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Asset Manager ← All Institutions

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Q2 2025 · Filed 2025-08-13
Market Value
$140.7B
+16.0%
Holdings
2,070
+65
New Purchases
344
Added To
865
Closed
209
Reduced
579
Top 10 Concentration
24.8%
Turnover
26.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 3.01% 1.93% +1.09% $4.2B
B 0.78% 0.00% +0.78% $1.1B
GOOGL 0.82% 0.28% +0.54% $1.2B
GEV 0.57% 0.10% +0.47% $798M
NFLX 2.34% 1.91% +0.43% $3.3B
GOOG 0.50% 0.12% +0.38% $708M
TSM 0.57% 0.23% +0.34% $799M
BAC 0.59% 0.27% +0.32% $834M
BMY 0.37% 0.11% +0.26% $524M
LUV 0.23% 0.01% +0.22% $328M
RBLX 0.43% 0.22% +0.21% $600M
MCK 0.64% 0.44% +0.21% $906M
ORCL 0.87% 0.66% +0.20% $1.2B
PG 0.37% 0.19% +0.17% $514M
COST 0.17% 0.01% +0.17% $243M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.19% 4.77% -1.58% $4.5B
AAPL 3.68% 5.04% -1.36% $5.2B
T 0.31% 0.78% -0.47% $437M
KGC 0.00% 0.41% -0.41% $0
UNH 0.64% 0.97% -0.33% $905M
CVE 0.16% 0.49% -0.32% $230M
SHOP 0.98% 1.27% -0.29% $1.4B
VZ 0.18% 0.44% -0.26% $256M
PBR 0.00% 0.25% -0.25% $0
DASH 0.29% 0.53% -0.24% $406M
CSCO 0.43% 0.66% -0.23% $608M
SU 0.22% 0.44% -0.23% $308M
META 4.50% 4.72% -0.22% $6.3B
MSFT 4.00% 4.21% -0.21% $5.6B
ENB 0.18% 0.39% -0.21% $258M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $47.3B 33.6%
Large Cap 633 $74.7B 53.1%
Mid Cap 617 $14.9B 10.6%
Small Cap 588 $3.6B 2.6%
Micro Cap 173 $215M 0.2%

Portfolio Analytics

Avg Market Cap
$41.3B
Median Market Cap
$4.1B
Avg P/E
30.2
Median P/E
19.6
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
2,054
# ETFs / Funds
16

