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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 11 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 MGX METAGENOMI INC Healthcare 64,875 $105K SOLD
202 NCNO NCINO INC Technology 4,119 $105K SOLD
203 AFRM AFFIRM HLDGS INC Technology 1,401 $104K SOLD
204 MLYS MINERALYS THERAPEUTICS INC Healthcare 2,908 $104K SOLD
205 IREN IREN LIMITED Financial Services 2,743 $103K SOLD
206 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 4,373 $95K SOLD
207 FTRE FORTREA HLDGS INC Healthcare 5,500 $94K SOLD
208 WRN WESTERN COPPER & GOLD CORP Basic Materials 35,100 $93K SOLD
209 COMMUNITY WEST BANCSHARES 4,095 $92K SOLD
210 AVAV AEROVIRONMENT INC Industrials 375 $90K SOLD
211 IPAR INTERPARFUMS INC Consumer Defensive 1,062 $90K SOLD
212 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 571 $90K SOLD
213 LQDA LIQUIDIA CORPORATION Healthcare 2,609 $89K SOLD
214 OABI OMNIAB INC Healthcare 47,625 $88K SOLD
215 BILI BILIBILI INC Technology 3,572 $87K SOLD
216 ZEPP ZEPP HEALTH CORPORATION Technology 3,257 $87K SOLD
217 SVRA SAVARA INC Healthcare 14,316 $85K SOLD
218 GIC GLOBAL INDUSTRIAL COMPANY Industrials 2,898 $84K SOLD
219 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 1,776 $83K SOLD
220 DHC DIVERSIFIED HEALTHCARE TR Real Estate 17,226 $83K SOLD
Page 11 of 15  ·  295 positions
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%