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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 12 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FOX FOX CORP Communication Services 73,664.0 $4.8M 0.10% NEW $64.93 -10.5%
222 AI INFRASTRUCTURE ACQUISI 466,860.0 $4.6M 0.10% NEW $9.94
223 CAPITAL SOUTHWEST CORP 4,626,000.0 $4.6M 0.10% NEW $0.99
224 EMIS EMMIS ACQUISITION CORP. Financial Services 460,560.0 $4.6M 0.10% NEW $9.93 +1.7%
225 VIKING ACQUISITION CORP I 448,237.0 $4.5M 0.10% NEW $10.02
226 ORIQ ORIGIN INVT CORP I Financial Services 436,650.0 $4.4M 0.09% $10.14 +1.2%
227 BLACKLINE INC 4,450,000.0 $4.4M 0.09% -150K -3.3% $0.99
228 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 446,250.0 $4.4M 0.09% NEW $9.86 +1.4%
229 HORIZON SPACE ACQUISITION II 414,354.0 $4.4M 0.09% $10.54
230 DROPBOX INC 4,325,000.0 $4.3M 0.09% -14.3M -76.8% $0.99
231 VINE HILL CAP INVT CORP. 390,614.0 $4.2M 0.09% -574K -59.5% $10.77
232 FUBOTV INC 4,063,000.0 $4.1M 0.09% $1.00
233 QETA QUETTA ACQUISITION CORP Financial Services 348,475.0 $4.0M 0.08% $11.35 +5.2%
234 COHEN CIRCLE ACQUISIT CORP I 379,938.0 $3.9M 0.08% -120K -24.0% $10.24
235 DRUGS MADE IN AMER ACQUTN CO 371,211.0 $3.8M 0.08% $10.37
236 HCM III ACQUISITION CORP 379,387.0 $3.8M 0.08% NEW $10.06
237 IPEX INFLECTION POINT ACQU CORP V Financial Services 370,917.0 $3.8M 0.08% $10.26 +2.2%
238 QUARTZSEA ACQUISITION CORP 369,960.0 $3.8M 0.08% $10.25
239 CCIX CHURCHILL CAPITAL CORP IX Financial Services 352,581.0 $3.7M 0.08% $10.63 +1.3%
240 CAYSON ACQUISITION CORP 349,901.0 $3.7M 0.08% $10.66
Page 12 of 25  ·  497 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%