— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

AQR CAPITAL MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$155.2B
+29.1%
Holdings
3,499
+191
New Purchases
321
Added To
2,026
Closed
155
Reduced
935
Top 10 Concentration
12.1%
Turnover
13.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WMT 0.77% 0.33% +0.45% $1.2B
MU 0.39% 0.07% +0.32% $607M
PLTR 0.58% 0.30% +0.27% $894M
INTC 0.54% 0.29% +0.25% $839M
PEP 0.54% 0.29% +0.24% $831M
FDX 0.41% 0.19% +0.22% $638M
REGN 0.26% 0.05% +0.21% $406M
GOOGL 0.64% 0.45% +0.19% $992M
LRCX 0.30% 0.12% +0.18% $472M
PNFP 0.20% 0.02% +0.18% $306M
GD 0.37% 0.18% +0.18% $567M
CHTR 0.22% 0.05% +0.17% $342M
MSFT 2.06% 1.89% +0.17% $3.2B
MEDP 0.33% 0.16% +0.17% $518M
PCG 0.45% 0.29% +0.17% $703M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FTNT 0.13% 0.53% -0.40% $196M
COST 0.22% 0.50% -0.27% $346M
DASH 0.29% 0.53% -0.25% $443M
MNST 0.14% 0.35% -0.21% $215M
NOW 0.22% 0.42% -0.20% $343M
PM 0.34% 0.51% -0.17% $526M
SNOW 0.50% 0.67% -0.16% $780M
ANET 0.58% 0.74% -0.16% $904M
CI 0.15% 0.31% -0.16% $235M
KMX 0.09% 0.25% -0.16% $140M
BKNG 0.50% 0.65% -0.15% $780M
RGLD 0.12% 0.27% -0.14% $188M
TXRH 0.22% 0.37% -0.14% $349M
HLT 0.10% 0.24% -0.14% $154M
LMT 0.20% 0.33% -0.13% $312M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $36.6B 23.6%
Large Cap 1,001 $88.2B 56.9%
Mid Cap 1,066 $26.5B 17.1%
Small Cap 1,038 $3.6B 2.3%
Micro Cap 315 $198M 0.1%

Portfolio Analytics

Avg Market Cap
$31.9B
Median Market Cap
$3.6B
Avg P/E
32.4
Median P/E
20.0
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
3,003
# ETFs / Funds
496

