AGF MANAGEMENT LTD

Portfolio Overview

AGF Management Ltd’s 13F shows a $22.73 billion long-only equity portfolio as of 2025-09-30, up 3.1% from $22.05 billion on 2025-06-30. The filing lists 1,024 separate holdings—a very large count—indicating the reported filing aggregates many separate strategies or a high-diversification approach. Despite the high count, value is concentrated: the top 50 positions account for roughly 61.8% of the portfolio value, while the remaining ~974 positions represent ~38.2%. The top 1...