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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 4 of 548  ·  10,945 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HOOD CALL ROBINHOOD MKTS INC Financial Services 13,204,200.0 $1.49B 0.23% -4.5M -25.4% $113.10 -28.6%
62 MSTR PUT STRATEGY INC Technology 9,767,100.0 $1.48B 0.22% +1.4M +16.3% $151.95 +23.0%
63 AVGO BROADCOM INC Technology 4,214,391.0 $1.46B 0.22% +1.9M +80.8% $346.10 +22.9%
64 INTC PUT INTEL CORP Technology 38,031,100.0 $1.40B 0.21% -6.6M -14.7% $36.90 +214.2%
65 FSLR CALL FIRST SOLAR INC Energy 5,308,000.0 $1.39B 0.21% +58K +1.1% $261.23 -11.3%
66 TLT PUT ISHARES TR 15,797,600.0 $1.38B 0.21% +3.7M +30.9% $87.16 -4.0%
67 NFLX PUT NETFLIX INC Communication Services 14,479,700.0 $1.36B 0.20% +13.0M +862.2% $93.76 -7.3%
68 HOOD PUT ROBINHOOD MKTS INC Financial Services 11,869,900.0 $1.34B 0.20% +2.7M +29.4% $113.10 -28.6%
69 SLV ISHARES SILVER TR Financial Services 20,672,537.0 $1.33B 0.20% +20.6M +10000.0% $64.42 +7.2%
70 AAPL APPLE INC Technology 4,895,066.0 $1.33B 0.20% +196K +4.2% $271.86 +10.4%
71 TSLA TESLA INC Consumer Cyclical 2,956,214.0 $1.33B 0.20% -1.6M -34.8% $449.72 -1.4%
72 CRWV PUT COREWEAVE INC Technology 17,960,300.0 $1.29B 0.19% +7.7M +74.3% $71.61 +59.5%
73 HYG CALL ISHARES TR 15,749,100.0 $1.27B 0.19% -10.3M -39.5% $80.63 -1.5%
74 MRVL PUT MARVELL TECHNOLOGY INC Technology 14,289,200.0 $1.21B 0.18% $84.98 +114.9%
75 WMT WALMART INC Consumer Defensive 10,836,435.0 $1.21B 0.18% +8.0M +286.2% $111.41 +18.9%
76 CVNA CALL CARVANA CO Consumer Cyclical 2,811,900.0 $1.19B 0.18% +1.1M +67.9% $422.02 -83.5%
77 GS PUT GOLDMAN SACHS GROUP INC Financial Services 1,323,300.0 $1.16B 0.18% +243K +22.5% $879.00 +10.2%
78 UNH UNITEDHEALTH GROUP INC Healthcare 3,468,337.0 $1.14B 0.17% +1.0M +42.9% $330.11 +20.9%
79 GS CALL GOLDMAN SACHS GROUP INC Financial Services 1,257,000.0 $1.10B 0.17% +481K +62.1% $879.00 +10.2%
80 GEV PUT GE VERNOVA INC Utilities 1,683,975.0 $1.10B 0.17% +287K +20.6% $653.57 +66.9%
Page 4 of 548  ·  10,945 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%