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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 9 of 548  ·  10,945 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLV CALL SELECT SECTOR SPDR TR 3,579,700.0 $554.1M 0.08% +981K +37.7% $154.80 -6.3%
162 MSFT MICROSOFT CORP Technology 1,108,104.0 $535.9M 0.08% +238K +27.4% $483.62 -15.3%
163 CAT CALL CATERPILLAR INC Industrials 928,300.0 $531.8M 0.08% -125K -11.8% $572.87 +55.1%
164 GLD SPDR GOLD TR Financial Services 1,340,317.0 $531.2M 0.08% +316K +30.8% $396.31 +7.8%
165 AMD ADVANCED MICRO DEVICES INC Technology 2,465,005.0 $527.9M 0.08% -2.2M -46.8% $214.16 +98.0%
166 HD CALL HOME DEPOT INC Consumer Cyclical 1,533,000.0 $527.5M 0.08% -486K -24.1% $344.10 -11.6%
167 V CALL VISA INC Financial Services 1,487,900.0 $521.8M 0.08% +629K +73.3% $350.71 -8.0%
168 ORCL ORACLE CORP Technology 2,667,293.0 $519.9M 0.08% +1.1M +70.3% $194.91 +0.4%
169 KWEB KRANESHARES TRUST 15,232,248.0 $518.7M 0.08% +8.1M +114.8% $34.05 -17.3%
170 PANW PUT PALO ALTO NETWORKS INC Technology 2,799,800.0 $515.7M 0.08% -3.0M -51.9% $184.20 +29.3%
171 SNOW PUT SNOWFLAKE INC Technology 2,331,600.0 $511.5M 0.08% +764K +48.7% $219.36 -31.3%
172 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 19,421,600.0 $508.5M 0.08% +897K +4.8% $26.18 -38.8%
173 TGT CALL TARGET CORP Consumer Defensive 5,188,600.0 $507.2M 0.08% $97.75 +25.9%
174 BAC CALL BANK AMERICA CORP Financial Services 9,199,700.0 $506.0M 0.08% -149K -1.6% $55.00 -9.5%
175 UBER PUT UBER TECHNOLOGIES INC Technology 6,164,100.0 $503.7M 0.08% +466K +8.2% $81.71 -8.6%
176 SBUX CALL STARBUCKS CORP Consumer Cyclical 5,957,300.0 $501.7M 0.08% +254K +4.5% $84.21 +26.4%
177 EEM CALL ISHARES TR 9,157,900.0 $501.0M 0.08% -5.2M -36.1% $54.71 +18.9%
178 C CALL CITIGROUP INC Financial Services 4,275,600.0 $498.9M 0.07% +451K +11.8% $116.69 +5.8%
179 MRK CALL MERCK & CO INC Healthcare 4,722,000.0 $497.0M 0.07% +2.5M +112.6% $105.26 +7.7%
180 JNJ CALL JOHNSON & JOHNSON Healthcare 2,397,300.0 $496.1M 0.07% -792K -24.8% $206.95 +11.5%
Page 9 of 548  ·  10,945 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%