Top Holdings (2,070 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 META 4.50% 8,573,073 $6.3B $738.10 $603M -1,360,573 -13.7%
2 MSFT 4.00% 11,305,833 $5.6B $497.41 $517M -2,296,612 -16.9%
3 AAPL 3.68% 25,241,600 $5.2B $205.17 -$932M -2,269,909 -8.2%
4 NVDA 3.19% 28,385,489 $4.5B $157.99 -$1.3B -24,984,537 -46.8%
5 AMZN 3.01% 19,310,231 $4.2B $219.39 $1.9B +7,033,258 +57.3%
6 NFLX 2.34% 2,454,553 $3.3B $1,339.13 $971M -28,772 -1.2%
7 MRK 1.09% 19,456,096 $1.5B $79.16 $251M +5,094,088 +35.5%
8 ADBE 1.01% 3,664,151 $1.4B $386.88 $223M +548,903 +17.6%
9 SHOP 0.98% 11,896,793 $1.4B $115.38 -$165M -4,235,134 -26.2%
10 MELI 0.97% 521,031 $1.4B $2,613.62 $295M -25,564 -4.7%
11 SPOT 0.96% 1,753,182 $1.3B $767.34 $250M -237,278 -11.9%
12 MA 0.95% 2,383,386 $1.3B $561.94 $134M +183,785 +8.4%
13 BKNG 0.91% 220,924 $1.3B $5,789.24 $155M -23,130 -9.5%
14 ORCL 0.87% 5,568,912 $1.2B $218.63 $415M -173,197 -3.0%
15 DIS 0.83% 9,413,229 $1.2B $124.01 $80M -1,603,799 -14.6%
16 GOOGL 0.82% 6,547,250 $1.2B $176.23 $818M +4,374,542 +201.3%
17 MO 0.81% 19,344,232 $1.1B $58.63 -$35M -130,099 -0.7%
18 SE 0.80% 7,068,252 $1.1B $159.94 $207M -10,601 -0.1%
19 B 0.78% 52,386,350 $1.1B $20.83 +52,386,350 NEW
20 CME 0.75% 3,833,090 $1.1B $275.62 $103M +238,522 +6.6%
21 PEP 0.70% 7,484,518 $988M $132.04 $45M +1,194,049 +19.0%
22 AEM 0.70% 8,296,796 $987M $119.01 $339M +2,319,131 +38.8%
23 INTU 0.67% 1,201,116 $946M $787.63 $253M +72,856 +6.5%
24 HD 0.66% 2,526,738 $926M $366.64 $165M +449,802 +21.7%
25 MCK 0.64% 1,236,536 $906M $732.78 $374M +446,060 +56.4%
26 UNH 0.64% 2,899,379 $905M $311.97 -$275M +646,373 +28.7%
27 CMCSA 0.62% 24,350,508 $869M $35.69 -$57M -754,875 -3.0%
28 BAC 0.59% 17,619,837 $834M $47.32 $507M +9,782,208 +124.8%
29 CI 0.59% 2,508,740 $829M $330.58 $166M +492,045 +24.4%
30 TSM 0.57% 3,526,160 $799M $226.49 $519M +1,842,951 +109.5%
31 GEV 0.57% 1,508,317 $798M $529.15 $675M +1,104,747 +273.7%
32 HCA 0.55% 2,028,811 $777M $383.10 $50M -74,735 -3.5%
33 FTNT 0.54% 7,201,924 $761M $105.72 -$5M -759,681 -9.5%
34 UNP 0.52% 3,152,042 $725M $230.08 $164M +778,411 +32.8%
35 GOOG 0.50% 3,989,463 $708M $177.39 $563M +3,062,590 +330.4%
36 BSX 0.50% 6,529,918 $701M $107.41 $20M -224,737 -3.3%
37 NTR 0.49% 11,944,730 $696M $58.27 $297M +3,900,755 +48.5%
38 CRM 0.48% 2,479,989 $676M $272.69 $251M +894,469 +56.4%
39 APP 0.48% 1,908,870 $668M $350.08 $37M -475,171 -19.9%
40 TJX 0.47% 5,396,443 $666M $123.49 $150M +1,154,232 +27.2%
41 CNI 0.47% 6,296,828 $656M $104.14 $145M +1,051,977 +20.1%
42 PM 0.46% 3,580,756 $652M $182.13 $14M -438,902 -10.9%
43 CHTR 0.46% 1,575,818 $644M $408.81 $141M +209,869 +15.4%
44 UBS 0.45% 18,739,159 $634M $33.84 $99M +1,177,438 +6.7%
45 ADSK 0.45% 2,034,080 $630M $309.57 $111M +53,526 +2.7%
46 CSCO 0.43% 8,758,177 $608M $69.38 -$194M -4,230,845 -32.6%
47 RBLX 0.43% 5,704,693 $600M $105.20 $333M +1,128,911 +24.7%
48 CL 0.42% 6,544,108 $595M $90.90 -$42M -247,532 -3.6%
49 HLT 0.40% 2,100,969 $560M $266.34 -$32M -500,533 -19.2%
50 ANET 0.38% 5,254,456 $538M $102.31 $83M -618,720 -10.5%
51 ORLY 0.38% 5,950,806 $536M $90.13 -$3M +5,574,301 +1480.5%
52 FNV 0.38% 3,220,029 $528M $164.06 $153M +838,853 +35.2%
53 BMY 0.37% 11,311,281 $524M $46.29 $393M +9,171,098 +428.5%
