We are live on ! Find out more
IAM

Iridian Asset Management Portfolio holdings

AUM $291M
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+49.45%
3 Year Est. Return
+82.55%
5 Year Est. Return
+101.12%
10 Year Est. Return
+450.66%
AUM
$291M
AUM Growth
+$44.4M
Cap. Flow
-$10.6M
Cap. Flow %
-3.64%
Top 10 Hldgs %
67.2%
Holding
44
New
2
Increased
9
Reduced
27
Closed
3

Top Buys

Rank Stock Value
1
HLF icon
Herbalife
HLF
+$6.29M
2
POST icon
Post Holdings
POST
+$4.18M
3
LPLA icon
LPL Financial
LPLA
+$2.32M
4
AMRZ
Amrize Ltd
AMRZ
+$2.11M
5
PGEN icon
Precigen
PGEN
+$1.9M

Top Sells

Rank Stock Value
1
AXSM icon
Axsome Therapeutics
AXSM
+$4.24M
2
ACVA icon
ACV Auctions
ACVA
+$3.53M
3
ENR icon
Energizer
ENR
+$2.63M
4
ELV icon
Elevance Health
ELV
+$2.46M
5
FLEX icon
Flex
FLEX
+$2.4M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 34.48%
2 Healthcare 21.06%
3 Consumer Staples 17.48%
4 Technology 12.18%
5 Financials 4.5%

No holdings matched the selected filter criteria.

1 2

Similar funds

DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
EPIME
Evelyn Partners Investment Management (Europe) Dublin $291M AUM 20.34% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Iridian Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Iridian Asset Management held 44 positions worth $291M, up 18% from $247M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Iridian Asset Management withdrew a net $10.6M in Q2 2026, closing 3 positions and reducing 27 holdings. Its most notable exit was Charles River Laboratories, an estimated $1.7M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 34% of assets, up from 33% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Iridian Asset Management opened a new position in Abivax worth $1.22M.

  • Iridian Asset Management's largest Q2 2026 buy was Abivax: 9,165 shares worth $1.22M.
  • Iridian Asset Management added most to Herbalife in Q2 2026, an estimated $6.29M increase.
  • Iridian Asset Management's biggest Q2 2026 reduction was Axsome Therapeutics, cutting an estimated $4.24M.
  • Iridian Asset Management fully exited Charles River Laboratories in Q2 2026, selling an estimated $1.7M.
  • Iridian Asset Management's ten largest holdings make up 67% of its $291M portfolio in Q2 2026.
  • Iridian Asset Management opened 2 new positions and closed 3 in Q2 2026.
  • Iridian Asset Management's portfolio value rose 18% quarter-over-quarter to $291M.

Based on Iridian Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.