Fund HoldingsACADIAN ASSET MANAGEMENT LLC

Total Portfolio Value
$60.90M
Total Bought
$13.54M
Total Sold
$9.13M
Net Transaction
+$4.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)9,468,96610,964,955+1,495,9892,4112,9814.89%+570
ALPHABET INC(GOOG)5,446,0835,916,216+470,1331,3241,8523.04%+528
TORONTO DOMINION BK ONT(TD)3,795,6178,692,670+4,897,0533048201.35%+517
BANK NOVA SCOTIA HALIFAX8,545,16812,866,335+4,321,1675539501.56%+398
GSK PLC(GSK)08,964,159+8,964,15904400.72%+440
MICRON TECHNOLOGY INC(MU)941,2111,611,700+670,4891574600.76%+303
TJX COS INC NEW(TJX)756,3122,610,491+1,854,1791094010.66%+292
JPMORGAN CHASE & CO.(JPM)2,146,7622,909,712+762,9506779381.54%+260
COSTCO WHSL CORP NEW(COST)0639,411+639,41105510.91%+551
BP PLC(BP)4,211,81010,377,885+6,166,0751453600.59%+215
ALPHABET INC(GOOG)1,534,7961,868,994+334,1983745860.96%+213
BANK AMERICA CORP06,780,691+6,780,69103730.61%+373
ASML HOLDING N V
N Y REGISTRY SHS
0373,309+373,30903990.66%+399
HCA HEALTHCARE INC(HCA)0471,367+471,36702200.36%+220
BRISTOL-MYERS SQUIBB CO(BMY)3,077,8045,973,524+2,895,7201393220.53%+183
CANADIAN IMPERIAL BANK OF CO(CM)02,376,088+2,376,08802160.35%+216
CEMEX SAB DE CV(CX)9,826,34722,696,400+12,870,053882610.43%+172
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0670,900+670,90001850.30%+185
ROYAL BK CDA(RY)627,2531,472,080+844,827922510.41%+159
ISHARES TR02,252,690+2,252,69001510.25%+151
CITIGROUP INC(C)5,242,0375,814,579+572,5425326781.11%+146
EXPEDIA GROUP INC(EXPE)0643,766+643,76601820.30%+182
BROADCOM LTD(AVGO)1,801,6542,111,363+309,7095947311.20%+136
STRYKER CORPORATION(SYK)237,599636,811+399,212882240.37%+136
GE AEROSPACE(GE)495,230922,297+427,0671492840.47%+135
TE CONNECTIVITY PLC(TEL)702,9711,261,117+558,1461542870.47%+133
CARDINAL HEALTH INC(CAH)01,430,201+1,430,20102940.48%+294
UBS GROUP AG(UBS)15,367,87916,181,297+813,4186287551.24%+127
ELI LILLY & CO(LLY)0259,450+259,45002790.46%+279
HUDBAY MINERALS INC(HBM)5,092,8009,786,000+4,693,200771940.32%+117
DEUTSCHE BANK A G
NAMEN AKT
18,790,02519,876,273+1,086,2486617731.27%+112
KLA CORP(KLAC)0124,011+124,01101510.25%+151
LAM RESEARCH CORP(LRCX)1,951,4022,117,699+166,2972613620.60%+101
AMERICAN TOWER CORP NEW(AMT)0690,262+690,26201210.20%+121
AIRBNB INC3,198,5163,582,566+384,0503884860.80%+98
ANGLOGOLD ASHANTI PLC(AU)4,199,1744,601,227+402,0532953920.64%+97
GOLD FIELDS LTD(GFI)02,123,425+2,123,4250930.15%+93
VALERO ENERGY CORP(VLO)0716,890+716,89001170.19%+117
MARVELL TECHNOLOGY INC(MRVL)01,097,936+1,097,9360930.15%+93
GENERAL MTRS CO(GM)01,491,849+1,491,84901210.20%+121
MONSTER BEVERAGE CORP(MNST)01,327,645+1,327,64501020.17%+102
ARISTA NETWORKS INC(ANET)01,524,653+1,524,65302000.33%+200
TESLA INC(TSLA)895,5201,073,587+178,0673984830.79%+85
ROSS STORES INC(ROST)0491,383+491,3830890.15%+89
MOTOROLA SOLUTIONS INC(MSI)0517,446+517,44601980.33%+198
ASE TECHNOLOGY HLDG CO LTD(ASX)06,262,066+6,262,06601010.17%+101
