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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 26 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 OM OUTSET MED INC Healthcare 39,755.0 $149K -88K -68.8% $3.75 +13.4%
502 RSSS RESEARCH SOLUTIONS INC Technology 65,835.0 $147K -12K -15.2% $2.23 -3.3%
503 BCH BANCO DE CHILE Financial Services 3,966.0 $146K -76K -95.0% $36.81 +3.7%
504 VSAT VIASAT INC Technology 3,178.0 $145K -20K -86.3% $45.63 +63.0%
505 HCAT HEALTH CATALYST INC Healthcare 113,190.0 $142K -820K -87.9% $1.25 +3.6%
506 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 7,673.0 $142K -21K -72.9% $18.51 -9.9%
507 NKTR NEKTAR THERAPEUTICS Healthcare 1,989.0 $141K -70K -97.2% $70.89 -2.7%
508 LC LENDINGCLUB ISSUANCE TR SER Financial Services 9,841.0 $140K -92K -90.3% $14.23 +10.0%
509 CURI CURIOSITYSTREAM INC Communication Services 47,446.0 $139K -245K -83.8% $2.93 -9.0%
510 GIII G III APPAREL GROUP LTD Consumer Cyclical 5,050.0 $139K -62K -92.5% $27.52 +7.4%
511 AMER SPORTS INC 4,245.0 $139K -119K -96.5% $32.74
512 CRWD CROWDSTRIKE HLDGS INC Technology 354.0 $138K -39K -99.1% $389.83 +64.5%
513 WINA WINMARK CORP Consumer Cyclical 310.0 $131K -761.0 -71.1% $422.58 -15.5%
514 SGU STAR GROUP LP Energy 10,624.0 $129K -10K -48.9% $12.14 +5.3%
515 RGTI RIGETTI COMPUTING INC Technology 9,155.0 $128K -10K -53.1% $13.98 +20.5%
516 CBRE CBRE GROUP INC Real Estate 935.0 $126K -98K -99.1% $134.76 -2.5%
517 ERII ENERGY RECOVERY INC Industrials 12,390.0 $124K -28K -69.6% $10.01 -13.9%
518 BOOT BOOT BARN HLDGS INC Consumer Cyclical 842.0 $123K -940.0 -52.8% $146.08 -3.1%
519 VLYPN VALLEY NATL BANCORP Financial Services 10,039.0 $123K -132K -92.9% $12.25 +112.1%
520 ZDGE ZEDGE INC Communication Services 42,326.0 $123K -8K -16.5% $2.91 +1.9%
Page 26 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%