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Portfolio (Quarterly) Guide ↗

LOS ANGELES CAPITAL MANAGEMENT LLC

· CIK 0001177206
13F Portfolio $25.4B AUM 2,374 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 164 New 688 Added 913 Reduced 289 Exited
Page 104 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 American Coastal Insurance Cor 568.0 $6K NEW $11.25
2062 SHLS Shoals Technologies Group Inc Energy 971.0 $6K $6.58 +58.4%
2063 KNTK Kinetik Holdings Inc Energy 131.0 $6K -968.0 -88.1% $48.41 -3.9%
2064 ACMR ACM Research Inc Technology 161.0 $6K $39.35 +179.2%
2065 ALGT Allegiant Travel Co Industrials 78.0 $6K $81.04 +24.3%
2066 PCRX Pacira BioSciences Inc Healthcare 279.0 $6K -4K -94.1% $22.60 -1.2%
2067 PAYO Payoneer Global Inc Technology 1,300.0 $6K $4.83 +45.3%
2068 UNIT Uniti Group Inc Real Estate 667.0 $6K $9.38 +24.1%
2069 SFL SFL Corp Ltd Industrials 575.0 $6K $10.79 +0.2%
2070 PKST Peakstone Realty Trust Real Estate 296.0 $6K $20.89 +0.5%
2071 NVAX Novavax Inc Healthcare 757.0 $6K -75.0 -9.0% $8.14 +12.2%
2072 CRI Carter's Inc Consumer Cyclical 172.0 $6K $35.76 +19.0%
2073 ROG Rogers Corp Technology 57.0 $6K $107.33 +51.6%
2074 NBHC National Bank Holdings Corp Financial Services 156.0 $6K $39.16 +9.3%
2075 NRIX Nurix Therapeutics Inc Healthcare 394.0 $6K $15.50 +13.2%
2076 GEF Greif Inc Consumer Cyclical 91.0 $6K $67.07 +2.7%
2077 CCB Coastal Financial Corp/WA Financial Services 80.0 $6K $76.10 -5.8%
2078 SBET Sharplink Gaming Inc Financial Services 943.0 $6K -1K -60.6% $6.45 -18.0%
2079 KOP Koppers Holdings Inc Basic Materials 156.0 $6K $38.68 +13.1%
2080 MBC Masterbrand Inc Consumer Cyclical 726.0 $6K $8.31 +9.0%
Page 104 of 119  ·  2,374 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 37.1%
Financial Services 11.8%
Healthcare 10.7%
Communication Services 9.2%
Consumer Cyclical 8.6%
Industrials 7.4%
Energy 5.6%
Utilities 3.1%
Basic Materials 2.7%
Consumer Defensive 1.9%