Top Holdings (3,499 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.64% 22,286,618 $4.1B $183.55 $1.0B +2,661,861 +13.6%
2 MSFT 2.06% 6,238,411 $3.2B $512.68 $930M +1,674,568 +36.7%
3 AAPL 1.78% 10,820,122 $2.8B $254.63 $707M +620,245 +6.1%
4 AMZN 0.99% 7,003,479 $1.5B $218.44 $309M +1,436,823 +25.8%
5 AVGO 0.90% 4,293,106 $1.4B $326.50 $338M +415,397 +10.7%
6 RBLX 0.84% 9,697,538 $1.3B $135.16 $362M +665,127 +7.4%
7 META 0.81% 1,732,762 $1.3B $729.44 $225M +325,825 +23.2%
8 WMT 0.77% 11,663,172 $1.2B $102.88 $806M +7,614,172 +188.1%
9 GOOGL 0.64% 4,120,727 $992M $240.66 $450M +1,044,228 +33.9%
10 VRSN 0.63% 3,523,495 $985M $279.57 $91M +426,492 +13.8%
11 GOOG 0.61% 3,919,751 $945M $241.02 $393M +811,360 +26.1%
12 ADBE 0.59% 2,587,399 $913M $352.75 $268M +920,353 +55.2%
13 ANET 0.58% 6,261,063 $904M $144.40 $11M -2,481,049 -28.4%
14 PLTR 0.58% 4,902,606 $894M $182.42 $529M +2,224,328 +83.0%
15 PNC 0.57% 4,425,905 $889M $200.93 $267M +1,086,941 +32.5%
16 GE 0.56% 2,961,084 $874M $295.33 $83M -126,234 -4.1%
17 GM 0.56% 14,252,689 $869M $60.97 $204M +748,831 +5.5%
18 MRK 0.55% 10,658,099 $851M $79.88 $161M +1,870,827 +21.3%
19 TSLA 0.55% 1,938,463 $850M $438.31 $328M +295,378 +18.0%
20 INTC 0.54% 25,001,621 $839M $33.55 $493M +9,503,402 +61.3%
21 PEP 0.54% 5,916,417 $831M $140.44 $480M +3,235,726 +120.7%
22 JNJ 0.51% 4,326,452 $793M $183.30 $64M -469,037 -9.8%
23 CB 0.51% 2,798,546 $785M $280.67 $329M +1,199,963 +75.1%
24 BKNG 0.50% 144,528 $780M $5,399.28 $1M +8,110 +5.9%
25 SNOW 0.50% 3,459,772 $780M $225.39 -$22M -124,356 -3.5%
26 EXPE 0.50% 3,645,732 $779M $213.75 $287M +728,063 +24.9%
27 BRK-B 0.47% 1,465,864 $737M $502.74 $207M +374,455 +34.3%
28 VEEV 0.45% 2,412,210 $706M $292.71 $180M +574,164 +31.2%
29 PCG 0.45% 46,590,013 $703M $15.08 $359M +21,912,919 +88.8%
30 GEV 0.45% 1,158,362 $701M $604.79 $159M +129,848 +12.6%
31 ZM 0.45% 8,477,057 $699M $82.50 $164M +1,607,253 +23.4%
32 RE 0.45% 2,011,033 $695M $345.73 $296M +830,418 +70.3%
33 FIX 0.44% 835,560 $678M $812.00 $259M +53,125 +6.8%
34 INCY 0.43% 7,923,511 $668M $84.25 $109M -277,944 -3.4%
35 CME 0.42% 2,431,787 $657M $270.19 $2M +39,607 +1.7%
36 FDX 0.41% 2,733,905 $638M $233.44 $407M +1,718,278 +169.2%
37 MCK 0.41% 829,038 $631M $761.11 $10M -26,661 -3.1%
38 MU 0.39% 3,627,022 $607M $167.32 $520M +2,918,535 +411.9%
39 EIX 0.38% 10,763,984 $595M $55.28 $84M +801,082 +8.0%
40 ZS 0.37% 1,941,571 $576M $296.71 $204M +741,756 +61.8%
41 LYFT 0.37% 25,783,363 $567M $22.01 $189M +1,773,438 +7.4%
42 GD 0.37% 1,663,847 $567M $341.00 $345M +901,679 +118.3%
43 MOH 0.36% 2,934,130 $561M $191.36 $288M +2,008,458 +217.0%
44 JPM 0.35% 1,723,598 $544M $315.43 $158M +393,777 +29.6%
45 C 0.34% 5,272,243 $535M $101.50 $64M -262,011 -4.7%
46 PM 0.34% 3,245,746 $526M $162.14 -$86M -133,450 -4.0%
47 FTI 0.34% 13,316,569 $525M $39.45 $183M +3,378,159 +34.0%
48 BBY 0.34% 6,997,871 $525M $75.04 $290M +3,496,254 +99.8%
49 CNC 0.34% 14,654,834 $523M $35.68 $80M +6,356,152 +76.6%
50 ABNB 0.33% 4,269,937 $518M $121.42 $162M +1,577,338 +58.6%
51 MEDP 0.33% 1,025,410 $518M $505.33 $325M +404,226 +65.1%
52 TRV 0.32% 1,785,288 $497M $278.32 $112M +331,170 +22.8%
53 NTNX 0.32% 6,626,271 $493M $74.39 $133M +1,914,005 +40.6%
54 MA 0.32% 861,293 $490M $568.81 $127M +208,030 +31.8%
55 TPR 0.31% 4,307,615 $488M $113.22 $176M +760,646 +21.4%
56 LRCX 0.30% 3,541,230 $472M $133.37 $328M +2,056,749 +138.6%
57 APH 0.30% 3,810,841 $469M $122.95 $166M +716,889 +23.2%
58 T 0.29% 16,133,576 $456M $28.24 $17M +804,829 +5.2%
59 DASH 0.29% 1,630,347 $443M $271.48 -$200M -1,003,624 -38.1%
60 TJX 0.28% 3,061,312 $442M $144.23 $224M +1,298,804 +73.7%
61 BK 0.28% 4,023,663 $438M $108.96 $154M +906,218 +29.1%
62 DKNG 0.28% 11,685,672 $437M $37.40 $130M +4,538,007 +63.5%
63 COF 0.28% 2,041,847 $434M $212.58 $112M +529,033 +35.0%
64 AZO 0.28% 101,185 $432M $4,269.99 $230M +45,212 +80.8%
65 PANW 0.28% 2,096,542 $427M $203.62 $31M +143,893 +7.4%
66 BMY 0.27% 9,463,981 $426M $45.05 $146M +3,396,041 +56.0%
67 JBHT 0.27% 3,189,566 $426M $133.60 $168M +1,389,723 +77.2%
68 MANH 0.27% 2,077,132 $426M $204.98 $45M +149,079 +7.7%
69 UTHR 0.27% 986,478 $414M $419.21 $51M -286,683 -22.5%
70 BIL 0.27% 4,497,115 $413M $91.75 $210M +2,287,314 +103.5%
71 CHWY 0.26% 10,196,146 $408M $40.01 $212M +5,564,803 +120.2%
72 REGN 0.26% 721,354 $406M $562.27 $346M +606,612 +528.7%
73 EME 0.26% 627,507 $405M $645.88 $78M +5,488 +0.9%
74 NFLX 0.26% 335,011 $397M $1,185.53 $30M +59,699 +21.7%
75 UNH 0.25% 1,145,580 $396M $345.30 $83M +127,930 +12.6%
76 NBIX 0.25% 2,773,648 $388M $140.04 $199M +1,263,633 +83.7%
77 NTRA 0.25% 2,400,065 $386M $160.97 $95M +673,315 +39.0%
78 VZ 0.25% 8,848,766 $386M $43.62 $134M +2,965,033 +50.4%
79 CSCO 0.25% 5,637,731 $386M $68.39 $38M +627,263 +12.5%
80 ARW 0.25% 3,185,582 $385M $120.80 $90M +871,585 +37.7%
81 INTU 0.25% 561,583 $384M $682.91 $149M +263,198 +88.2%
82 SPY 0.25% 574,133 $382M $666.18 $136M +175,133 +43.9%
83 THC 0.25% 1,876,423 $381M $203.04 $181M +720,160 +62.3%
84 PG 0.25% 2,483,354 $380M $153.21 $206M +1,385,607 +126.2%
85 EXEL 0.24% 9,181,359 $379M $41.30 $44M +1,575,280 +20.7%
86 BAH 0.24% 3,812,243 $377M $99.02 $113M +1,246,451 +48.6%
87 ORCL 0.24% 1,353,408 $377M $278.51 $263M +834,173 +160.7%
88 BPOP 0.24% 2,962,871 $376M $127.01 $167M +1,065,452 +56.1%
89 TSN 0.23% 6,726,796 $364M $54.09 $87M +1,720,009 +34.4%
90 V 0.23% 1,058,721 $361M $341.38 -$77M -182,627 -14.7%
91 TXRH 0.22% 2,098,417 $349M $166.09 -$91M -244,583 -10.4%
92 MO 0.22% 5,272,845 $346M $65.69 $75M +629,031 +13.6%
93 COST 0.22% 377,416 $346M $915.64 -$251M -225,532 -37.4%
94 NOW 0.22% 372,789 $343M $920.28 -$159M -116,556 -23.8%
95 TOL 0.22% 2,483,339 $343M $138.14 $45M -124,654 -4.8%
96 CHTR 0.22% 1,244,034 $342M $275.10 $287M +1,109,703 +826.1%
97 NEM 0.22% 4,056,735 $342M $84.31 $199M +1,552,482 +62.0%
98 ALNY 0.22% 744,008 $336M $451.62 $275M +555,759 +295.2%
99 AXS 0.22% 3,508,691 $335M $95.56 -$48M -207,510 -5.6%
100 CCK 0.21% 3,467,550 $333M $96.09 $72M +933,938 +36.9%

New Positions

SymbolValue% Port
RBRK $98M 0.06%
VBIL $14M 0.01%
YNDX $11M 0.01%
PSKY $8M 0.01%
NESR $7M —%
FSUN $6M —%
PENG $6M —%
QS $5M —%
EBS $5M —%
SHUS $5M —%
FRHC $5M —%
LB $4M —%
MPAA $3M —%
TBIL $3M —%
GLOB $3M —%

Sold Out Positions

SymbolValue% Port
ASX —%
ADX —%
FOUR —%
KLC —%
TSQ —%
TME —%
AMPY —%
KT —%
SQM —%
VIPS —%
SSL —%
LOAR —%
GCTS —%
CDRE —%
BEKE —%
View SEC EDGAR Filings for AQR CAPITAL MANAGEMENT LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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