Fund HoldingsAQR Arbitrage LLC

Total Portfolio Value
$6.09B
Total Bought
$2.68B
Total Sold
$1.31B
Net Transaction
+$1.37B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PENUMBRA INC(PEN)0423,073+423,0730138,9242.28%+138,924
WEBSTER FINL CORP(WBS)01,803,563+1,803,5630123,8692.03%+123,869
AES CORP(AES)08,232,095+8,232,0950115,6611.90%+115,661
ESSENTIAL UTILS INC(WTRG)948,8843,137,219+2,188,33536,399126,3362.07%+89,937
ONESTREAM INC
CL A
03,393,367+3,393,367081,4411.34%+81,441
ELECTRONIC ARTS INC(EA)337,241727,717+390,47668,908147,4722.42%+78,563
COTERRA ENERGY INC02,108,811+2,108,811074,1041.22%+74,104
MASIMO CORP0416,956+416,956073,8721.21%+73,872
AFFIRM HLDGS INC(AFRM)000070,4171.16%+70,417
TRI POINTE HOMES INC
COM
01,485,406+1,485,406069,3541.14%+69,354
SILICON LABORATORIES INC(SLAB)0308,783+308,783064,2731.06%+64,273
JANUS HENDERSON GROUP PLC264,5601,440,631+1,176,07112,58574,0051.22%+61,420
VALARIS LTD(VAL)0609,711+609,711059,7760.98%+59,776
AMICUS THERAPEUTIC
COM
1,983,1095,843,849+3,860,74028,23984,5021.39%+56,263
TRIP COM GROUP LTD(TCOM)00028,61683,8991.38%+55,283
WARNER BROS DISCOVERY INC(WBD)1,731,4483,838,953+2,107,50549,874104,2281.71%+54,353
DAY ONE BIOPHARMACEUTICALS I
COM
02,462,154+2,462,154052,7890.87%+52,789
HOLOGIC INC419,6571,048,664+629,00731,26079,2691.30%+48,008
CLEARWATER ANALYTICS HLDGS I1,320,1283,295,740+1,975,61231,84177,9441.28%+46,103
UNITY SOFTWARE INC(U)000044,9300.74%+44,930
CHART INDS INC(GTLS)433,498644,393+210,89589,400133,2282.19%+43,828
KENVUE INC(KVUE)3,502,9315,585,579+2,082,64860,42695,2341.56%+34,809
TXNM ENERGY INC(TXNM)1,180,0151,765,847+585,83269,479103,2311.70%+33,752
NCR ATLEOS CORPORATION(NATL)0784,236+784,236033,7220.55%+33,722
NORTHWESTERN ENERGY GROUP IN(NWE)607,0281,081,947+474,91939,17871,3441.17%+32,166
DIGITALBRIDGE GROUP INC(DBRG)1,112,8913,128,453+2,015,56217,07248,2410.79%+31,169
SEALED AIR CORP NEW1,054,6121,752,560+697,94843,69373,6951.21%+30,003
VERTEX INC(VERX)000029,9290.49%+29,929
SELECT MED HLDGS CORP01,798,360+1,798,360029,2950.48%+29,295
UNIFIRST CORP MASS(UNF)0115,822+115,822029,1400.48%+29,140
NORFOLK SOUTHN CORP(NSC)342,479446,139+103,66098,881126,5922.08%+27,711
UPSTART HLDGS INC(UPST)000027,5690.45%+27,569
ARCELLX INC
COMMON STOCK
0231,730+231,730026,6070.44%+26,607
SKYWATER TECHNOLOGY INC(SKYT)0950,962+950,962026,0660.43%+26,066
FLUENCE ENERGY INC(FLNC)000025,9310.43%+25,931
STELLAR BANCORP INC0685,808+685,808025,1070.41%+25,107
GIGCAPITAL9 CORP02,178,000+2,178,000021,8670.36%+21,867
JOBY AVIATION INC(JOBY)000021,1610.35%+21,161
THERMON GROUP HLDGS INC0416,851+416,851021,0090.35%+21,009
ALPHATEC HLDGS INC(ATEC)000020,1350.33%+20,135
NATIONAL STORAGE AFFILIATES(NSA)0454,254+454,254016,8480.28%+16,848
ZIM INTEGRATED SHIPPING SERV
SHS
0623,783+623,783016,4370.27%+16,437
QORVO INC(QRVO)1,398,7011,729,089+330,388118,204133,8312.20%+15,627
LIBERTY BROADBAND CORP(LBRDA)01,343,024+1,343,024067,5541.11%+67,554
INFINITE EAGLE ACQUISITION C
CL A
01,512,800+1,512,800015,0980.25%+15,098
COREBRIDGE FINL INC(CRBD)0626,025+626,025014,5580.24%+14,558
BRIGHTHOUSE FINL INC(BHF)566,154849,755+283,60136,68150,8830.84%+14,202
MOUNTAIN LAKE ACQUISIT CORP
UNIT 01/21/2031
01,415,656+1,415,656014,0570.23%+14,057
IDEA ACQUISITION CORP01,414,697+1,414,697014,0200.23%+14,020
GLOBAL PMTS INC(GPN)00036,81250,4220.83%+13,610
AIR LEASE CORP
