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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 70 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VNO VORNADO RLTY TR Real Estate 17,599.0 $457K 0.00% +4K +31.8% $25.97 +21.9%
1382 LIONSGATE STUDIOS CORP 47,828.0 $457K 0.00% +30K +173.0% $9.56
1383 WMG WARNER MUSIC GROUP CORP Communication Services 17,903.0 $456K 0.00% NEW $25.47 +35.7%
1384 TSAT TELESAT CORP Technology 12,637.0 $455K 0.00% -4K -24.2% $36.01 +45.3%
1385 VRA VERA BRADLEY INC Consumer Cyclical 144,343.0 $455K 0.00% +84K +140.1% $3.15 +2.8%
1386 CPB THE CAMPBELLS COMPANY Consumer Defensive 20,432.0 $455K 0.00% NEW $22.27 -8.7%
1387 TREE LENDINGTREE INC Financial Services 10,541.0 $451K 0.00% -191K -94.8% $42.79 -15.3%
1388 IBOTTA INC 15,096.0 $450K 0.00% +14K +1303.0% $29.81
1389 HQY HEALTHEQUITY INC Healthcare 5,375.0 $449K 0.00% -3K -38.8% $83.53 -0.6%
1390 OGN ORGANON & CO Healthcare 75,233.0 $449K 0.00% +52K +223.5% $5.97 +124.9%
1391 DOCN DIGITALOCEAN HLDGS INC Technology 5,186.0 $444K 0.00% -5K -47.1% $85.62 +72.2%
1392 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,614.0 $444K 0.00% +1K +676.0% $275.09 -8.2%
1393 BKU BANKUNITED INC Financial Services 9,810.0 $442K 0.00% NEW $45.06 +0.2%
1394 SDGR SCHRODINGER INC Healthcare 38,954.0 $441K 0.00% NEW $11.32 +6.4%
1395 FNLC FIRST BANCORP INC (ME) Financial Services 15,759.0 $440K 0.00% +989.0 +6.7% $27.92 -0.6%
1396 LOW LOWES COS INC Consumer Cyclical 1,864.0 $440K 0.00% $236.05 -7.6%
1397 ALGM ALLEGRO MICROSYSTEMS INC Technology 13,881.0 $437K 0.00% +9K +188.8% $31.48 +32.3%
1398 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 185,850.0 $435K 0.00% +33K +21.6% $2.34 -7.3%
1399 CABO CABLE ONE INC Communication Services 4,754.0 $431K 0.00% NEW $90.66 -47.6%
1400 MITT TPG MTG INVTS TR INC Real Estate 58,726.0 $428K 0.00% -103K -63.6% $7.29 +2.4%
Page 70 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%