ACADIAN ASSET MANAGEMENT LLC Q1 2025 Filing

Filed May 21, 2025

Portfolio Value

$35.4B

Holdings

1,602

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,602 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
4,766,741$1.1B2.99%
2
NVDANVIDIA CORPORATION
9,349,552$1.0B2.86%
3
AMZNAMAZON COM INC
4,541,012$863.9M2.44%
4
GOOGLALPHABET INC
5,469,471$845.8M2.39%
5
SPOTSPOTIFY TECHNOLOGY S A
1,427,094$784.9M2.22%
6
METAMETA PLATFORMS INC
1,361,460$784.7M2.22%
7
MSFTMICROSOFT CORP
1,868,696$701.5M1.98%
8
ERICTELEFONAKTIEBOLAGET LM ERICS
87,313,506$677.5M1.91%
9
CHKPCHECK POINT SOFTWARE TECH LTD
2,778,729$633.3M1.79%
10
SESEA LTD
4,777,353$623.4M1.76%
11
LOGILOGITECH INTL S A
6,385,285$533.4M1.51%
12
BKNGBOOKING HOLDINGS INC
113,500$522.9M1.48%
13
BCSBARCLAYS PLC
33,607,068$516.2M1.46%
14
CSCOCISCO SYS INC
7,819,547$482.5M1.36%
15
INFYINFOSYS LTD
26,437,188$482.4M1.36%
16
SUSUNCOR ENERGY INC NEW
12,418,784$480.8M1.36%
17
NFLXNETFLIX INC
507,088$472.8M1.34%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
801,729$427.0M1.21%
19
MAMASTERCARD INCORPORATED
751,416$411.8M1.16%
20
TRVCCITIGROUP INC
5,784,909$410.7M1.16%
21
CLCOLGATE PALMOLIVE CO
4,284,494$401.4M1.13%
22
BACVERIZON COMMUNICATIONS INC
8,504,920$385.8M1.09%
23
WIXWIX COM LTD
2,112,076$345.0M0.98%
24
TMUST-MOBILE US INC
1,266,249$337.7M0.95%
25
VVISA INC
930,329$326.0M0.92%
26
EQHEQUITABLE HLDGS INC
5,789,138$301.5M0.85%
27
MCOMOODYS CORP
634,762$295.6M0.84%
28
MRSHMARSH & MCLENNAN COS INC
1,205,122$294.1M0.83%
29
CITCINTAS CORP
1,430,733$294.0M0.83%
30
ABNBAIRBNB INC
2,457,837$293.6M0.83%
31
CMCSACOMCAST CORP NEW
7,595,322$280.2M0.79%
32
FTNTFORTINET INC
2,798,551$269.4M0.76%
33
4I1PHILIP MORRIS INTL INC
1,660,629$263.6M0.74%
34
VIPSVIPSHOP HLDGS LTD
16,760,405$262.8M0.74%
35
TAT&T INC
9,082,761$256.8M0.73%
36
MCKMCKESSON CORP
378,926$255.0M0.72%
37
QFINQIFU TECHNOLOGY INC
5,577,474$250.4M0.71%
38
TRVTRAVELERS COMPANIES INC
898,710$237.7M0.67%
39
CVLTCOMMVAULT SYS INC
1,505,357$237.5M0.67%
40
MRKMERCK & CO INC
2,594,693$232.9M0.66%
41
DBXDROPBOX INC
8,544,978$228.2M0.64%
42
FFIVF5 INC
828,966$220.7M0.62%
43
MSIMOTOROLA SOLUTIONS INC
487,737$213.5M0.60%
44
ABTABBOTT LABS
1,587,191$210.5M0.59%
45
PGPROCTER AND GAMBLE CO
1,201,494$204.7M0.58%
46
GWWGRAINGER W W INC
206,593$204.1M0.58%
47
TEAMATLASSIAN CORPORATION
951,429$201.9M0.57%
48