CL A
1,485,2091,675,636+190,42795,395108,8161.79%+13,421
PROGRESS SOFTWARE CORP(PRGS)00024,16137,5610.62%+13,400
VERIS RESIDENTIAL INC0709,714+709,714013,3920.22%+13,392
TECK RESOURCES LTD(TECK)2,366,0212,444,694+78,673113,309126,5132.08%+13,204
BLEICHROEDER ACQUISITI CORP
USD CL A ORD SHS
01,305,593+1,305,593013,0820.21%+13,082
XSOLLA SPAC 101,311,960+1,311,960012,9880.21%+12,988
ENHABIT INC
COM
0920,318+920,318012,9670.21%+12,967
HCM IV ACQUISITION CORP01,280,942+1,280,942012,8350.21%+12,835
TALKSPACE INC(TALK)02,437,116+2,437,116012,6120.21%+12,612
GREAT LAKES DREDGE & DOCK CO0730,615+730,615012,4200.20%+12,420
LAFAYETTE DIGITAL ACQUISITIO
ORD CLASS A
01,197,680+1,197,680011,8090.19%+11,809
FG IMPERII ACQUISITION CORP01,188,640+1,188,640011,7200.19%+11,720
TWO HARBORS INVENTMENT CORPO(TWO)1,088,6432,021,084+932,44111,43123,0810.38%+11,650
IHS HOLDING LIMITED
ORD SHS
01,404,862+1,404,862011,5620.19%+11,562
SUNOPTA INC
COM
01,783,959+1,783,959011,5600.19%+11,560
MESHFLOW ACQUISITION CORP01,153,582+1,153,582011,4090.19%+11,409
VISHAY INTERTECHNOLOGY INC(VSH)000035,1750.58%+35,175
SILICON VY ACQUISITION CORP
CL A
01,105,646+1,105,646010,9350.18%+10,935
ALDABRA 4 LQDTY OPP VEH INC
UNIT 12/23/2030
01,065,446+1,065,446010,6220.17%+10,622
AMERICAN DRIVE ACQUISITION C
USD CL A ORD SHS
01,072,494+1,072,494010,6180.17%+10,618
CRANE HBR ACQUISITION CORP I
ORD SHS CL A
01,061,566+1,061,566010,5100.17%+10,510
ART TECHNOLOGY ACQUISITION C
USD CL A ORD SHS
01,045,608+1,045,608010,2470.17%+10,247
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
01,033,344+1,033,344010,1680.17%+10,168
KPET ULTRA PACELINE CORP01,011,600+1,011,600010,1160.17%+10,116
ABONY ACQUISITION CORP I01,014,050+1,014,050010,0800.17%+10,080
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
01,014,721+1,014,721010,0460.16%+10,046
SUN CTRY AIRLS HLDGS INC0603,224+603,22409,9650.16%+9,965
ITHAX ACQUISITION CORP III0992,046+992,04609,8210.16%+9,821
TRG LATIN AMER ACQUIS CORP
UNIT 02/20/2031
0984,480+984,48009,7960.16%+9,796
PRAETORIAN ACQUISITION CORP0948,979+948,97909,3850.15%+9,385
RF ACQUISITION CORP III0940,000+940,00009,1930.15%+9,193
IRON HORSE ACQUISIT II CORP0927,201+927,20109,1510.15%+9,151
TERNS PHARMACEUTICALS INC0171,555+171,55509,0440.15%+9,044
JD.COM INC(JD)000037,9360.62%+37,936
AVERIN CAP ACQUISITION CORP
UNIT 01/30/2031
0893,010+893,01008,9210.15%+8,921
ACTIVATE ENERGY ACQUISIT COR
CL A ORD SHS
0870,763+870,76308,6120.14%+8,612
GENERAL PURP ACQUISITION COR
USD CL A ORD SHS
0868,472+868,47208,6070.14%+8,607
SOREN ACQUISITION CORP0859,830+859,83008,4870.14%+8,487
LEGATO MERGER CORP IV0821,309+821,30908,1970.13%+8,197
GOLDEN ENTMT INC0494,963+494,963013,2110.22%+13,211
KENNEDY-WILSON HOLDINGS INC0722,642+722,64207,8190.13%+7,819
APEX TREAS CORP
ORD SHS CL A
0778,648+778,64807,7790.13%+7,779
MUZERO ACQUISITION CORP0781,756+781,75607,7630.13%+7,763
CLEARTHINK 1 ACQUISITION COR
UNIT 01/26/2031
0776,743+776,74307,7520.13%+7,752
PALOMA ACQUISITION CORP I0775,450+775,45007,7390.13%+7,739
SAFEGUARD ACQUISITION CORP0777,479+777,47907,7360.13%+7,736
MOZAYYX ACQUISITION CORP0769,000+769,00007,6440.13%+7,644
TGE VALUE CREATIVE SOLUTIONS0771,064+771,06407,6180.13%+7,618
ARMADA ACQUISITION CORP III0762,320+762,32007,6160.13%+7,616
ARCHIMEDES TECH SPAC PTNRS I
UNIT 01/23/2031
0757,625+757,62507,5610.12%+7,561
Page 1 of 1