ACADIAN ASSET MANAGEMENT LLC

CIK

916542

City

Boston

State / Country

MA

Stock

ARLO — Arlo Technologies, Inc.

Top Portfolio Positions

1,967 positions · $69,039,980,747 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	15,340,172	$3,893,182,251	5.64%
NVDA	Nvidia Corp Technology	18,653,828	$3,253,227,603	4.71%
GOOGL	Alphabet Inc. Communication Services	8,180,721	$2,352,448,130	3.41%
MSFT	Microsoft Corp Technology	5,014,413	$1,856,185,260	2.69%
AMZN	Amazon Com Inc Consumer Cyclical	6,136,480	$1,278,044,689	1.85%
BNS	Bank Of Nova Scotia Financial Services	15,020,030	$1,041,038,279	1.51%
JPM	Jpmorgan Chase & Co Financial Services	3,127,513	$919,989,224	1.33%
PEP	Pepsico Inc Consumer Defensive	5,599,960	$869,617,788	1.26%
AVGO	Broadcom Inc. Technology	2,733,793	$846,136,271	1.23%
BP	Bp PLC Energy	17,831,964	$838,102,308	1.21%

Portfolio Trend

25 quarters · across all stocks

Holdings in ARLO

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,637,147	115,049	-52.9%	Shares	Defined	2026-05-13
2025-12-31	$3,419,715	244,440	+27.0%	Shares	Defined	2026-02-10
2025-09-30	$3,261,993	192,448	+333.3%	Shares	Defined	2025-11-13
2025-06-30	$753,193	44,410	-4.3%	Shares	Defined	2025-08-07
2023-12-31	$441,889	46,417	+1137.5%	Shares	Defined	2024-02-13
2023-09-30	$38,635	3,751	-62.7%	Shares	Defined	2023-11-13
2022-03-31	$89,175	10,065	-13.8%	Shares	Defined	2022-05-12
2021-12-31	$122,439	11,672	-79.2%	Shares	Defined	2022-02-10
2021-06-30	$380,311	56,176	-89.0%	Shares	Defined	2021-08-11
2021-03-31	$3,207,478	510,745	-34.6%	Shares	Defined	2021-05-11
2020-12-31	$6,088,157	781,535	+96.1%	Shares	Defined	2021-02-11
2020-09-30	$2,096,562	398,586	+1074.3%	Shares	Defined	2020-11-09
2020-06-30	$87,570	33,942	-82.4%	Shares	Defined	2020-08-12
2020-03-31	$469,092	193,042	—	Shares	Defined	2020-05-11
No 13F history on record for this holder in this stock.