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Portfolio (Quarterly) Guide ↗

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

· CIK 0001164508
13F Portfolio $184.8B AUM 1,810 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 720 Added 664 Reduced 329 Exited
Page 5 of 91  ·  1,810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ROP ROPER TECHNOLOGIES INC Industrials 1,339,710.0 $474.1M 0.26% +903K +206.9% $353.86 -10.1%
82 IDXX IDEXX LABS INC Healthcare 838,839.0 $471.3M 0.26% +288K +52.4% $561.89 -5.2%
83 OVV OVINTIV INC Energy 7,880,705.0 $467.9M 0.25% +1.1M +16.9% $59.37 -1.8%
84 NSC NORFOLK SOUTHN CORP Industrials 1,626,688.0 $466.9M 0.25% +161K +11.0% $287.00 +10.7%
85 ITUB ITAU UNIBANCO HLDG S A Financial Services 55,481,880.0 $464.9M 0.25% -8.0M -12.7% $8.38 -3.3%
86 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,582,962.0 $462.4M 0.25% +397K +4.8% $53.88 -6.0%
87 NOW SERVICENOW INC Technology 4,328,805.0 $452.6M 0.24% +2.8M +189.0% $104.55 -13.4%
88 CVS CVS HEALTH CORP Healthcare 6,219,756.0 $446.7M 0.24% +1.9M +44.0% $71.82 +35.3%
89 FNV FRANCO NEV CORP Basic Materials 1,782,913.0 $440.9M 0.24% -582K -24.6% $247.27 -3.7%
90 HD HOME DEPOT INC Consumer Cyclical 1,337,283.0 $439.8M 0.24% -748K -35.9% $328.89 -7.5%
91 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,550,122.0 $437.7M 0.24% +20K +1.3% $282.37 +28.0%
92 CB CHUBB LTD SWITZ Financial Services 1,305,422.0 $425.5M 0.23% +306K +30.7% $325.93 -0.5%
93 AZO AUTOZONE INC Consumer Cyclical 119,781.0 $404.6M 0.22% +2K +1.6% $3377.78 -1.7%
94 MDT MEDTRONIC PLC Healthcare 4,659,425.0 $403.7M 0.22% +423K +10.0% $86.65 -11.2%
95 CVX CHEVRON CORPORATION Energy 1,945,304.0 $402.5M 0.22% NEW $206.90 -9.8%
96 CDNS CADENCE DESIGN SYSTEM INC Technology 1,430,599.0 $397.5M 0.21% +1000K +232.1% $277.87 +25.0%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,146,708.0 $387.5M 0.21% -1.0M -46.9% $337.95 +23.6%
98 TOTALENERGIES SE 4,075,781.0 $378.8M 0.20% NEW $92.94
99 PETROLEO BRASILEIRO S A 19,367,732.0 $363.1M 0.20% NEW $18.75
100 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,225,800.0 $358.9M 0.19% -121K -9.0% $292.75 +35.5%
Page 5 of 91  ·  1,810 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 33.4%
Consumer Cyclical 11.1%
Healthcare 11.0%
Financial Services 8.5%
Basic Materials 8.1%
Communication Services 7.8%
Industrials 7.0%
Energy 6.9%
Consumer Defensive 3.3%
Real Estate 1.5%