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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 6 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MESHFLOW ACQUISITION CORP 1,191,409.0 $11.9M 0.25% NEW $10.00
102 BLUE WTR ACQUISITION CORP. I 1,153,104.0 $11.9M 0.25% $10.32
103 ROMAN DBDR ACQUISITION CORP 1,133,577.0 $11.8M 0.25% $10.43
104 GIGCAPITAL7 CORP 1,105,491.0 $11.7M 0.24% -692K -38.5% $10.54
105 VECO VEECO INSTRS INC DEL Technology 407,574.0 $11.6M 0.24% NEW $28.58 +108.2%
106 OYSTER ENTERPRISES II ACQUIS 1,138,688.0 $11.5M 0.24% $10.11
107 TDAC TRANSLATIONAL DEV ACQUISITIO Financial Services 1,096,989.0 $11.5M 0.24% $10.49 +1.4%
108 GTEN GORES HLDGS X INC Financial Services 1,113,336.0 $11.5M 0.24% $10.29 +0.6%
109 BITCOIN INFRASTRUCTURE ACQUI 1,160,097.0 $11.4M 0.24% NEW $9.86
110 EQV VENTURES AC CORP. II 1,140,082.0 $11.4M 0.24% -361K -24.1% $10.03
111 TWO HBRS INVT CORP 1,088,643.0 $11.4M 0.24% NEW $10.50
112 M3-BRIGADE ACQUISITION VI CO 1,141,824.0 $11.4M 0.24% NEW $10.01
113 TACO BERTO ACQUISITION CORP Financial Services 1,125,872.0 $11.4M 0.24% $10.14 +2.6%
114 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 1,151,400.0 $11.4M 0.24% NEW $9.90 +1.3%
115 SVCC STELLAR V CAP CORP Financial Services 1,096,174.0 $11.4M 0.24% $10.36 +1.4%
116 XRPN ARMADA ACQUISITION CORP II Financial Services 1,103,854.0 $11.3M 0.24% $10.24 +1.9%
117 CRANE HBR ACQUISITION CORP I 1,113,168.0 $11.2M 0.24% NEW $10.07
118 TVA TEXAS VENTURES ACQUISITION I Financial Services 1,047,529.0 $11.1M 0.23% -266K -20.3% $10.64 -1.4%
119 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 1,080,396.0 $11.0M 0.23% $10.20 +1.1%
120 RAAQ REAL ASSET ACQUISITION CORP Financial Services 1,075,396.0 $11.0M 0.23% $10.20 +12.4%
Page 6 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%