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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 15 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MOMO HELLO GROUP INC Communication Services 6,270,655.0 $36.1M 0.05% $5.76 +4.6%
282 DOX AMDOCS LTD Technology 553,178.0 $36.1M 0.05% +26K +4.9% $65.23 -4.4%
283 TOTALENERGIES SE 385,694.0 $35.9M 0.05% +334K +649.3% $93.20
284 FERROVIAL SE 559,591.0 $35.7M 0.05% +244K +77.6% $63.85
285 ICICI BANK LIMITED 1,376,191.0 $35.6M 0.05% -566K -29.1% $25.90
286 INMD INMODE LTD Healthcare 2,593,203.0 $35.5M 0.05% $13.67 +1.2%
287 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 508,020.0 $35.1M 0.05% +186K +57.8% $69.17 -6.2%
288 WCN WASTE CONNECTIONS INC Industrials 214,431.0 $34.8M 0.05% +207K +2686.3% $162.39 -3.3%
289 TXN TEXAS INSTRS INC Technology 178,587.0 $34.7M 0.05% +5K +2.9% $194.06 +57.1%
290 TGT TARGET CORP Consumer Defensive 282,209.0 $34.2M 0.05% +191K +209.7% $121.14 +1.0%
291 FRO FRONTLINE PLC Energy 980,773.0 $34.2M 0.05% NEW $34.84 +10.3%
292 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 617,072.0 $34.1M 0.05% -86K -12.2% $55.30 -39.5%
293 AIT APPLIED INDL TECHNOLOGIES INC Industrials 127,824.0 $33.9M 0.05% +116K +1006.1% $265.21 +15.3%
294 RNG RINGCENTRAL INC Technology 911,512.0 $33.9M 0.05% -594K -39.4% $37.17 +17.1%
295 VSNT VERSANT MEDIA GROUP INC Industrials 904,490.0 $33.5M 0.05% NEW $36.99 +13.2%
296 RDY DR REDDYS LABS LTD Healthcare 2,408,761.0 $33.4M 0.05% +267K +12.5% $13.85 -1.6%
297 MGA MAGNA INTL INC Consumer Cyclical 599,025.0 $33.3M 0.05% +485K +426.6% $55.65 +13.4%
298 COP CONOCOPHILLIPS Energy 251,321.0 $33.2M 0.05% NEW $131.98 -8.7%
299 SCI SERVICE CORP INTL Consumer Cyclical 400,369.0 $33.0M 0.05% -56K -12.3% $82.48 -6.0%
300 NVGS NAVIGATOR HLDGS LTD Energy 1,693,248.0 $32.7M 0.05% +631K +59.4% $19.31 +21.2%
Page 15 of 101  ·  2,011 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%