JNJJOHNSON & JOHNSON
1,200,425$199.1M0.56%
49
ZMZOOM COMMUNICATIONS INC
2,672,147$197.1M0.56%
50
DASHDOORDASH INC
1,009,998$184.6M0.52%
51
ONONON HLDG AG
4,139,508$181.8M0.51%
52
ANETARISTA NETWORKS INC
2,224,355$172.3M0.49%
53
COSTCOSTCO WHSL CORP NEW
171,560$162.2M0.46%
54
PEPPEPSICO INC
1,077,166$161.5M0.46%
55
NOWSERVICENOW INC
201,765$160.6M0.45%
56
GSKGSK PLC
3,982,324$154.2M0.44%
57
INCYINCYTE CORP
2,511,872$152.1M0.43%
58
VEEVVEEVA SYS INC
621,566$143.9M0.41%
59
AYIACUITY INC
542,715$142.9M0.40%
60
INTUINTUIT
231,929$142.4M0.40%
61
EBAEBAY INC.
2,005,141$135.8M0.38%
62
BACBANK AMERICA CORP
3,240,132$135.2M0.38%
63
ROKUROKU INC
1,905,779$134.2M0.38%
64
ETSYETSY INC
2,803,956$132.3M0.37%
65
ADBEADOBE INC
337,217$129.3M0.37%
66
ATHMAUTOHOME INC
4,605,775$127.6M0.36%
67
STMSTMICROELECTRONICS N V
5,650,244$124.1M0.35%
68
WMTWALMART INC
1,396,631$122.6M0.35%
69
DBDEUTSCHE BANK A G
5,162,187$121.6M0.34%
70
CAHCARDINAL HEALTH INC
872,113$120.1M0.34%
71
JXNJACKSON FINANCIAL INC
1,339,265$112.2M0.32%
72
EXPEEXPEDIA GROUP INC
667,413$112.2M0.32%
73
WELLWELLTOWER INC
717,913$110.0M0.31%
74
AVGOBROADCOM LTD
641,538$107.4M0.30%
75
NTAPNETAPP INC
1,218,268$107.0M0.30%
76
KMBKIMBERLY-CLARK CORP
727,573$103.5M0.29%
77
ASMLASML HOLDING N V
153,939$102.0M0.29%
78
JPMJPMORGAN CHASE & CO.
412,535$101.2M0.29%
79
ADPAUTOMATIC DATA PROCESSING INC
327,322$100.0M0.28%
80
MDBMONGODB INC
562,190$98.6M0.28%
81
RSGREPUBLIC SVCS INC
404,889$98.0M0.28%
82
EAELECTRONIC ARTS INC
673,443$97.3M0.28%
83
TSLATESLA INC
372,285$96.5M0.27%
84
ASXASE TECHNOLOGY HLDG CO LTD
10,973,038$96.1M0.27%
85
BOXBOX INC
3,033,133$93.6M0.26%
86
CLXCLOROX CO DEL
631,312$92.9M0.26%
87
FUODOLBY LABORATORIES INC
1,140,821$91.6M0.26%
88
CHECHEMED CORP NEW
148,125$91.1M0.26%
89
GOOGALPHABET INC
575,656$89.9M0.25%
90
REGNREGENERON PHARMACEUTICALS
139,157$88.2M0.25%
91
SPGSIMON PPTY GROUP INC NEW
530,630$88.1M0.25%
92
ICEINTERCONTINENTAL EXCHANGE IN
510,004$88.0M0.25%
93
NYTNEW YORK TIMES CO
1,765,338$87.5M0.25%
94
WMWASTE MGMT INC DEL
372,808$86.3M0.24%
95
MOALTRIA GROUP INC
1,413,871$84.8M0.24%
96
ECLECOLAB INC
334,051$84.7M0.24%
97
YELPYELP INC
2,263,179$83.8M0.24%
98
RBLXROBLOX CORP
1,405,813$81.9M0.23%
99
TELTE CONNECTIVITY PLC
573,597$81.0M0.23%
100
IBMINTERNATIONAL BUSINESS MACHS
316,895$78.8M0.22%
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