Q2 2026 13F · SEC CIK 905790

Onex Canada Asset Management Inc.

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $649.3M
Reported positions: 80
Top holdings a year, 3 yrs: +17.3%
Average holding period: 6.0 yrs

Onex Canada Asset Management Inc. is an asset manager that reported 80 positions worth $649.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 5.6%), Microsoft Corp (MSFT, 5.4%), Alphabet Inc (GOOGL, 5.0%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

Onex Canada Asset Management Inc. holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Onex Canada Asset Management Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.6%	5.1%	182,657	+3.6%	$36.5M
MSFTMicrosoft Corp	5.4%	5.0%	94,569	+17.3%	$35.3M
GOOGLAlphabet Inc	5.0%	4.7%	91,630	-6.9%	$32.7M
AAPLApple Inc	4.7%	4.5%	106,485	+0.0%	$30.8M
APOApollo Global Management Inc	4.4%	5.5%	244,075	-18.4%	$28.9M
AONAon PLC	3.8%	5.0%	73,720	-20.3%	$24.5M
AMZNAmazon Com Inc	3.5%	3.6%	95,897	-8.5%	$22.9M
WWayfair Inc	3.5%	2.6%	244,785	+17.7%	$22.6M
UBERUber Technologies Inc	2.6%	3.3%	236,789	-12.8%	$17.1M
METAMeta Platforms Inc	2.5%	2.9%	29,208	-5.1%	$16.5M
AVGOBroadcom Inc	2.4%	2.4%	41,522	-12.1%	$15.7M
ARMKAramark	2.3%	2.5%	263,054	-28.3%	$15.0M
SPGIS&p Global Inc	2.2%	2.8%	35,478	-10.2%	$14.4M
BRK-ABerkshire Hathaway Inc Del	2.2%	2.3%	19	+0.0%	$14.2M
RBARb Global Inc	2.1%	2.1%	118,133	-11.9%	$13.8M
MUMicron Technology Inc	2.1%	0.9%	11,768	-29.1%	$13.6M
SHCSotera Health Co	2.0%	1.7%	729,212	+2.0%	$12.9M
FAFirst Advantage Corp	1.9%	1.7%	692,378	-21.8%	$12.5M
AMDAdvanced Micro Devices Inc	1.7%	—	18,459	—	$10.7M
PHParker-Hannifin Corp	1.6%	1.6%	10,472	+0.0%	$10.2M
CATCaterpillar Inc	1.6%	1.1%	9,475	+0.0%	$10.1M
JPMJpmorgan Chase & Co	1.5%	1.5%	30,235	+0.0%	$9.9M
XOMExxon Mobil Corp	1.4%	1.7%	65,064	+9.7%	$8.9M
UNPUnion Pac Corp	1.3%	1.3%	32,144	+0.0%	$8.7M
BACBank of Amer Corp	1.3%	1.2%	149,901	+0.0%	$8.5M
GOOGAlphabet Inc	1.2%	1.5%	22,177	-28.5%	$7.8M
LLYEli Lilly & Co	1.2%	1.0%	6,492	+0.0%	$7.8M
SWIMLatham Group Inc	1.2%	1.0%	1,172,434	+4.2%	$7.6M
TXNTexas Instrs Inc	1.2%	0.8%	25,284	+0.0%	$7.5M
CARRCarrier Global Corporation	1.0%	—	92,487	—	$6.8M
MAMastercard Incorporated	1.0%	1.1%	12,873	-6.6%	$6.6M
VVisa Inc	1.0%	1.0%	18,842	-5.9%	$6.5M
KOCoca Cola Co	1.0%	1.0%	77,056	+0.0%	$6.3M
GEGe Aerospace	1.0%	0.8%	16,591	+0.0%	$6.2M
TMOThermo Fisher Scientific Inc	0.9%	1.0%	12,268	+0.0%	$6.2M
GILGildan Activewear Inc	0.9%	1.4%	118,186	-20.9%	$6.1M
TDUPThredup Inc	0.8%	—	784,231	—	$5.4M
AMATApplied Matls Inc	0.8%	—	6,941	—	$5.0M
UNHUnitedhealth Group Inc	0.7%	—	11,436	—	$4.8M
CBRECbre Group Inc	0.7%	0.8%	34,715	-7.9%	$4.7M
HLTHilton Worldwide Hldgs Inc	0.7%	1.0%	14,105	-28.1%	$4.7M
SHWSherwin Williams Co	0.7%	0.7%	13,468	+0.0%	$4.6M
PGProcter & Gamble Co	0.7%	0.8%	31,329	-5.3%	$4.6M
TJXTjx Cos Inc New	0.7%	0.8%	30,189	+0.0%	$4.6M
CVXChevron Corporation	0.7%	0.8%	26,858	+14.9%	$4.5M
CMECme Group Inc	0.7%	1.0%	19,621	+0.0%	$4.3M
DHRDanaher Corp Del	0.7%	0.7%	22,710	+5.9%	$4.3M
HDHome Depot Inc	0.7%	—	12,164	—	$4.3M
NFLXNetflix Inc.	0.7%	1.1%	59,772	-9.5%	$4.3M
MRSHMarsh & Mclennan Cos	0.7%	0.8%	25,391	-4.2%	$4.2M

