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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOYAGER ACQUISITION CORP 771,969.0 $177K 0.00% -292K -27.4% $0.23
82 BLUE ACQUISITION CORP. 532,161.0 $160K 0.00% -168K -24.0% $0.30
83 TAVIA ACQUISITION CORP 735,596.0 $154K 0.00% -214K -22.6% $0.21
84 D. BORAL ARC ACQ I CORP. 474,347.0 $149K 0.00% -151K -24.1% $0.31
85 THAYER VENTURES ACQ CORP II 668,973.0 $140K 0.00% -221K -24.9% $0.21
86 EQV VENTURES AC CORP. II 380,026.0 $133K 0.00% -120K -24.1% $0.35
87 JENA ACQUISITION CORP II 679,186.0 $133K 0.00% -206K -23.3% $0.20
88 LIONHEART HOLDINGS 871,267.0 $132K 0.00% -263K -23.2% $0.15
89 NEWBURY STR II ACQUISITION C 508,871.0 $128K 0.00% -218K -30.0% $0.25
90 INDIGO ACQUISITION CORP 683,910.0 $109K 0.00% -216K -24.0% $0.16
91 PANTAGES CAPITAL ACQUISITION 542,607.0 $109K 0.00% -157K -22.5% $0.20
92 LIGHTWAVE ACQUISITION CORP 532,264.0 $101K 0.00% -168K -24.0% $0.19
93 EXACT SCIENCES CORP 95,000.0 $98K 0.00% -54.8M -99.8% $1.03
94 VNME VENDOME ACQUISITION CORP I Financial Services 382,150.0 $96K 0.00% -118K -23.6% $0.25 +3962.4%
95 OXLEY BRIDGE ACQ LTD 418,178.0 $92K 0.00% -132K -24.0% $0.22
96 RISING DRAGON ACQUISITION CO 351,804.0 $82K 0.00% -140K -28.5% $0.23
97 CHARLTON ARIA ACQUISITION CO 540,703.0 $81K 0.00% -197K -26.7% $0.15
98 COLUMBUS ACQUISITION CORP 228,304.0 $80K 0.00% -72K -23.9% $0.35
99 RF ACQUISITION CORP II 694,544.0 $76K 0.00% -47K -6.3% $0.11
100 QUARTZSEA ACQUISITION CORP 380,339.0 $76K 0.00% -120K -23.9% $0.20
Page 5 of 7  ·  124 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%