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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 78 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 PRAXIS PRECISION MEDICINES I 741.0 $238K +112.0 +17.8% $321.19
1542 INVA INNOVIVA INC Healthcare 10,249.0 $237K -23K -68.8% $23.12 -5.7%
1543 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 20,880.0 $236K +15K +266.7% $11.30 +1.5%
1544 YUM YUM BRANDS INC Consumer Cyclical 1,514.0 $234K NEW $154.56 -1.5%
1545 XP XP INC Financial Services 12,266.0 $233K -334K -96.5% $19.00 -8.7%
1546 CDNA CAREDX INC Healthcare 13,453.0 $233K -27K -66.9% $17.32 +18.5%
1547 FLR FLUOR CORP Industrials 4,990.0 $232K +1K +41.4% $46.49 -4.6%
1548 METALLUS INC 14,159.0 $230K +10K +257.4% $16.24
1549 VYNE THERAPEAUTICS INC 381,797.0 $228K -257K -40.2% $0.60
1550 SMRT SMARTRENT INC Technology 152,033.0 $227K +58K +61.0% $1.49 -23.6%
1551 DDS DILLARDS INC Consumer Cyclical 391.0 $223K +65.0 +19.9% $570.33 -7.1%
1552 ENB ENBRIDGE INC Energy 4,103.0 $222K -6K -59.6% $54.11 +4.2%
1553 VBNK VERSABANK NEW Financial Services 15,785.0 $222K NEW $14.06 +23.7%
1554 MNDO MIND C T I LTD Technology 193,207.0 $221K $1.14 -23.1%
1555 BOYD GROUP SERVICES INC 1,750.0 $221K NEW $126.29
1556 FMAO FARMERS & MERCHANTS BANCORP Financial Services 8,654.0 $220K +1K +19.5% $25.42 +7.1%
1557 OSCR OSCAR HEALTH INC Healthcare 19,365.0 $220K +4K +25.9% $11.36 +122.7%
1558 TDY TELEDYNE TECHNOLOGIES INC Technology 362.0 $219K $604.97 +2.1%
1559 COCO VITA COCO CO INC Consumer Defensive 4,573.0 $219K -17K -78.8% $47.89 +65.4%
1560 TNET TRINET GROUP INC Industrials 6,001.0 $218K -11K -64.8% $36.33 +18.0%
Page 78 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%