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Asset Manager ← All Institutions

AQR CAPITAL MANAGEMENT LLC

Q1 2026 · Filed 2026-05-15
Market Value
$216.1B
+14.3%
Holdings
3,703
+163
New Purchases
269
Added To
2,302
Closed
91
Reduced
950
Top 10 Concentration
11.3%
Turnover
9.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COST 0.47% 0.15% +0.32% $1.0B
SPGI 0.24% 0.04% +0.21% $528M
OXY 0.26% 0.06% +0.20% $567M
GEV 0.59% 0.38% +0.20% $1.3B
FIX 0.69% 0.50% +0.19% $1.5B
DOW 0.20% 0.01% +0.18% $430M
FTI 0.57% 0.40% +0.17% $1.2B
TER 0.29% 0.13% +0.16% $630M
WDC 0.42% 0.27% +0.15% $913M
MMC 0.29% 0.15% +0.15% $637M
EXE 0.20% 0.05% +0.15% $423M
VRT 0.30% 0.16% +0.15% $655M
MU 0.68% 0.53% +0.15% $1.5B
BURL 0.20% 0.05% +0.15% $430M
BLK 0.19% 0.05% +0.14% $418M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TEAM 0.13% 0.66% -0.53% $283M
PNFP 0.00% 0.27% -0.27% $0
ZM 0.31% 0.56% -0.25% $662M
META 0.48% 0.73% -0.25% $1.0B
EXPE 0.27% 0.51% -0.23% $589M
RBLX 0.21% 0.44% -0.23% $450M
LYFT 0.06% 0.26% -0.21% $123M
CNC 0.50% 0.69% -0.19% $1.1B
AMZN 0.91% 1.09% -0.18% $2.0B
WMT 0.55% 0.73% -0.18% $1.2B
ACN 0.10% 0.26% -0.16% $210M
PLTR 0.26% 0.42% -0.16% $553M
IQV 0.10% 0.26% -0.16% $209M
GDDY 0.04% 0.20% -0.15% $92M
PANW 0.10% 0.25% -0.15% $218M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $47.0B 21.8%
Large Cap 1,022 $130.6B 60.4%
Mid Cap 1,161 $33.2B 15.4%
Small Cap 1,119 $5.0B 2.3%
Micro Cap 322 $302M 0.1%

Portfolio Analytics

Avg Market Cap
$30.4B
Median Market Cap
$3.5B
Avg P/E
32.5
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,047
# ETFs / Funds
656

