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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $70.5B AUM 2,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New 884 Added 629 Reduced 295 Exited
Page 12 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NTGR NETGEAR INC Technology 1,126,693.0 $24.6M 0.04% +141K +14.3% $21.83 +13.4%
222 TSAKOS ENERGY NAVIGATION LTD 620,202.0 $24.5M 0.04% +587K +1749.8% $39.44
223 ONTO ONTO INNOVATION INC Technology 117,837.0 $24.1M 0.03% +103K +701.6% $204.91 +32.6%
224 NEE NEXTERA ENERGY INC Utilities 255,606.0 $23.7M 0.03% +196K +326.3% $92.84 +0.6%
225 CGNT COGNYTE SOFTWARE LTD Technology 2,923,449.0 $23.7M 0.03% +28K +0.9% $8.09 +25.3%
226 FET FORUM ENERGY TECHNOLOGIES IN Energy 400,861.0 $23.5M 0.03% +197K +96.8% $58.64 -3.9%
227 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 6,577,272.0 $23.1M 0.03% +119K +1.9% $3.51 +2.1%
228 PGR PROGRESSIVE CORP Financial Services 113,272.0 $22.5M 0.03% +7K +6.7% $198.20 +0.8%
229 SBAC SBA COMMUNICATIONS CORP Real Estate 128,526.0 $22.1M 0.03% +128K +10000.0% $172.05 +16.0%
230 KLIC KULICKE & SOFFA INDS INC Technology 332,244.0 $21.8M 0.03% +312K +1518.0% $65.66 +55.4%
231 RDDT REDDIT INC Communication Services 160,337.0 $21.6M 0.03% +85K +113.7% $134.56 +17.5%
232 LVS LAS VEGAS SANDS CORP Consumer Cyclical 397,993.0 $21.4M 0.03% +282K +243.1% $53.86 -5.0%
233 BRC BRADY CORP Industrials 260,993.0 $21.2M 0.03% +180K +221.1% $81.17 +4.0%
234 ASC ARDMORE SHIPPING CORP Industrials 1,376,632.0 $21.0M 0.03% +608K +79.2% $15.24 +26.5%
235 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 61,684.0 $20.8M 0.03% +6K +10.2% $337.87 +19.7%
236 EVER EVERQUOTE INC Communication Services 1,344,838.0 $20.7M 0.03% +508K +60.7% $15.41 +13.4%
237 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,276,576.0 $20.7M 0.03% +111K +9.5% $16.22 -0.0%
238 LNG CHENIERE ENERGY INC Energy 72,972.0 $20.7M 0.03% +68K +1307.1% $283.70 -14.8%
239 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 491,442.0 $20.6M 0.03% +102K +26.2% $41.87 -5.9%
240 FDX FEDEX CORP Industrials 57,403.0 $20.4M 0.03% +20K +53.2% $355.97 +5.6%
Page 12 of 45  ·  884 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Healthcare 13.0%
Financial Services 12.2%
Communication Services 9.2%
Consumer Cyclical 8.6%
Energy 6.5%
Industrials 5.8%
Consumer Defensive 5.5%
Basic Materials 3.8%
Real Estate 1.2%