What Onex Canada Asset Management Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

W Wayfair Inc+17.7% shares
MSFT Microsoft Corp+17.3% shares
CVX Chevron Corporation+14.9% shares
XOM Exxon Mobil Corp+9.7% shares
DHR Danaher Corp Del+5.9% shares

Reduced

MU Micron Technology Inc-29.1% shares
GOOG Alphabet Inc-28.5% shares
ARMK Aramark-28.3% shares
HLT Hilton Worldwide Hldgs Inc-28.1% shares
FA First Advantage Corp-21.8% shares
GIL Gildan Activewear Inc-20.9% shares
AON Aon PLC-20.3% shares
APO Apollo Global Management Inc-18.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.1% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$649.3M	80
Q1 2026	$601.1M	78
Q4 2025	$720.5M	72
Q3 2025	$791.6M	70
Q2 2025	$820.0M	118
Q1 2025	$776.2M	116
Q4 2024	$834.2M	111
Q3 2024	$854.6M	110
Q2 2024	$877.7M	110
Q1 2024	$1.0B	114
Q4 2023	$1.0B	123
Q3 2023	$1.3B	129

Questions about Onex Canada Asset Management Inc.'s portfolio

What stocks does Onex Canada Asset Management Inc. own?

Onex Canada Asset Management Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 80 positions worth $649.3M. The largest are Nvidia Corporation (NVDA) at 5.6%, Microsoft Corp (MSFT) at 5.4%, Alphabet Inc (GOOGL) at 5.0%, Apple Inc (AAPL) at 4.7% and Apollo Global Management Inc (APO) at 4.4%.

What did Onex Canada Asset Management Inc. buy last quarter?

In Q2 2026, Onex Canada Asset Management Inc. added Wayfair Inc (W) (+17.7% shares), Microsoft Corp (MSFT) (+17.3% shares) and Chevron Corporation (CVX) (+14.9% shares), compared with its Q1 2026 filing.

What did Onex Canada Asset Management Inc. sell last quarter?

In Q2 2026, Onex Canada Asset Management Inc. cut from its top 50 Ensign Group Inc (ENSG), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Servicenow Inc (NOW), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Oreilly Automotive Inc (ORLY), Micron Technology Inc (MU) (-29.1% shares), Alphabet Inc (GOOG) (-28.5% shares) and Aramark (ARMK) (-28.3% shares), compared with its Q1 2026 filing.

How has Onex Canada Asset Management Inc.'s portfolio performed?

A portfolio copying Onex Canada Asset Management Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.1% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is Onex Canada Asset Management Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Onex Canada Asset Management Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.