Top Holdings (3,703 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.53% 32,117,705 $5.5B $170.10 $570M +5,878,703 +22.4%
2 MSFT 1.70% 10,035,598 $3.7B $367.10 $654M +3,769,997 +60.2%
3 AAPL 1.68% 14,593,957 $3.6B $248.82 $233M +2,092,434 +16.7%
4 AMZN 0.91% 9,468,768 $2.0B $206.80 -$101M +545,944 +6.1%
5 AVGO 0.86% 6,185,820 $1.9B $301.83 $314M +1,697,370 +37.8%
6 BMY 0.83% 29,631,105 $1.8B $60.65 $406M +3,834,200 +14.9%
7 GOOGL 0.75% 5,769,814 $1.6B $279.94 $205M +1,265,371 +28.1%
8 EIX 0.70% 20,839,328 $1.5B $72.24 $408M +2,554,176 +14.0%
9 PCG 0.69% 86,234,769 $1.5B $17.41 $298M +11,390,203 +15.2%
10 GOOG 0.69% 5,212,038 $1.5B $286.86 $66M +658,932 +14.5%
11 FIX 0.69% 1,116,230 $1.5B $1,334.94 $538M +96,308 +9.4%
12 MU 0.68% 4,523,415 $1.5B $325.69 $465M +989,275 +28.0%
13 BKNG 0.61% 318,539 $1.3B $4,147.22 $368M +140,561 +79.0%
14 GEV 0.59% 1,481,073 $1.3B $855.00 $545M +376,680 +34.1%
15 CB 0.58% 3,840,991 $1.2B $325.40 -$74M -400,890 -9.4%
16 FTI 0.57% 17,809,215 $1.2B $69.13 $480M +942,807 +5.6%
17 WMT 0.55% 9,542,894 $1.2B $124.18 -$193M -2,830,439 -22.9%
18 GE 0.51% 3,947,747 $1.1B $279.69 $178M +939,917 +31.2%
19 CNC 0.50% 33,613,787 $1.1B $32.45 -$218M +1,815,049 +5.7%
20 FDX 0.49% 3,054,990 $1.1B $346.94 $215M +131,311 +4.5%
21 META 0.48% 1,872,086 $1.0B $557.37 -$336M -217,985 -10.4%
22 MRK 0.48% 8,628,486 $1.0B $120.29 -$146M -2,620,877 -23.3%
23 GM 0.48% 13,892,622 $1.0B $74.09 $144M +3,008,833 +27.6%
24 COST 0.47% 1,027,658 $1.0B $996.43 $740M +698,124 +211.8%
25 ADBE 0.47% 4,232,040 $1.0B $241.68 $207M +1,901,944 +81.6%
26 ABNB 0.46% 7,999,751 $997M $124.68 $80M +1,236,967 +18.3%
27 TJX 0.44% 6,040,896 $952M $157.56 $212M +1,226,429 +25.5%
28 ANET 0.44% 7,951,013 $950M $119.51 -$12M +604,303 +8.2%
29 REGN 0.44% 1,231,008 $946M $768.48 $177M +235,298 +23.6%
30 VRSN 0.43% 3,752,370 $932M $248.36 -$45M -267,799 -6.7%
31 PNC 0.42% 4,440,714 $914M $205.79 $52M +311,723 +7.5%
32 WDC 0.42% 3,459,565 $913M $263.92 $401M +486,862 +16.4%
33 LMT 0.42% 1,507,786 $911M $604.39 $286M +213,963 +16.5%
34 PEP 0.42% 5,855,782 $909M $155.29 -$36M -729,500 -11.1%
35 JNJ 0.40% 3,543,181 $864M $243.92 $62M -333,040 -8.6%
36 JBHT 0.39% 4,051,092 $847M $209.03 $117M +295,921 +7.9%
37 TSLA 0.38% 2,259,630 $823M $364.34 -$134M +131,916 +6.2%
38 NEM 0.38% 7,632,576 $815M $106.78 $76M +230,298 +3.1%
39 BRK-B 0.36% 1,642,048 $787M $479.20 -$55M -32,680 -1.9%
40 LLY 0.36% 855,420 $786M $918.51 $241M +348,581 +68.8%
41 MCK 0.36% 907,472 $784M $864.21 $31M -11,313 -1.2%
42 GD 0.35% 2,224,552 $764M $343.22 $69M +161,608 +7.8%
43 SNOW 0.34% 4,912,588 $741M $150.82 $22M +1,635,869 +49.9%
44 LRCX 0.34% 3,452,063 $724M $209.82 $89M -257,621 -6.9%
45 TRV 0.33% 2,458,492 $717M $291.68 $221M +748,066 +43.7%
46 APH 0.32% 5,649,669 $697M $123.39 $212M +2,061,679 +57.5%
47 NYT 0.32% 8,182,440 $684M $83.54 $250M +1,940,951 +31.1%
48 EME 0.32% 937,080 $681M $727.10 $273M +269,382 +40.3%
49 CI 0.31% 2,587,106 $672M $259.89 $233M +989,015 +61.9%
50 ZM 0.31% 8,362,011 $662M $79.18 -$390M -3,833,232 -31.4%
51 COF 0.30% 3,613,737 $656M $181.52 -$160M +247,045 +7.3%
52 VRT 0.30% 2,672,760 $655M $245.12 $362M +863,980 +47.8%
53 DHR 0.30% 3,480,969 $654M $187.75 $238M +1,665,727 +91.8%
54 AMP 0.30% 1,475,334 $653M $442.62 $121M +389,445 +35.9%
55 XOM 0.30% 3,843,925 $652M $169.66 $173M -140,652 -3.5%
56 NBIX 0.30% 4,938,967 $651M $131.74 $188M +1,667,261 +51.0%
57 TSN 0.30% 9,993,468 $640M $64.02 $164M +1,879,027 +23.2%
58 MMC 0.29% 3,673,987 $637M $173.45 $363M +2,195,968 +148.6%
59 MEDP 0.29% 1,353,837 $634M $468.00 -$124M +4,134 +0.3%
60 TER 0.29% 2,183,208 $630M $288.36 $381M +900,122 +70.2%
61 FTNT 0.29% 7,771,945 $628M $80.79 $302M +3,662,929 +89.1%
62 SF 0.29% 8,469,863 $622M $73.45 $260M +5,576,013 +192.7%
63 NOW 0.29% 5,918,697 $619M $104.55 $17M +1,992,079 +50.7%
64 PSX 0.29% 3,383,523 $616M $182.18 $195M +121,041 +3.7%
65 DG 0.28% 5,165,126 $610M $118.11 $114M +1,430,626 +38.3%
66 C 0.28% 5,422,294 $604M $111.44 -$103M -637,400 -10.5%
67 SPY 0.28% 916,400 $596M $650.34 $117M +213,491 +30.4%
68 TXRH 0.27% 3,616,856 $593M $163.85 $149M +942,754 +35.2%
69 EXPE 0.27% 2,549,624 $589M $230.89 -$366M -819,642 -24.3%
70 CME 0.27% 1,982,099 $585M $295.35 $37M -24,944 -1.2%
71 PG 0.27% 4,039,225 $579M $143.29 $284M +1,979,292 +96.1%
72 NTNX 0.27% 15,154,514 $576M $38.01 -$16M +3,701,800 +32.3%
73 OXY 0.26% 8,718,934 $567M $65.00 $458M +6,069,253 +229.1%
74 TMUS 0.26% 2,690,107 $565M $210.03 $311M +1,440,342 +115.2%
75 IT 0.26% 3,567,263 $565M $158.34 $88M +1,675,259 +88.5%
76 EXEL 0.26% 13,095,741 $562M $42.89 -$37M -562,647 -4.1%
77 PLTR 0.26% 3,925,824 $553M $140.89 -$233M -499,157 -11.3%
78 DAL 0.25% 8,439,142 $549M $65.08 $123M +2,283,366 +37.1%
79 INCY 0.25% 5,807,930 $536M $92.31 -$128M -912,094 -13.6%
80 MLI 0.25% 4,877,511 $536M $109.90 $71M +822,946 +20.3%
81 SPGI 0.24% 1,246,935 $528M $423.80 $454M +1,104,821 +777.4%
82 T 0.24% 18,345,038 $526M $28.69 $65M -233,808 -1.3%
83 TPR 0.24% 3,745,914 $525M $140.20 $57M +79,178 +2.2%
84 CMI 0.24% 966,996 $511M $528.50 $132M +224,642 +30.3%
85 FCX 0.23% 8,835,759 $505M $57.19 $64M +156,443 +1.8%
86 BK 0.23% 4,296,264 $503M $117.16 $6M +15,381 +0.4%
87 AXS 0.23% 4,931,979 $498M $101.05 $7M +339,709 +7.4%
88 CRM 0.23% 2,664,568 $495M $185.71 $110M +1,212,771 +83.5%
89 ILMN 0.23% 3,981,080 $491M $123.26 -$90M -445,046 -10.1%
90 TXT 0.23% 5,633,276 $488M $86.61 $21M +276,094 +5.2%
91 INTC 0.23% 11,470,092 $487M $42.49 -$114M -4,815,093 -29.6%
92 UTHR 0.23% 826,226 $486M $588.73 -$138M -455,473 -35.5%
93 GIS 0.22% 13,083,887 $483M $36.92 $245M +7,966,600 +155.7%
94 DKNG 0.22% 22,852,485 $482M $21.09 -$86M +6,378,476 +38.7%
95 PM 0.22% 2,909,034 $481M $165.34 -$86M -625,751 -17.7%
96 PGR 0.22% 2,405,207 $477M $198.24 $42M +495,781 +26.0%
97 JPM 0.22% 1,630,005 $473M $290.34 $19M +219,613 +15.6%
98 BAC 0.22% 9,780,378 $471M $48.16 $132M +3,624,260 +58.9%
99 ITT 0.22% 2,518,939 $469M $186.33 $309M +1,593,008 +172.0%
100 BIL 0.21% 4,994,283 $458M $91.64 $36M +377,209 +8.2%

New Positions

SymbolValue% Port
VSNTV $211M 0.10%
AZN $72M 0.03%
QDF $44M 0.02%
FRO $27M 0.01%
SUNB $23M 0.01%
AUGO $20M 0.01%
INDV $9M —%
BLSH $9M —%
AGL $8M —%
HTFL $5M —%
BIV $5M —%
OMDA $4M —%
OR $4M —%
PIPR $4M —%
TTAN $3M —%

Sold Out Positions

SymbolValue% Port
BBUC —%
NEA —%
KT —%
AQN —%
DPG —%
GPMT —%
PNFP —%
BB —%
MICC —%
ADV —%
GPRO —%
BBCA —%
DERM —%
IVA —%
MIST —%
View SEC EDGAR Filings for AQR CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms