BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

AQR Arbitrage LLC

· CIK 0001167456
13F Portfolio $4.8B AUM 497 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 159 New 32 Added 124 Reduced 110 Exited
Page 2 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BOX INC 27,571,000.0 $26.9M 0.57% NEW $0.97
22 WEIBO CORP 22,305,000.0 $25.9M 0.55% NEW $1.16
23 MICROCHIP TECHNOLOGY INC. 23,425,000.0 $23.0M 0.48% NEW $0.98
24 STRATEGY INC 19,875,000.0 $22.1M 0.46% NEW $1.11
25 EXACT SCIENCES CORP 191,853.0 $19.5M 0.41% NEW $101.56
26 WORKIVA INC 19,580,000.0 $19.4M 0.41% NEW $0.99
27 AXTA AXALTA COATING SYS LTD Basic Materials 568,154.0 $18.4M 0.39% NEW $32.31 -17.0%
28 SEMR SEMRUSH HLDGS INC Technology 1,509,678.0 $18.0M 0.38% NEW $11.89 +0.9%
29 DIGITALBRIDGE GROUP INC 1,112,891.0 $17.1M 0.36% NEW $15.34
30 GIGCAPITAL8 CORP 1,694,769.0 $16.8M 0.35% NEW $9.89
31 SYNOVUS FINL CORP 302,981.0 $15.2M 0.32% NEW $50.05
32 AVAV AEROVIRONMENT INC Industrials 62,300.0 $15.1M 0.32% NEW $241.89 -34.7%
33 AVIDITY BIOSCIENCES INC 208,705.0 $15.1M 0.32% NEW $72.13
34 HVMC HIGHVIEW MERGER CORP Financial Services 1,268,222.0 $12.7M 0.27% NEW $10.00 +1.1%
35 JHG JANUS HENDERSON GROUP PLC Financial Services 264,560.0 $12.6M 0.27% NEW $47.57 +8.7%
36 CSLM DIGITA ASSET ACQ CORP I 1,213,440.0 $12.1M 0.25% NEW $9.95
37 BAIN CAP GSS INVT CORP 1,184,700.0 $11.9M 0.25% NEW $10.08
38 MESHFLOW ACQUISITION CORP 1,191,409.0 $11.9M 0.25% NEW $10.00
39 VECO VEECO INSTRS INC DEL Technology 407,574.0 $11.6M 0.24% NEW $28.58 +108.2%
40 BITCOIN INFRASTRUCTURE ACQUI 1,160,097.0 $11.4M 0.24% NEW $9.86
Page 2 of 8  ·  159 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
Financial Services 34.0%
Technology 15.5%
Industrials 13.7%
Communication Services 11.2%
Basic Materials 11.1%
Utilities 4.8%
Consumer Defensive 4.6%
Healthcare 3.6%
Consumer Cyclical 1.5%