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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 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HERBALIFE LTD 600,000.0 $651K 0.01% NEW $1.08
122 GIGCAPITAL8 CORP 1,694,769.0 $525K 0.01% NEW $0.31
123 UCFI CN HEALTHY FOOD TECH GROUP C Financial Services 91,050.0 $502K 0.01% NEW $5.51 +0.0%
124 WESTERN DIGITAL CORP 90,000.0 $413K 0.01% NEW $4.59
125 LUMENTUM HLDGS INC 135,000.0 $384K 0.01% NEW $2.84
126 GSR IV ACQUISITION CORP 133,434.0 $315K 0.01% NEW $2.36
127 CSLM DIGITA ASSET ACQ CORP I 606,720.0 $212K 0.00% NEW $0.35
128 SPRING VY ACQUISITION CORP I 311,349.0 $194K 0.00% NEW $0.62
129 RANGE CAP ACQUISITION CORP I 544,670.0 $174K 0.00% NEW $0.32
130 HIGHVIEW MERGER CORP 634,111.0 $171K 0.00% NEW $0.27
131 PROCAP FINL INC 255,624.0 $164K 0.00% NEW $0.64
132 BITCOIN INFRASTRUCTURE ACQUI 580,048.0 $162K 0.00% NEW $0.28
133 DRUGS MADE IN AMER ACQ II CO 1,151,400.0 $161K 0.00% NEW $0.14
134 BAIN CAP GSS INVT CORP 236,941.0 $154K 0.00% NEW $0.65
135 BTC DEV CORP 222,128.0 $151K 0.00% NEW $0.68
136 STRATEGY INC 125,000.0 $146K 0.00% NEW $1.17
137 LAKE SUPERIOR ACQUISITION CO 77,810.0 $145K 0.00% NEW $1.86
138 TALON CAP CORP 281,711.0 $144K 0.00% NEW $0.51
139 M3-BRIGADE ACQUISITION VI CO 380,608.0 $141K 0.00% NEW $0.37
140 AI INFRASTRUCTURE ACQUISI 466,860.0 $121K 0.00% NEW $0.26
Page 7 of 8  ·  159 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%