAGEMENT LTD is a Other fund managing $22.7 billion in assets. The fund runs a massive portfolio of 1,024 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed