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Asset Manager ← All Institutions

AQR CAPITAL MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$120.2B
+24.4%
Holdings
3,308
+192
New Purchases
271
Added To
1,776
Closed
130
Reduced
1,095
Top 10 Concentration
11.9%
Turnover
12.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.56% 2.08% +0.47% $3.1B
AVGO 0.88% 0.58% +0.31% $1.1B
MNST 0.35% 0.07% +0.28% $423M
RBLX 0.79% 0.52% +0.27% $948M
PNC 0.52% 0.25% +0.26% $622M
VEEV 0.44% 0.21% +0.23% $527M
DASH 0.53% 0.33% +0.20% $643M
LYFT 0.31% 0.11% +0.20% $378M
MANH 0.32% 0.12% +0.20% $381M
SNOW 0.67% 0.47% +0.19% $802M
MDB 0.19% 0.01% +0.19% $233M
FIX 0.35% 0.17% +0.18% $419M
INTC 0.29% 0.11% +0.17% $346M
EXPE 0.41% 0.24% +0.17% $492M
NWSA 0.20% 0.04% +0.16% $241M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.70% 2.30% -0.60% $2.0B
COP 0.10% 0.50% -0.40% $119M
CMCSA 0.22% 0.56% -0.34% $261M
CNC 0.37% 0.69% -0.33% $443M
JNJ 0.61% 0.90% -0.30% $729M
LLY 0.22% 0.47% -0.25% $270M
NOC 0.25% 0.48% -0.23% $296M
ABNB 0.30% 0.52% -0.22% $356M
CME 0.55% 0.76% -0.22% $655M
ANTM 0.08% 0.29% -0.21% $97M
OVV 0.04% 0.25% -0.20% $52M
BKR 0.04% 0.24% -0.20% $51M
ABC 0.22% 0.41% -0.19% $264M
T 0.36% 0.55% -0.18% $439M
ALNY 0.05% 0.22% -0.17% $61M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $25.7B 21.4%
Large Cap 991 $70.9B 59.0%
Mid Cap 1,013 $20.2B 16.8%
Small Cap 978 $3.2B 2.7%
Micro Cap 247 $179M 0.1%

Portfolio Analytics

Avg Market Cap
$33.6B
Median Market Cap
$3.9B
Avg P/E
32.3
Median P/E
20.2
Avg Dividend Yield
0.03%
Avg Beta
1.05
# Stocks
2,897
# ETFs / Funds
411

Top Holdings (3,308 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.56% 19,624,757 $3.1B $156.61 $1.1B +419,994 +2.2%
2 MSFT 1.89% 4,563,843 $2.3B $496.93 $588M +28,701 +0.6%
3 AAPL 1.70% 10,199,877 $2.0B $200.76 -$177M -48,623 -0.5%
4 AMZN 1.02% 5,566,656 $1.2B $219.39 $114M -409,321 -6.8%
5 AVGO 0.88% 3,877,709 $1.1B $274.26 $507M +455,851 +13.3%
6 META 0.86% 1,406,937 $1.0B $738.09 $111M -246,950 -14.9%
7 RBLX 0.79% 9,032,411 $948M $104.98 $444M +261,984 +3.0%
8 VRSN 0.74% 3,097,003 $894M $288.80 $308M +767,363 +32.9%
9 ANET 0.74% 8,742,112 $893M $102.14 $309M +1,022,303 +13.2%
10 SNOW 0.67% 3,584,128 $802M $223.77 $346M +412,493 +13.0%
11 GE 0.66% 3,087,318 $791M $256.23 $66M -593,777 -16.1%
12 BKNG 0.65% 136,418 $779M $5,712.06 $84M -17,788 -11.5%
13 JNJ 0.61% 4,795,489 $729M $151.96 -$145M -470,221 -8.9%
14 MRK 0.57% 8,787,272 $690M $78.54 -$914K +1,029,454 +13.3%
15 GM 0.55% 13,503,858 $665M $49.21 $35M +33,600 +0.2%
16 CME 0.55% 2,392,180 $655M $273.92 -$80M -391,579 -14.1%
17 ADBE 0.54% 1,667,046 $645M $386.88 $29M +34,257 +2.1%
18 DASH 0.53% 2,633,971 $643M $244.15 $321M +797,849 +43.5%
19 FTNT 0.53% 6,053,669 $634M $104.78 $73M +82,021 +1.4%
20 PNC 0.52% 3,338,964 $622M $186.42 $377M +1,917,530 +134.9%
21 MCK 0.52% 855,699 $621M $725.50 -$22M -99,011 -10.4%
22 PM 0.51% 3,379,196 $613M $181.31 $139M +376,980 +12.6%
23 COST 0.50% 602,948 $596M $989.24 $188M +163,855 +37.3%
24 INCY 0.46% 8,201,455 $559M $68.10 $153M +1,465,286 +21.8%
25 GOOG 0.46% 3,108,391 $551M $177.39 $35M -195,359 -5.9%
26 GOOGL 0.45% 3,076,499 $542M $176.23 $63M -83,956 -2.7%
27 GEV 0.45% 1,028,514 $541M $526.23 $175M -216,906 -17.4%
28 ZM 0.45% 6,869,804 $535M $77.91 -$1M -536,419 -7.2%
29 BRK-B 0.44% 1,091,409 $530M $485.77 -$18M +61,489 +6.0%
30 VEEV 0.44% 1,838,046 $527M $286.45 $326M +969,905 +111.7%
31 TSLA 0.43% 1,643,085 $522M $317.66 $237M +497,220 +43.4%
32 EIX 0.42% 9,962,902 $511M $51.26 $191M +4,534,864 +83.5%
33 NOW 0.42% 489,345 $502M $1,025.90 $139M +15,736 +3.3%
34 EXPE 0.41% 2,917,669 $492M $168.68 $257M +1,473,386 +102.0%
35 C 0.39% 5,534,254 $471M $85.12 $14M -1,087,046 -16.4%
36 CB 0.38% 1,598,583 $457M $285.58 $33M +188,134 +13.3%
37 CNC 0.37% 8,298,682 $443M $53.33 -$227M -2,750,812 -24.9%
38 TXRH 0.37% 2,343,000 $439M $187.41 $229M +1,081,413 +85.7%
39 T 0.36% 15,328,747 $439M $28.61 -$90M -3,365,961 -18.0%
40 V 0.36% 1,241,348 $438M $353.00 $25M +21,401 +1.8%
41 MNST 0.35% 6,849,036 $423M $61.76 $353M +5,641,160 +467.0%
42 FIX 0.35% 782,435 $419M $535.57 $254M +252,007 +47.5%
43 LMT 0.33% 863,839 $400M $463.14 $39M +55,607 +6.9%
44 RE 0.33% 1,180,615 $400M $338.49 $142M +467,656 +65.6%
45 PANW 0.33% 1,952,649 $396M $202.61 $115M +279,257 +16.7%
46 WMT 0.33% 4,049,000 $394M $97.38 $23M -262,382 -6.1%
47 TEAM 0.33% 1,933,851 $392M $202.85 $37M +218,564 +12.7%
48 JPM 0.32% 1,329,821 $386M $289.91 $43M -99,962 -7.0%
49 TRV 0.32% 1,454,118 $385M $264.60 $7M +22,382 +1.6%
50 AXS 0.32% 3,716,201 $384M $103.25 $55M +425,790 +12.9%
51 MANH 0.32% 1,928,053 $381M $197.47 $264M +1,243,390 +181.6%
52 MSCI 0.32% 659,120 $380M $576.74 $14M -1,570 -0.2%
53 LYFT 0.31% 24,009,925 $378M $15.76 $268M +14,205,143 +144.9%
54 TT 0.31% 866,645 $376M $434.14 $85M -18,394 -2.1%
55 CI 0.31% 1,136,394 $373M $327.89 -$6M -13,299 -1.2%
56 ZS 0.31% 1,199,815 $372M $309.90 $137M +7,885 +0.7%
57 NFLX 0.31% 275,312 $367M $1,333.42 $109M -8,284 -2.9%
58 PLTR 0.30% 2,678,278 $365M $136.32 $184M +439,770 +19.6%
59 MA 0.30% 653,263 $363M $555.83 $98M +156,096 +31.4%
60 UTHR 0.30% 1,273,161 $363M $285.02 $90M +364,713 +40.1%
61 NTNX 0.30% 4,712,266 $360M $76.44 $113M +1,108,261 +30.8%
62 ABNB 0.30% 2,692,599 $356M $132.34 -$144M -1,589,924 -37.1%
63 PEP 0.29% 2,680,691 $351M $131.00 $61M +746,049 +38.6%
64 CSCO 0.29% 5,010,468 $347M $69.32 $16M -408,135 -7.5%
65 INTC 0.29% 15,498,219 $346M $22.34 $236M +10,514,007 +210.9%
66 PCG 0.29% 24,677,094 $344M $13.94 $64M +8,212,761 +49.9%
67 FTI 0.28% 9,938,410 $342M $34.44 $69M +1,202,713 +13.8%
68 EXEL 0.28% 7,606,079 $335M $44.07 $84M +712,190 +10.3%
69 EME 0.27% 622,019 $328M $526.80 $75M -81,437 -11.6%
70 ALL 0.27% 1,644,644 $325M $197.84 -$92M -373,759 -18.5%
71 COF 0.27% 1,512,814 $322M $212.76 $134M +436,648 +40.6%
72 RGLD 0.27% 1,820,435 $319M $175.31 $44M +137,524 +8.2%
73 CRM 0.26% 1,165,101 $318M $272.69 $178M +636,148 +120.3%
74 EA 0.26% 2,004,017 $317M $158.01 $112M +584,672 +41.2%
75 ILMN 0.26% 3,295,880 $313M $95.05 $148M +1,174,295 +55.4%
76 UNH 0.26% 1,017,650 $313M $307.35 -$98M +232,961 +29.7%
77 TPR 0.26% 3,546,969 $311M $87.79 $134M +939,227 +36.0%
78 DKNG 0.26% 7,147,665 $307M $42.89 $151M +2,451,421 +52.2%
79 BMRN 0.25% 5,580,573 $306M $54.91 $102M +2,654,768 +90.7%
80 APH 0.25% 3,093,952 $302M $97.74 $90M -181,879 -5.5%
81 KMX 0.25% 4,457,340 $298M $66.88 $182M +2,947,996 +195.3%
82 TOL 0.25% 2,607,993 $298M $114.13 $151M +1,183,304 +83.1%
83 ADSK 0.25% 967,469 $297M $307.46 $150M +394,768 +68.9%
84 DAL 0.25% 6,012,856 $296M $49.18 $49M +48,974 +0.8%
85 NOC 0.25% 598,474 $296M $494.00 -$165M -300,640 -33.4%
86 ARW 0.25% 2,313,997 $295M $127.43 $192M +1,311,972 +130.9%
87 JCI 0.25% 2,806,827 $295M $104.93 $135M +772,767 +38.0%
88 NTRA 0.24% 1,726,750 $292M $168.94 $127M +532,769 +44.6%
89 HLT 0.24% 1,081,602 $287M $265.45 $106M +268,987 +33.1%
90 SYF 0.24% 4,266,366 $285M $66.74 $78M +245,527 +6.1%
91 BK 0.24% 3,117,445 $284M $91.11 $18M -126,759 -3.9%
92 BMY 0.23% 6,067,940 $281M $46.26 -$83M +98,910 +1.7%
93 IBM 0.23% 948,589 $278M $292.55 $73M +120,074 +14.5%
94 TSN 0.23% 5,006,787 $277M $55.39 $96M +2,164,160 +76.1%
95 MOH 0.23% 925,672 $273M $295.02 -$15M +40,714 +4.6%
96 GILD 0.23% 2,470,838 $272M $110.17 $65M +606,168 +32.5%
97 CFG 0.23% 6,079,239 $272M $44.75 -$22M -1,287,515 -17.5%
98 MO 0.23% 4,643,814 $271M $58.45 -$57M -886,363 -16.0%
99 MMM 0.23% 1,781,080 $271M $152.18 -$78M -652,069 -26.8%
100 LLY 0.22% 346,975 $270M $777.14 -$187M -220,528 -38.9%

New Positions

SymbolValue% Port
RDDT $80M 0.07%
TEM $54M 0.04%
NKTR $11M 0.01%
AMTM $8M 0.01%
SGOL $7M 0.01%
RKLB $6M 0.01%
ACHC $4M —%
RAL $4M —%
BILL $3M —%
LITE $3M —%
ELF $3M —%
DEA $2M —%
THRM $2M —%
ONT $2M —%
FIVN $2M —%

Sold Out Positions

SymbolValue% Port
VLRS —%
EPC —%
DDD —%
DQ —%
AMRC —%
STEM —%
SKM —%
MLR —%
AOD —%
EMF —%
MBI —%
MGA —%
RLX —%
SKY —%
SMP —%
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