MEDTRONIC PLC(MDT)01,417,793+1,417,79301360.22%+136
TERADYNE INC(TER)0399,046+399,0460770.13%+77
TOWER SEMICONDUCTOR LTD(TSEM)0596,328+596,3280700.11%+70
ABBOTT LABS3,861,3804,681,938+820,5585175870.96%+69
TELEFONAKTIEBOLAGET LM ERICS(ERIC)067,243,524+67,243,52406491.07%+649
PROLOGIS INC.(PLD)332,389816,907+484,518381040.17%+66
VALE S A05,095,487+5,095,4870660.11%+66
GODADDY INC(GDDY)354,154906,071+551,917481120.18%+64
MCKESSON CORP(MCK)679,384717,403+38,0195255880.97%+64
GOLDMAN SACHS GROUP INC(GS)129,799187,003+57,2041031640.27%+61
H WORLD GROUP LTD(HTHT)01,479,571+1,479,5710700.11%+70
KANZHUN LIMITED(BZ)8,348,28112,485,182+4,136,9011952540.42%+59
ARGENX SE(ARGX)62,804117,887+55,08346990.16%+53
ATLASSIAN CORPORATION0902,939+902,93901460.24%+146
VEEVA SYS INC(VEEV)998,2451,560,848+562,6032973480.57%+51
SIBANYE STILLWATER LTD(SBSW)04,826,515+4,826,5150690.11%+69
CONSOLIDATED EDISON INC(ED)01,062,810+1,062,81001060.17%+106
ADVANCED MICRO DEVICES INC(AMD)645,800717,984+72,1841041540.25%+49
FORD MTR CO(F)04,486,064+4,486,0640590.10%+59
NEWMONT CORP(NEM)1,021,7241,313,526+291,802861310.22%+45
PURE STORAGE INC(P)0788,860+788,8600530.09%+53
SNAP INC(SNAP)05,587,928+5,587,9280450.07%+45
AMERICAN ELEC PWR CO INC0572,917+572,9170660.11%+66
INDIVIOR PLC2,883,4603,085,113+201,653691100.18%+40
INTUITIVE SURGICAL INC0143,666+143,6660810.13%+81
BANCO BRADESCO S A42,859,84655,551,078+12,691,2321451850.30%+40
UNITED THERAPEUTICS CORP DEL(UTHR)0200,531+200,5310980.16%+98
EXXON MOBIL CORP0846,609+846,60901020.17%+102
ASTRAZENECA PLC(AZN)02,178,578+2,178,57802000.33%+200
INTEL CORP(INTC)02,270,940+2,270,9400840.14%+84
ABBVIE INC(ABBV)1,195,7781,369,940+174,1622773130.51%+36
PRUDENTIAL FINL INC(PFH)0348,841+348,8410390.06%+39
COCA COLA CO(KO)01,977,386+1,977,38601380.23%+138
DONALDSON INC(DCI)0399,209+399,2090350.06%+35
3M CO(MMM)0234,448+234,4480380.06%+38
DOCUSIGN INC(DOCU)0679,191+679,1910460.08%+46
MORGAN STANLEY(MS)777,096888,587+111,4911241580.26%+34
HP INC(HPQ)2,077,0844,073,751+1,996,66757910.15%+34
CUMMINS INC(CMI)0111,378+111,3780570.09%+57
HUBSPOT INC(HUBS)0109,192+109,1920440.07%+44
MARATHON PETE CORP(MPC)0220,515+220,5150360.06%+36
QUEST DIAGNOSTICS INC(DGX)0190,975+190,9750330.05%+33
DRDGOLD LIMITED(DRD)01,629,081+1,629,0810500.08%+50
METLIFE INC(MET)0670,721+670,7210530.09%+53
CIENA CORP(CIEN)233,480282,964+49,48434660.11%+32
AMPHENOL CORP NEW0384,541+384,5410520.09%+52
NEUROCRINE BIOSCIENCES INC(NBIX)0249,154+249,1540350.06%+35
CENTERRA GOLD INC(CGAU)8,231,5848,128,483-103,101881170.19%+29
COMPANIA DE MINAS BUENAVENTURA(BVN)02,211,649+2,211,6490620.10%+62
THE CIGNA GROUP(CI)0169,625+169,6250470.08%+47
SUPER GROUP SGHC LIMITED
ORD SHS
03,246,975+3,246,9750390.06%+39
LEIDOS HOLDINGS INC(LDOS)0156,177+156,1770280.05%+28
CELESTICA INC(CLS)098,903+98,9030290.05%+29
CENTENE CORP DEL(CNC)01,591,217+1,591,2170650.11%+65
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