54 LOW 0.37% 2,358,118 $523M $221.87 $88M +491,005 +26.3%
55 DHR 0.37% 2,627,803 $519M $197.54 $62M +397,677 +17.8%
56 CMG 0.37% 9,168,515 $515M $56.15 -$7M -1,228,911 -11.8%
57 PG 0.37% 3,225,470 $514M $159.32 $278M +1,838,877 +132.6%
58 ICE 0.36% 2,781,542 $510M $183.47 $202M +994,316 +55.6%
59 BRK-B 0.36% 1,047,106 $509M $485.77 -$57M -14,369 -1.4%
60 TMUS 0.36% 2,126,399 $507M $238.26 -$58M +11,182 +0.5%
61 GDDY 0.35% 2,763,145 $498M $180.06 -$72M -397,657 -12.6%
62 MDLZ 0.35% 7,362,241 $497M $67.44 -$12M -135,099 -1.8%
63 TMO 0.35% 1,210,954 $491M $405.46 $165M +555,018 +84.6%
64 AMT 0.33% 2,071,503 $458M $221.02 $55M +220,637 +11.9%
65 PFE 0.32% 18,718,955 $454M $24.24 $123M +5,662,309 +43.4%
66 BK 0.32% 4,943,627 $450M $91.11 $21M -171,833 -3.4%
67 FCX 0.32% 10,372,036 $450M $43.35 -$12M -1,825,504 -15.0%
68 T 0.31% 15,098,209 $437M $28.94 -$506M -18,239,466 -54.7%
69 NOW 0.31% 420,140 $432M $1,028.08 $51M -58,475 -12.2%
70 MSCI 0.30% 736,586 $425M $576.74 $8M -1,097 -0.1%
71 SCHW 0.30% 4,620,554 $422M $91.24 $60M -1,150 -0.0%
72 WMT 0.29% 4,228,368 $413M $97.78 $201M +1,812,481 +75.0%
73 UPS 0.29% 4,086,862 $413M $100.94 $161M +1,799,882 +78.7%
74 VRSN 0.29% 1,427,602 $412M $288.80 $44M -23,710 -1.6%
75 DASH 0.29% 1,648,786 $406M $246.51 -$239M -1,881,122 -53.3%
76 COF 0.29% 1,887,957 $402M $212.76 $150M +482,408 +34.3%
77 MNST 0.28% 6,306,510 $395M $62.64 $137M +1,898,804 +43.1%
78 ITUB 0.27% 55,852,163 $379M $6.79 $96M +4,440,223 +8.6%
79 EA 0.27% 2,365,221 $378M $159.70 $150M +791,978 +50.3%
80 JNJ 0.27% 2,459,158 $376M $152.75 -$172M -842,198 -25.5%
81 ANTM 0.26% 942,596 $367M $388.96 -$5M +88,186 +10.3%
82 CNC 0.25% 6,604,382 $358M $54.28 -$18M +406,226 +6.5%
83 ITW 0.25% 1,442,466 $357M $247.25 -$4M -11,106 -0.8%
84 TT 0.25% 798,607 $349M $437.41 $55M -75,451 -8.6%
85 TWLO 0.24% 2,724,947 $339M $124.36 $31M -417,793 -13.3%
86 LUV 0.23% 10,120,368 $328M $32.44 $315M +9,716,160 +2403.8%
87 TEAM 0.23% 1,594,108 $324M $203.09 -$33M -89,343 -5.3%
88 CRWD 0.23% 630,875 $321M $509.31 $123M +67,318 +11.9%
89 BCE 0.22% 14,006,153 $311M $22.18 $149M +6,981,281 +99.4%
90 DG 0.22% 2,714,972 $311M $114.38 $200M +1,458,093 +116.0%
91 SU 0.22% 8,221,959 $308M $37.46 -$231M -5,709,867 -41.0%
92 PLTR 0.22% 2,240,258 $305M $136.32 $177M +714,295 +46.8%
93 VOD 0.21% 27,680,971 $295M $10.66 $84M +5,160,095 +22.9%
94 GIB 0.21% 2,786,300 $293M $105.00 -$60M -748,595 -21.2%
95 ABC 0.21% 964,958 $289M $299.85 $43M +78,335 +8.8%
96 MCD 0.20% 980,447 $286M $292.17 $45M +207,311 +26.8%
97 RCI 0.20% 9,603,756 $285M $29.67 $62M +1,255,794 +15.0%
98 FI 0.20% 1,651,320 $285M $172.41 -$95M -66,266 -3.9%
99 CTAS 0.20% 1,276,824 $285M $222.87 $60M +184,654 +16.9%
100 V 0.20% 795,468 $282M $355.05 -$16M -56,939 -6.7%

New Positions

SymbolValue% Port
B $1.1B 0.78%
CVNA $183M 0.13%
KLAC $164M 0.12%
EMRAF $133M 0.09%
OR $129M 0.09%
LRCX $125M 0.09%
C $80M 0.06%
TD $80M 0.06%
SEZL $72M 0.05%
SNDK $62M 0.04%
AMGN $60M 0.04%
STM $59M 0.04%
KR $53M 0.04%
DE $53M 0.04%
QBTS $45M 0.03%

Sold Out Positions

SymbolValue% Port
OGS —%
BKD —%
EXPD —%
DECK —%
MC —%
UBER —%
EGP —%
INN —%
KW —%
CX —%
HESM —%
PCOR —%
STLA —%
LFT —%
NXDR —%
View SEC EDGAR Filings for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms