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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 22 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ESH ACQUISITION CORP 523,991.0 $107K 0.00% $0.20
422 PERIMETER ACQUISITION CORP I 150,846.0 $107K 0.00% $0.71
423 COINBASE GLOBAL INC 105,000.0 $105K 0.00% +20K +23.5% $1.00
424 MCKINLEY ACQUISITION CORP 950,571.0 $105K 0.00% NEW $0.11
425 WEN ACQUISITION CORP 335,663.0 $104K 0.00% $0.31
426 LIGHTWAVE ACQUISITION CORP 532,264.0 $101K 0.00% -168K -24.0% $0.19
427 EXACT SCIENCES CORP 95,000.0 $98K 0.00% -54.8M -99.8% $1.03
428 CO2 ENERGY TRANSITION CORP 590,000.0 $96K 0.00% $0.16
429 PROCAP ACQUISITION CORP 309,868.0 $96K 0.00% $0.31
430 VNME VENDOME ACQUISITION CORP I Financial Services 382,150.0 $96K 0.00% -118K -23.6% $0.25 +3962.4%
431 AA MISSION ACQUISITION CORP 561,653.0 $95K 0.00% $0.17
432 SPARK I ACQUISITION CORP 292,331.0 $92K 0.00% $0.31
433 OXLEY BRIDGE ACQ LTD 418,178.0 $92K 0.00% -132K -24.0% $0.22
434 GALATA ACQUISITION CORP II 225,809.0 $90K 0.00% NEW $0.40
435 NUTANIX INC 80,000.0 $90K 0.00% NEW $1.13
436 LAFAYETTE ACQUISITION CORP 659,588.0 $89K 0.00% NEW $0.14
437 EXACT SCIENCES CORP 85,000.0 $89K 0.00% $1.05
438 OTG ACQUISITION CORP. I 297,127.0 $86K 0.00% NEW $0.29
439 RISING DRAGON ACQUISITION CO 351,804.0 $82K 0.00% -140K -28.5% $0.23
440 CHARLTON ARIA ACQUISITION CO 540,703.0 $81K 0.00% -197K -26.7% $0.15
Page 22 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%