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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NUTANIX INC 125,000.0 $121K 0.00% NEW $0.97
142 TRAILBLAZER ACQUISITION CORP 244,263.0 $117K 0.00% NEW $0.48
143 EVOLUTION GLOBAL ACQUISITION 282,537.0 $108K 0.00% NEW $0.38
144 MCKINLEY ACQUISITION CORP 950,571.0 $105K 0.00% NEW $0.11
145 GALATA ACQUISITION CORP II 225,809.0 $90K 0.00% NEW $0.40
146 NUTANIX INC 80,000.0 $90K 0.00% NEW $1.13
147 LAFAYETTE ACQUISITION CORP 659,588.0 $89K 0.00% NEW $0.14
148 OTG ACQUISITION CORP. I 297,127.0 $86K 0.00% NEW $0.29
149 TAILWIND 2.0 ACQUISITION COR 446,250.0 $73K 0.00% NEW $0.16
150 EMMIS ACQUISITION CORP. 460,560.0 $70K 0.00% NEW $0.15
151 QUANTUMSPHERE ACQUISITION CO 322,660.0 $65K 0.00% NEW $0.20
152 FUTURECREST ACQUISITION CORP 86,622.0 $63K 0.00% NEW $0.73
153 AA MISSION ACQUISITION CORP 276,773.0 $61K 0.00% NEW $0.22
154 HCM III ACQUISITION CORP 126,461.0 $60K 0.00% NEW $0.48
155 CHENGHE ACQUISITION III CO 261,516.0 $52K 0.00% NEW $0.20
156 CONFLUENT INC 50,000.0 $49K 0.00% NEW $0.97
157 STONEBRIDGE ACQUISITION II C 295,988.0 $36K 0.00% NEW $0.12
158 RICE ACQUISITION CORP 3 32,949.0 $25K 0.00% NEW $0.76
159 FUSEMACHINES INC 198,128.0 $12K NEW $0.06
Page 8 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%