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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 86 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 CRI CARTERS INC Consumer Cyclical 3,430.0 $122K NEW $35.57 -0.2%
1702 PI IMPINJ INC Technology 1,191.0 $122K -2K -67.3% $102.43 +36.0%
1703 LYFT LYFT INC Technology 9,183.0 $122K -264K -96.6% $13.29 +0.6%
1704 CSBR CHAMPIONS ONCOLOGY INC Healthcare 21,323.0 $121K -9K -28.9% $5.67 +5.4%
1705 GTEC GREENLAND TECHNOLOGIES HLDG Industrials 175,660.0 $121K NEW $0.69 -22.7%
1706 CMS CMS ENERGY CORP Utilities 1,551.0 $120K -16K -91.2% $77.37 -6.8%
1707 EPAM EPAM SYS INC Technology 886.0 $119K NEW $134.31 -25.2%
1708 DLTH DULUTH HLDGS INC Consumer Cyclical 37,759.0 $118K +20K +118.6% $3.13 +0.8%
1709 CTRI CENTURI HOLDINGS INC Utilities 3,976.0 $116K NEW $29.18 +2.7%
1710 GOGO GOGO INC Communication Services 28,991.0 $116K NEW $4.00 +0.2%
1711 STHO STAR HLDGS Real Estate 15,634.0 $116K NEW $7.42 +14.6%
1712 TNYA TENAYA THERAPEUTICS INC Healthcare 169,780.0 $116K NEW $0.68 +15.3%
1713 THO THOR INDS INC Consumer Cyclical 1,460.0 $116K NEW $79.45 -7.1%
1714 CAAP CORPORACION AMER ARPTS S A Industrials 4,592.0 $115K +3K +184.0% $25.04 -4.3%
1715 ROG ROGERS CORP Technology 1,065.0 $114K NEW $107.04 +25.0%
1716 KYIV KYIVSTAR GROUP LTD Communication Services 11,309.0 $114K NEW $10.08 +33.6%
1717 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,163.0 $113K +344.0 +42.0% $97.16 +0.5%
1718 CPAC CEMENTOS PACASMAYO S A A Basic Materials 11,266.0 $112K -913.0 -7.5% $9.94 +6.1%
1719 PEPG PEPGEN INC Healthcare 64,607.0 $112K +44K +210.0% $1.73 -20.4%
1720 FORTRESS BIOTECH INC 40,450.0 $112K NEW $2.77
Page 86 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%