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Portfolio (Quarterly) Guide ↗

AQR CAPITAL MANAGEMENT LLC

· CIK 0001167557
13F Portfolio $218.4B AUM 20,832 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 288 New 2343 Added 945 Reduced 111 Exited
Page 9 of 118  ·  2,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KKR KKR & CO INC Financial Services 3,067,509.0 $283.7M 0.13% +3.0M +3287.2% $92.50 +3.9%
162 QCOM QUALCOMM INC Technology 2,174,407.0 $279.1M 0.13% +813K +59.7% $128.36 +62.4%
163 NFLX NETFLIX INC. Communication Services 2,935,087.0 $279.0M 0.13% +284K +10.7% $95.06 -8.1%
164 LECO LINCOLN ELEC HLDGS INC Industrials 1,135,450.0 $278.8M 0.13% +174K +18.1% $245.55 +6.4%
165 GAP GAP INC Consumer Cyclical 11,555,318.0 $278.4M 0.13% +2.0M +21.5% $24.09 -14.2%
166 MOS MOSAIC CO Basic Materials 10,924,724.0 $276.5M 0.13% +3.2M +40.8% $25.31 -16.5%
167 HAL HALLIBURTON CO Energy 7,070,479.0 $275.7M 0.13% +1.1M +19.0% $38.99 +6.0%
168 LIN LINDE PLC Basic Materials 548,025.0 $271.7M 0.12% +296K +117.0% $495.76 +2.0%
169 OC OWENS CORNING NEW Industrials 2,540,023.0 $271.4M 0.12% +1.1M +77.3% $106.84 +7.4%
170 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,326,674.0 $271.0M 0.12% +1.7M +110.6% $81.47 -15.7%
171 ES EVERSOURCE ENERGY Utilities 3,944,358.0 $269.2M 0.12% +2.0M +105.4% $68.26 -1.7%
172 FIS FIDELITY NATL INFORMATION SV Technology 5,729,741.0 $268.8M 0.12% +3.7M +183.1% $46.91 -10.3%
173 DIS DISNEY WALT CO Communication Services 2,771,237.0 $263.9M 0.12% +489K +21.4% $95.23 +7.9%
174 LITE LUMENTUM HLDGS INC Technology 381,133.0 $263.7M 0.12% +297K +355.2% $692.01 +32.7%
175 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,620,118.0 $263.2M 0.12% +1.3M +380.4% $162.48 -9.9%
176 COOPER COS INC 3,727,187.0 $261.4M 0.12% +2.1M +125.4% $70.14
177 ULTA ULTA BEAUTY INC Consumer Cyclical 504,757.0 $261.2M 0.12% +207K +69.3% $517.54 -5.2%
178 ACGL ARCH CAP GROUP LTD Financial Services 2,731,571.0 $260.7M 0.12% +61K +2.3% $95.44 -1.3%
179 UNH UNITEDHEALTH GROUP INC Healthcare 977,408.0 $260.0M 0.12% +261K +36.3% $266.01 +45.1%
180 BA BOEING CO Industrials 1,294,391.0 $257.6M 0.12% +899K +227.1% $199.03 +10.5%
Page 9 of 118  ·  2,343 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
Technology 23.1%
Financial Services 14.9%
Industrials 14.2%
Consumer Cyclical 11.9%
Healthcare 11.6%
Consumer Defensive 5.7%
Communication Services 4.9%
Energy 4.0%
Basic Materials 3.7%
Utilities 3.7%