ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — 13F Holdings & Portfolio

CIK 1164508 · latest 13F-HR filed 2026-05-14

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP manages $184.75B in 13F-reported U.S. long-equity assets across 1,810 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (4.86%), AMZN (3.67%), AVGO (3.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 331 new positions, exited 329, added to 684, and trimmed 649.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$184.75B

Long-equity book

Holdings

1,810

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+331 / −329 / ↑684 / ↓649

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$2.83B +95.0%
  • ALPHABET INC$2.11B +75.4%
  • MICROSOFT CORP$1.84B +25.7%
  • ALPHABET INC$1.58B +61.0%
  • SUNCOR ENERGY INC NEW$1.20B +230.0%
Show all 684

Top Trims

  • NETFLIX INC.-$1.01B -94.8%
  • SHOPIFY INC-$859.2M -87.9%
  • MERCK & CO INC-$693.5M -66.3%
  • VISA INC-$684.2M -99.2%
  • SPOTIFY TECHNOLOGY S A-$592.1M -80.3%
Show all 649

New Positions

  • CANADIAN NAT RES LTD MED TER$1.41B
  • ASTRAZENECA PLC$914.5M
  • EXXON MOBIL CORP$766.3M
  • SHELL PLC$669.3M
  • PETROLEO BRASILEIRO S A$592.5M
Show all 331

Exited Positions

  • SEA LTD$573.2M
  • ASTRAZENECA PLC$510.0M
  • ALNYLAM PHARMACEUTICALS INC$448.2M
  • MERCADOLIBRE INC$401.0M
  • NEW GOLD INC CDA$255.0M
Show all 329
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $8.98B 4.86% 24,264,779 SH
2 AMAZON COM INC AMZN 023135106 $6.79B 3.67% 32,578,171 SH
3 BROADCOM INC AVGO 11135F101 $5.80B 3.14% 18,739,006 SH
4 NVIDIA CORPORATION NVDA 67066G104 $5.54B 3.00% 31,781,583 SH
5 APPLE INC AAPL 037833100 $4.93B 2.67% 19,443,190 SH
6 ALPHABET INC GOOGL 02079K305 $4.90B 2.65% 17,040,373 SH
7 ALPHABET INC GOOG 02079K107 $4.18B 2.26% 14,581,870 SH
8 LAM RESEARCH CORP LRCX 512807306 $2.82B 1.52% 13,179,818 SH
9 SALESFORCE INC CRM 79466L302 $2.36B 1.28% 12,659,217 SH
10 ASML HLDG NV ASML N07059210 $2.17B 1.17% 1,641,565 SH
11 BARRICK MNG CORP B 06849F108 $1.94B 1.05% 47,425,025 SH
12 MASTERCARD INCORPORATED MA 57636Q104 $1.83B 0.99% 3,666,018 SH
13 SANDISK CORP SNDK 80004C200 $1.79B 0.97% 2,823,970 SH
14 SUNCOR ENERGY INC NEW SU 867224107 $1.72B 0.93% 26,085,360 SH
15 INTUIT INTU 461202103 $1.68B 0.91% 3,896,561 SH
16 ADOBE INC ADBE 00724F101 $1.65B 0.89% 6,792,275 SH
17 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.53B 0.83% 10,446,959 SH
18 AMPHENOL CORP APH 032095101 $1.50B 0.81% 11,884,529 SH
19 CANADIAN NAT RES LTD MED TER CNQ 136385101 $1.41B 0.76% 28,956,345 SH
20 DISNEY WALT CO DIS 254687106 $1.38B 0.74% 14,272,449 SH
21 AGNICO EAGLE MINES LTD AEM 008474108 $1.37B 0.74% 6,745,089 SH
22 CISCO SYS INC CSCO 17275R102 $1.36B 0.74% 17,585,957 SH
23 KLA CORP KLAC 482480100 $1.17B 0.63% 791,279 SH
24 TJX COS INC NEW TJX 872540109 $1.15B 0.62% 7,228,397 SH
25 MCKESSON CORP MCK 58155Q103 $1.14B 0.61% 1,312,164 SH
26 MCDONALDS CORP MCD 580135101 $1.13B 0.61% 3,637,785 SH
27 GE VERNOVA INC GEV 36828A101 $1.11B 0.60% 1,276,288 SH
28 BOOKING HOLDINGS INC BKNG 09857L108 $1.10B 0.60% 261,383 SH
29 ARISTA NETWORKS INC ANET 040413205 $1.04B 0.56% 8,459,045 SH
30 HCA HEALTHCARE INC HCA 40412C101 $1.02B 0.55% 2,165,258 SH
31 INTUITIVE SURGICAL INC ISRG 46120E602 $970.6M 0.53% 2,105,544 SH
32 UNITEDHEALTH GROUP INC UNH 91324P102 $926.9M 0.50% 3,425,381 SH
33 ASTRAZENECA PLC AZN G0593M107 $914.5M 0.49% 4,652,246 SH
34 NUTRIEN LTD NTR 67077M108 $892.8M 0.48% 11,828,890 SH
35 BOSTON SCIENTIFIC CORP BSX 101137107 $871.7M 0.47% 13,891,668 SH
36 MICRON TECHNOLOGY INC MU 595112103 $838.4M 0.45% 2,481,646 SH
37 LINDE PLC LIN G54950103 $805.5M 0.44% 1,624,728 SH
38 FORTINET INC FTNT 34959E109 $788.7M 0.43% 9,651,024 SH
39 EXXON MOBIL CORP XOM 30231G102 $766.3M 0.41% 4,516,943 SH
40 THE CIGNA GROUP CI 125523100 $763.0M 0.41% 2,860,289 SH
41 VALE S A VALE 91912E105 $762.8M 0.41% 47,947,703 SH
42 CME GROUP INC CME 12572Q105 $762.1M 0.41% 2,580,320 SH
43 AUTODESK INC ADSK 052769106 $752.8M 0.41% 3,144,627 SH
44 UBS GROUP AG UBS H42097107 $728.3M 0.39% 18,850,928 SH
45 AMERICAN TOWER CORP AMT 03027X100 $724.1M 0.39% 4,195,978 SH
46 OREILLY AUTOMOTIVE INC ORLY 67103H107 $712.8M 0.39% 7,721,557 SH
47 VALERO ENERGY CORP VLO 91913Y100 $702.3M 0.38% 2,842,339 SH
48 WHEATON PRECIOUS METALS CORP WPM 962879102 $698.2M 0.38% 5,325,357 SH
49 DANAHER CORP DEL DHR 235851102 $690.1M 0.37% 3,639,630 SH
50 PHILIP MORRIS INTL INC PM 718172109 $682.7M 0.37% 4,129,127 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $184.75B 1,810 0001164508-26-000028
2025-12-31 2026-02-13 $170.74B 1,808 0001164508-26-000002
2025-09-30 2025-11-13 $158.59B 1,827 0001164508-25-000009