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Portfolio (Quarterly) Guide ↗

AQR CAPITAL MANAGEMENT LLC

· CIK 0001167557
13F Portfolio $286.8B AUM 21,077 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 254 New 2428 Added 1056 Reduced 93 Exited
Page 21 of 195  ·  3,900 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ZS ZSCALER INC Technology 1,363,319.0 $192.4M 0.07% +347K +34.2% $141.15 +31.0%
402 MRVL MARVELL TECHNOLOGY INC Technology 663,380.0 $192.3M 0.07% +68K +11.3% $289.90 -25.6%
403 DIS DISNEY WALT CO Communication Services 1,988,816.0 $191.4M 0.07% -782K -28.2% $96.25 +9.1%
404 MS MORGAN STANLEY Financial Services 915,529.0 $191.4M 0.07% +354K +63.0% $209.04 +3.4%
405 LIVN LIVANOVA PLC Healthcare 2,356,191.0 $191.0M 0.07% -138K -5.5% $81.07 -0.8%
406 QLYS QUALYS INC Technology 1,394,771.0 $190.6M 0.07% +356K +34.2% $136.65 +34.8%
407 DRS LEONARDO DRS INC Industrials 4,430,913.0 $187.9M 0.07% +1.4M +44.1% $42.40 +5.2%
408 MAS MASCO CORP Industrials 2,329,073.0 $187.7M 0.07% +1.3M +131.8% $80.57 -8.3%
409 DHI D R HORTON INC Consumer Cyclical 1,151,603.0 $187.6M 0.07% -397K -25.6% $162.88 -9.4%
410 SHC SOTERA HEALTH CO Healthcare 10,734,313.0 $186.4M 0.07% +4.0M +59.7% $17.36 +6.5%
411 LOGI LOGITECH INTL S A Technology 1,991,783.0 $186.1M 0.07% +957K +92.4% $93.45 +6.5%
412 HII HUNTINGTON INGALLS INDS INC Industrials 656,681.0 $183.8M 0.06% -366K -35.8% $279.89 +13.7%
413 SOUTHSTATE BK CORP 1,831,837.0 $183.0M 0.06% +352K +23.8% $99.90
414 BC BRUNSWICK CORP Consumer Cyclical 2,163,477.0 $182.2M 0.06% +161K +8.0% $84.20 -3.0%
415 ADT ADT INC DEL Industrials 28,106,229.0 $181.1M 0.06% -5.4M -16.2% $6.45 +12.3%
416 TREX TREX INC Industrials 3,633,238.0 $181.0M 0.06% -613K -14.4% $49.82 -2.7%
417 NFLX NETFLIX INC. Communication Services 2,529,862.0 $180.6M 0.06% -405K -13.8% $71.40 +10.1%
418 EXP EAGLE MATLS INC Basic Materials 797,959.0 $179.5M 0.06% +483K +153.7% $225.00 -9.5%
419 ONTO ONTO INNOVATION INC Technology 477,129.0 $179.4M 0.06% -114K -19.2% $376.04 -14.8%
420 CMCSA COMCAST CORP NEW Communication Services 7,350,709.0 $178.8M 0.06% -4.9M -40.2% $24.33 +7.0%
Page 21 of 195  ·  3,900 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 26.6%
Financial Services 14.9%
Industrials 14.5%
Healthcare 10.8%
Consumer Cyclical 10.6%
Consumer Defensive 4.5%
Communication Services 4.2%
Utilities 4.0%
Energy 3.8%
Real Estate 3.1%