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Portfolio (Quarterly) Guide ↗

AQR Arbitrage LLC

· CIK 0001167456
13F Portfolio $3.9B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 448 New
Page 3 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DAYFORCE INC 314,882.0 $21.7M 0.55% NEW $68.89
42 DUKE ENERGY CORP NEW 20,075,000.0 $21.6M 0.55% NEW $1.07
43 BOLD EAGLE ACQUISITION CORP 2,020,363.0 $21.0M 0.53% NEW $10.40
44 PAGERDUTY INC 21,286,000.0 $20.9M 0.53% NEW $0.98
45 COINBASE GLOBAL INC 16,390,000.0 $20.6M 0.53% NEW $1.26
46 PENGUIN SOLUTIONS INC 17,071,000.0 $20.4M 0.52% NEW $1.19
47 PINNACLE WEST CAP CORP 18,797,000.0 $20.2M 0.52% NEW $1.08
48 EA ELECTRONIC ARTS INC Communication Services 100,305.0 $20.2M 0.52% NEW $201.70 -0.6%
49 ALARM COM HLDGS INC 20,975,000.0 $20.2M 0.51% NEW $0.96
50 DROPBOX INC 19,055,000.0 $19.7M 0.50% NEW $1.03
51 VISHAY INTERTECHNOLOGY INC 21,609,000.0 $19.7M 0.50% NEW $0.91
52 BLEICHROEDER ACQUISITION COR 1,875,100.0 $19.5M 0.49% NEW $10.39
53 MERUS N V 204,994.0 $19.3M 0.49% NEW $94.15
54 GIGCAPITAL7 CORP 1,797,786.0 $18.9M 0.48% NEW $10.54
55 CENTURION ACQUISITION CORP 1,749,642.0 $18.5M 0.47% NEW $10.55
56 DROPBOX INC 18,650,000.0 $18.4M 0.47% NEW $0.99
57 SUPER MICRO COMPUTER INC 17,725,000.0 $18.1M 0.46% NEW $1.02
58 DYNAVAX TECHNOLOGIES CORP 19,100,000.0 $17.9M 0.46% NEW $0.94
59 TOURMALINE BIO INC 374,785.0 $17.9M 0.46% NEW $47.83
60 BOEING CO 255,250.0 $17.7M 0.45% NEW $69.54
Page 3 of 23  ·  448 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 60.1%
Industrials 17.5%
Communication Services 9.4%
Healthcare 4.0%
Basic Materials 3.6%
Technology 3.2%
Consumer Cyclical 2.0%
Utilities 0.2%