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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 7 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HENNESSY CAP INVT CORP VII 1,059,589.0 $11.0M 0.23% -227K -17.6% $10.35
122 SILICON VY ACQUISITION CORP 1,096,480.0 $10.9M 0.23% NEW $9.95
123 RANGE CAP ACQUISITION CORP I 1,089,340.0 $10.9M 0.23% NEW $9.98
124 CGCT CARTESIAN GROWTH CORP III Financial Services 1,049,692.0 $10.8M 0.23% $10.29 +0.9%
125 NHIC NEWHOLD INVT CORP III Financial Services 1,033,008.0 $10.7M 0.23% $10.36 +1.9%
126 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 1,064,528.0 $10.7M 0.23% -335K -24.0% $10.05 +1.5%
127 IPCX INFLECTION PT ACQUISITION CO Financial Services 1,052,225.0 $10.7M 0.23% $10.14 +1.6%
128 NEWBURY STR II ACQUISITION C 1,017,744.0 $10.6M 0.22% $10.46
129 AMERICAN DRIVE ACQUISITION C 1,064,004.0 $10.6M 0.22% NEW $9.99
130 LAUNCHPAD CADENZA ACQUISITIO 1,064,004.0 $10.6M 0.22% NEW $9.98
131 MELAR ACQUISITION CORP. I 997,179.0 $10.6M 0.22% $10.63
132 CAL REDWOOD ACQUISITION CORP 1,040,125.0 $10.6M 0.22% $10.18
133 LIVE OAK ACQUISITION CORP V 1,020,682.0 $10.5M 0.22% $10.30
134 YCY AA MISSION ACQUISITION CORP Financial Services 982,765.0 $10.5M 0.22% $10.67 -5.2%
135 ITHAX ACQUISITION CORP III 1,042,890.0 $10.4M 0.22% NEW $9.96
136 K&F GROWTH ACQUISITION CORP 994,915.0 $10.3M 0.22% $10.34
137 PLUM ACQUISITION CORP IV 960,428.0 $10.0M 0.21% $10.43
138 ARCHIMEDES TECH SPAC PARTNER 964,382.0 $10.0M 0.21% $10.36
139 PIONEER ACQUISITION I CORP 984,608.0 $9.9M 0.21% $10.06
140 INFLECTION POINT ACQUISITION 920,621.0 $9.9M 0.21% -954K -50.9% $10.72
Page 7 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%