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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 18 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 YALA YALLA GROUP LTD Technology 4,213,809.0 $26.2M 0.04% -30K -0.7% $6.22 -2.4%
342 MCD MCDONALDS CORP Consumer Cyclical 82,315.0 $25.6M 0.04% +75K +988.8% $310.62 -8.5%
343 LASR NLIGHT INC Technology 444,052.0 $25.3M 0.04% -128K -22.4% $56.97 +34.2%
344 NTAP NETAPP INC Technology 246,089.0 $25.2M 0.04% -157K -39.0% $102.35 +21.1%
345 RERE ATRENEW INC Consumer Cyclical 5,310,434.0 $24.9M 0.04% $4.68 +10.6%
346 RSG REPUBLIC SVCS INC Industrials 113,527.0 $24.9M 0.04% +9K +8.2% $218.96 -3.1%
347 LQDT LIQUIDITY SVCS INC Consumer Cyclical 813,168.0 $24.8M 0.04% +111K +15.9% $30.54 +12.0%
348 AEE AMEREN CORP Utilities 223,994.0 $24.6M 0.04% NEW $109.89 -0.0%
349 NTGR NETGEAR INC Technology 1,126,693.0 $24.6M 0.04% +141K +14.3% $21.83 +14.0%
350 QFIN QFIN HOLDINGS INC Financial Services 1,896,986.0 $24.5M 0.04% -1.0M -35.5% $12.90 -2.6%
351 TSAKOS ENERGY NAVIGATION LTD 620,202.0 $24.5M 0.04% +587K +1749.8% $39.44
352 ONTO ONTO INNOVATION INC Technology 117,837.0 $24.1M 0.03% +103K +701.6% $204.91 +27.6%
353 SPOT SPOTIFY TECHNOLOGY S A Communication Services 49,798.0 $24.1M 0.03% -544K -91.6% $484.56 -10.6%
354 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 1,931,894.0 $24.0M 0.03% -89K -4.4% $12.42 -0.0%
355 PAGS PAGSEGURO DIGITAL LTD Technology 2,371,543.0 $23.8M 0.03% -2.3M -48.9% $10.01 -6.9%
356 NEE NEXTERA ENERGY INC Utilities 255,606.0 $23.7M 0.03% +196K +326.3% $92.84 -3.4%
357 TFC TRUIST FINL CORP Financial Services 514,880.0 $23.7M 0.03% NEW $45.96 +4.4%
358 CGNT COGNYTE SOFTWARE LTD Technology 2,923,449.0 $23.7M 0.03% +28K +0.9% $8.09 +22.6%
359 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 905,369.0 $23.6M 0.03% -51K -5.3% $26.12 -4.9%
360 FET FORUM ENERGY TECHNOLOGIES IN Energy 400,861.0 $23.5M 0.03% +197K +96.8% $58.64 -0.2%
Page 18 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%