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Portfolio (Quarterly) Guide ↗

JANE STREET GROUP, LLC

· CIK 0001595888
13F Portfolio $662.1B AUM 17,120 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2436 New 4261 Added 4116 Reduced 2144 Exited
Page 2 of 214  ·  4,261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMH PUT VANECK ETF TRUST 8,026,400.0 $2.89B 0.44% +1.4M +21.4% $360.13 +55.8%
22 MSTR CALL STRATEGY INC Technology 18,548,500.0 $2.82B 0.43% +1.9M +11.6% $151.95 +8.9%
23 GOOG PUT ALPHABET INC Communication Services 8,896,800.0 $2.79B 0.42% +352K +4.1% $313.80 +25.6%
24 SLV PUT ISHARES SILVER TR Financial Services 43,306,200.0 $2.79B 0.42% +18.6M +75.0% $64.42 +9.4%
25 AVGO CALL BROADCOM INC Technology 8,004,000.0 $2.77B 0.42% +79K +1.0% $346.10 +21.4%
26 HYG PUT ISHARES TR 30,470,900.0 $2.46B 0.37% +19.3M +172.7% $80.63 -1.3%
27 GDX PUT VANECK ETF TRUST 23,334,900.0 $2.00B 0.30% +5.8M +33.2% $85.77 +3.3%
28 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 12,812,400.0 $1.88B 0.28% +1.6M +14.3% $146.58 -8.8%
29 DIA PUT SPDR DOW JONES INDL AVERAGE Financial Services 3,833,200.0 $1.84B 0.28% +1.5M +65.6% $480.57 +3.0%
30 UNH PUT UNITEDHEALTH GROUP INC Healthcare 5,516,400.0 $1.82B 0.28% +1.2M +26.7% $330.11 +16.9%
31 LLY PUT ELI LILLY & CO Healthcare 1,603,300.0 $1.72B 0.26% +106K +7.1% $1074.68 -7.8%
32 COIN PUT COINBASE GLOBAL INC Financial Services 7,535,900.0 $1.70B 0.26% +1.5M +25.1% $226.14 -16.2%
33 COIN CALL COINBASE GLOBAL INC Financial Services 7,333,800.0 $1.66B 0.25% +435K +6.3% $226.14 -16.2%
34 NFLX CALL NETFLIX INC Communication Services 17,554,500.0 $1.65B 0.25% +15.7M +871.2% $93.76 -6.8%
35 META META PLATFORMS INC Communication Services 2,481,834.0 $1.64B 0.25% +1.8M +252.2% $660.09 -8.1%
36 APP PUT APPLOVIN CORP Technology 2,361,100.0 $1.59B 0.24% +345K +17.1% $673.82 -25.8%
37 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 31,678,300.0 $1.57B 0.24% +5.8M +22.6% $49.65 -12.0%
38 MSTR PUT STRATEGY INC Technology 9,767,100.0 $1.48B 0.22% +1.4M +16.3% $151.95 +8.9%
39 AVGO BROADCOM INC Technology 4,214,391.0 $1.46B 0.22% +1.9M +80.8% $346.10 +21.4%
40 FSLR CALL FIRST SOLAR INC Energy 5,308,000.0 $1.39B 0.21% +58K +1.1% $261.23 -11.1%
Page 2 of 214  ·  4,261 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 26.9%
Technology 25.2%
Healthcare 9.8%
Consumer Cyclical 9.7%
Industrials 8.0%
Communication Services 8.0%
Consumer Defensive 3.7%
Energy 2.9%
Basic Materials 2.8%
Utilities 1.8%