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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RITHM ACQUISITION CORP 495,978.0 $340K 0.01% -137K -21.7% $0.69
62 ALDEL FINL II INC 828,935.0 $340K 0.01% -303K -26.8% $0.41
63 SIDDHI ACQUISITION CORP 1,337,013.0 $334K 0.01% -413K -23.6% $0.25
64 CAL REDWOOD ACQUISITION CORP 1,050,125.0 $315K 0.01% -319K -23.3% $0.30
65 JACKSON ACQUISITION CO II 1,239,792.0 $310K 0.01% -360K -22.5% $0.25
66 PARSONS CORP DEL 300,000.0 $309K 0.01% -200K -40.0% $1.03
67 SNOWFLAKE INC 190,000.0 $294K 0.01% -18.9M -99.0% $1.55
68 NEWHOLD INVT CORP III 516,504.0 $243K 0.01% -183K -26.2% $0.47
69 LAUNCH TWO ACQUISITION CORP. 758,593.0 $239K 0.01% -358K -32.1% $0.32
70 SOULPOWER ACQUISITION CORP 1,338,022.0 $234K 0.01% -412K -23.5% $0.18
71 DROPBOX INC 230,000.0 $232K 0.01% -18.8M -98.8% $1.01
72 INFLECTION POINT ACQU CORP V 377,917.0 $229K 0.01% -122K -24.4% $0.61
73 AKAMAI TECHNOLOGIES INC 230,000.0 $228K 0.01% -60.6M -99.6% $0.99
74 OYSTER ENTERPRISES II ACQUIS 1,138,688.0 $228K 0.01% -346K -23.3% $0.20
75 FIVE9 INC 250,000.0 $226K 0.01% -47.5M -99.5% $0.90
76 FACT II ACQUISITION CORP 638,820.0 $224K 0.01% -211K -24.8% $0.35
77 EGH ACQUISITION CORP. 896,685.0 $215K 0.01% -320K -26.3% $0.24
78 SIZZLE ACQUISITION CORP. II 1,338,022.0 $214K 0.01% -412K -23.5% $0.16
79 OAKTREE ACQUISITION CORP III 290,150.0 $206K 0.00% -106K -26.7% $0.71
80 AXIOM INTELLIGENCE AC CORP 1 913,726.0 $192K 0.00% -286K -23.9% $0.21
Page 4 of 7  ·  124 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%