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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 10 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,166.0 $6.6M 0.01% -144.0 -1.4% $650.01 +13.6%
182 CARG CARGURUS INC Consumer Cyclical 192,589.0 $6.6M 0.01% -353K -64.7% $34.03 -15.8%
183 NTCT NETSCOUT SYS INC Technology 206,223.0 $6.6M 0.01% -304K -59.6% $31.77 +21.1%
184 BWB BRIDGEWATER BANCSHARES INC Financial Services 368,231.0 $6.5M 0.01% -6K -1.7% $17.70 +3.5%
185 UVE UNIVERSAL INS HLDGS INC Financial Services 183,945.0 $6.3M 0.01% -7K -3.6% $34.11 +13.6%
186 NEXXEN INTL LTD 956,173.0 $6.2M 0.01% -98K -9.3% $6.50
187 PEGA PEGASYSTEMS INC Technology 140,810.0 $6.0M 0.01% -193K -57.8% $42.50 -20.7%
188 M MACYS INC Consumer Cyclical 330,093.0 $6.0M 0.01% -84K -20.3% $18.06 +1.9%
189 KB KB FINL GROUP INC Financial Services 58,635.0 $5.8M 0.01% -31K -34.3% $99.67 +4.5%
190 HY HYSTER-YALE INC Industrials 178,202.0 $5.8M 0.01% -19K -9.8% $32.47 +10.1%
191 ACRS ACLARIS THERAPEUTICS INC Healthcare 1,539,791.0 $5.8M 0.01% -583K -27.4% $3.75 +17.4%
192 SNOW SNOWFLAKE INC Technology 38,197.0 $5.8M 0.01% -71K -65.1% $150.69 +4.5%
193 DOLE DOLE PLC Consumer Defensive 402,927.0 $5.8M 0.01% -821K -67.1% $14.27 -1.2%
194 SAM BOSTON BEER INC Consumer Defensive 24,558.0 $5.7M 0.01% -4K -15.4% $230.11 -24.1%
195 LX LEXINFINTECH HLDGS LTD Financial Services 2,558,747.0 $5.6M 0.01% -1.9M -42.4% $2.18 -10.5%
196 FULC FULCRUM THERAPEUTICS INC Healthcare 727,315.0 $5.6M 0.01% -9K -1.3% $7.66 -12.7%
197 HOMETRUST BANCSHARES INC 128,869.0 $5.5M 0.01% -4K -3.3% $42.63
198 TNDM TANDEM DIABETES CARE INC Healthcare 278,116.0 $5.3M 0.01% -115K -29.2% $19.13 -33.0%
199 THC TENET HEALTHCARE CORP Healthcare 27,928.0 $5.3M 0.01% -55K -66.2% $188.48 +4.3%
200 KARO KAROOOOO LTD Technology 104,846.0 $5.2M 0.01% -23K -18.3% $49.64 -7.3%
Page 10 of 32  ·  629 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%