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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 12 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 1,382,113.0 $38.7M 0.02% -109K -7.3% $28.01 +6.6%
222 STRL STERLING INFRASTRUCTURE INC Industrials 94,183.0 $38.4M 0.02% -15K -14.0% $407.27 +89.2%
223 AMAT APPLIED MATLS INC Technology 108,603.0 $37.1M 0.02% -265K -70.9% $341.79 +21.1%
224 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 587,125.0 $36.8M 0.02% -1.5M -71.9% $62.70 +18.6%
225 DINO HF SINCLAIR CORP Energy 581,581.0 $36.3M 0.02% -432K -42.6% $62.39 +14.7%
226 BCS BARCLAYS PLC Financial Services 1,676,783.0 $35.5M 0.02% -1.9M -53.3% $21.16 +8.4%
227 HLIO HELIOS TECHNOLOGIES INC Industrials 544,241.0 $35.2M 0.02% -38K -6.6% $64.71 +18.9%
228 PHIN PHINIA INC Consumer Cyclical 513,970.0 $35.2M 0.02% -37K -6.7% $68.44 +11.2%
229 NVR NVR INC Consumer Cyclical 5,326.0 $35.1M 0.02% -1K -19.0% $6589.83 -14.0%
230 NOC NORTHROP GRUMMAN CORP Industrials 50,821.0 $34.7M 0.02% -86K -62.9% $682.24 -20.0%
231 LYG LLOYDS BANKING GROUP PLC Financial Services 6,871,500.0 $34.6M 0.02% -9.5M -57.9% $5.03 +2.9%
232 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 402,058.0 $34.4M 0.02% -498K -55.4% $85.66 +11.8%
233 PSA PUBLIC STORAGE OPER CO Real Estate 126,080.0 $34.2M 0.02% -235K -65.1% $270.88 +9.2%
234 OTEX OPEN TEXT CORP Technology 1,528,570.0 $34.0M 0.02% -2.2M -58.5% $22.26 +6.2%
235 LASR NLIGHT INC Technology 585,387.0 $33.4M 0.02% -276K -32.1% $57.02 +24.4%
236 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 846,040.0 $33.3M 0.02% -18K -2.1% $39.39 -7.4%
237 JHG JANUS HENDERSON GROUP PLC Financial Services 643,452.0 $33.1M 0.02% -15K -2.3% $51.37 +0.8%
238 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,858,918.0 $32.8M 0.02% -344K -15.6% $17.62 -1.0%
239 TIGO MILLICOM INTL CELLULAR S A Communication Services 433,739.0 $32.5M 0.02% -507K -53.9% $74.94 +7.4%
240 MHK MOHAWK INDS INC Consumer Cyclical 326,873.0 $32.2M 0.02% -154K -32.1% $98.46 -1.1%
Page 12 of 34  ·  664 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%