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Portfolio (Quarterly) Guide ↗

JANE STREET GROUP, LLC

· CIK 0001595888
13F Portfolio $662.1B AUM 17,120 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2436 New 4261 Added 4116 Reduced 2144 Exited
Page 4 of 206  ·  4,116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PANW PUT PALO ALTO NETWORKS INC Technology 2,799,800.0 $515.7M 0.08% -3.0M -51.9% $184.20 +34.6%
62 BAC CALL BANK AMERICA CORP Financial Services 9,199,700.0 $506.0M 0.08% -149K -1.6% $55.00 -8.1%
63 EEM CALL ISHARES TR 9,157,900.0 $501.0M 0.08% -5.2M -36.1% $54.71 +18.5%
64 JNJ CALL JOHNSON & JOHNSON Healthcare 2,397,300.0 $496.1M 0.07% -792K -24.8% $206.95 +10.0%
65 MU MICRON TECHNOLOGY INC Technology 1,726,726.0 $492.8M 0.07% -4.7M -73.3% $285.41 +141.5%
66 SOXL CALL DIREXION SHS ETF TR 11,633,900.0 $489.0M 0.07% -1.9M -14.2% $42.03 +255.8%
67 MRVL CALL MARVELL TECHNOLOGY INC Technology 5,622,100.0 $477.8M 0.07% -435K -7.2% $84.98 +97.9%
68 UBER CALL UBER TECHNOLOGIES INC Technology 5,611,100.0 $458.5M 0.07% -1.5M -21.1% $81.71 -8.3%
69 MS PUT MORGAN STANLEY Financial Services 2,561,600.0 $454.8M 0.07% -796K -23.7% $177.53 +8.2%
70 GDX CALL VANECK ETF TRUST 5,284,700.0 $453.3M 0.07% -3.2M -37.7% $85.77 +1.6%
71 SMCI CALL SUPER MICRO COMPUTER INC Technology 15,336,700.0 $448.9M 0.07% -3.2M -17.4% $29.27 +3.4%
72 KRE PUT SPDR SERIES TRUST 6,873,000.0 $445.4M 0.07% -3.4M -33.1% $64.81 +4.9%
73 CRWV COREWEAVE INC Technology 6,171,288.0 $441.9M 0.07% -6.1M -49.8% $71.61 +39.5%
74 AMAT PUT APPLIED MATLS INC Technology 1,710,900.0 $439.7M 0.07% -691K -28.8% $256.99 +61.0%
75 RDDT PUT REDDIT INC Communication Services 1,760,200.0 $404.6M 0.06% -338K -16.1% $229.87 -31.4%
76 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 1,289,700.0 $382.0M 0.06% -367K -22.2% $296.21 -25.2%
77 TGT PUT TARGET CORP Consumer Defensive 3,772,400.0 $368.8M 0.06% -1.1M -23.0% $97.75 +24.6%
78 FCX PUT FREEPORT-MCMORAN INC Basic Materials 7,147,700.0 $363.0M 0.06% -2.4M -24.8% $50.79 +20.3%
79 SMCI PUT SUPER MICRO COMPUTER INC Technology 12,293,000.0 $359.8M 0.05% -1.5M -10.7% $29.27 +3.4%
80 FXI CALL ISHARES TR 9,297,500.0 $356.0M 0.05% -3.5M -27.1% $38.29 -5.4%
Page 4 of 206  ·  4,116 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 26.9%
Technology 25.2%
Healthcare 9.8%
Consumer Cyclical 9.7%
Industrials 8.0%
Communication Services 8.0%
Consumer Defensive 3.7%
Energy 2.9%
Basic Materials 2.8%
Utilities 1.8%