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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $60.9B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1959 New
Page 16 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DINO HF SINCLAIR CORP Energy 558,624.0 $25.7M 0.04% NEW $46.05 +56.0%
302 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 2,021,171.0 $25.5M 0.04% NEW $12.59 -2.9%
303 SPG SIMON PPTY GROUP INC NEW Real Estate 135,902.0 $25.2M 0.04% NEW $185.07 +8.5%
304 TMUS T-MOBILE US INC Communication Services 123,558.0 $25.1M 0.04% NEW $202.92 -4.7%
305 NOC NORTHROP GRUMMAN CORP Industrials 43,233.0 $24.6M 0.04% NEW $570.00 -2.4%
306 NTRS NORTHERN TR CORP Financial Services 180,289.0 $24.6M 0.04% NEW $136.54 +20.8%
307 PGR PROGRESSIVE CORP Financial Services 106,184.0 $24.2M 0.04% NEW $227.68 -10.9%
308 NTGR NETGEAR INC Technology 985,647.0 $24.2M 0.04% NEW $24.52 +0.0%
309 SNOW SNOWFLAKE INC Technology 109,422.0 $24.0M 0.04% NEW $219.23 -22.7%
310 RSKD RISKIFIED LTD Technology 4,750,654.0 $23.6M 0.04% NEW $4.97 -3.3%
311 APEI AMERICAN PUB ED INC Consumer Defensive 613,323.0 $23.2M 0.04% NEW $37.79 +40.2%
312 PATH UIPATH INC Technology 1,394,602.0 $22.8M 0.04% NEW $16.38 -35.6%
313 HNGE HINGE HEALTH INC Healthcare 492,256.0 $22.8M 0.04% NEW $46.40 +18.4%
314 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 322,007.0 $22.7M 0.04% NEW $70.51 -11.1%
315 EVER EVERQUOTE INC Communication Services 836,928.0 $22.6M 0.04% NEW $26.99 -31.5%
316 VICI VICI PPTYS INC Real Estate 793,515.0 $22.3M 0.04% NEW $28.11 +0.9%
317 RSG REPUBLIC SVCS INC Industrials 104,919.0 $22.2M 0.04% NEW $211.92 +1.4%
318 FINV FINVOLUTION GROUP Financial Services 4,181,715.0 $21.9M 0.04% NEW $5.23 -6.6%
319 STT STATE STR CORP Financial Services 169,403.0 $21.9M 0.04% NEW $128.99 +17.0%
320 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,165,959.0 $21.8M 0.04% NEW $18.70 -13.1%
Page 16 of 98  ·  1,959 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 34.4%
Financial Services 16.7%
Healthcare 12.8%
Communication Services 11.5%
Consumer Cyclical 9.0%
Industrials 4.8%
Consumer Defensive 3.6%
Basic Materials 3.2%
Energy 2.6%
Real Estate 0.8%