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Asset Manager ← All Institutions

AQR CAPITAL MANAGEMENT LLC

Q4 2025 · Filed 2026-02-17
Market Value
$189.0B
+21.8%
Holdings
3,540
+41
New Purchases
196
Added To
2,027
Closed
106
Reduced
1,125
Top 10 Concentration
11.6%
Turnover
8.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BMY 0.74% 0.27% +0.46% $1.4B
TEAM 0.66% 0.20% +0.46% $1.3B
CNC 0.69% 0.34% +0.36% $1.3B
LVS 0.31% 0.10% +0.22% $592M
EIX 0.58% 0.38% +0.20% $1.1B
CB 0.70% 0.51% +0.19% $1.3B
PCG 0.64% 0.45% +0.18% $1.2B
UPS 0.27% 0.10% +0.17% $516M
NEM 0.39% 0.22% +0.17% $739M
CLS 0.17% 0.00% +0.17% $315M
CMG 0.22% 0.07% +0.16% $421M
DB 0.16% 0.01% +0.16% $309M
COF 0.43% 0.28% +0.15% $816M
ABNB 0.49% 0.33% +0.15% $918M
GOOG 0.76% 0.61% +0.15% $1.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 1.60% 2.06% -0.46% $3.0B
RBLX 0.44% 0.84% -0.40% $833M
MOH 0.04% 0.36% -0.32% $71M
INTC 0.32% 0.54% -0.22% $601M
DASH 0.08% 0.29% -0.20% $152M
VEEV 0.27% 0.45% -0.19% $506M
ZS 0.19% 0.37% -0.18% $360M
AZO 0.10% 0.28% -0.18% $185M
PLTR 0.42% 0.58% -0.16% $787M
BAH 0.09% 0.24% -0.16% $163M
ADBE 0.43% 0.59% -0.16% $816M
GRMN 0.06% 0.21% -0.15% $113M
INTU 0.10% 0.25% -0.15% $184M
RE 0.30% 0.45% -0.15% $565M
CME 0.29% 0.42% -0.13% $548M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $41.7B 22.1%
Large Cap 1,011 $113.1B 59.9%
Mid Cap 1,108 $29.8B 15.8%
Small Cap 1,056 $4.1B 2.2%
Micro Cap 286 $186M 0.1%

Portfolio Analytics

Avg Market Cap
$31.7B
Median Market Cap
$3.7B
Avg P/E
32.6
Median P/E
20.0
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
2,969
# ETFs / Funds
571

Top Holdings (3,540 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.59% 26,239,002 $4.9B $186.50 $803M +3,952,384 +17.7%
2 AAPL 1.80% 12,501,523 $3.4B $271.86 $644M +1,681,401 +15.5%
3 MSFT 1.60% 6,265,601 $3.0B $483.62 -$168M +27,190 +0.4%
4 AMZN 1.09% 8,922,824 $2.1B $230.82 $530M +1,919,345 +27.4%
5 AVGO 0.82% 4,488,450 $1.6B $346.08 $152M +195,344 +4.5%
6 GOOG 0.76% 4,553,106 $1.4B $313.80 $484M +633,355 +16.2%
7 GOOGL 0.75% 4,504,443 $1.4B $313.00 $418M +383,716 +9.3%
8 BMY 0.74% 25,796,905 $1.4B $53.94 $965M +16,332,924 +172.6%
9 META 0.73% 2,090,071 $1.4B $660.09 $116M +357,309 +20.6%
10 WMT 0.73% 12,373,333 $1.4B $111.41 $179M +710,161 +6.1%
11 CB 0.70% 4,241,881 $1.3B $312.12 $539M +1,443,335 +51.6%
12 CNC 0.69% 31,798,738 $1.3B $41.15 $786M +17,143,904 +117.0%
13 TEAM 0.66% 7,749,694 $1.3B $162.14 $940M +5,769,788 +291.4%
14 PCG 0.64% 74,844,566 $1.2B $16.07 $500M +28,254,553 +60.6%
15 MRK 0.63% 11,249,363 $1.2B $105.26 $333M +591,264 +5.5%
16 EIX 0.58% 18,285,152 $1.1B $60.02 $502M +7,521,168 +69.9%
17 ZM 0.56% 12,195,243 $1.1B $86.29 $353M +3,718,186 +43.9%
18 MU 0.53% 3,534,140 $1.0B $285.41 $402M -92,882 -2.6%
19 VRSN 0.52% 4,020,169 $977M $242.95 -$8M +496,674 +14.1%
20 ANET 0.51% 7,346,710 $963M $131.03 $59M +1,085,647 +17.3%
21 TSLA 0.51% 2,127,714 $957M $449.72 $107M +189,251 +9.8%
22 EXPE 0.51% 3,369,266 $955M $283.31 $175M -276,466 -7.6%
23 BKNG 0.50% 177,978 $953M $5,355.34 $173M +33,450 +23.1%
24 FIX 0.50% 1,019,922 $952M $933.29 $273M +184,362 +22.1%
25 PEP 0.50% 6,585,282 $945M $143.52 $114M +668,865 +11.3%
26 GE 0.49% 3,007,830 $927M $308.03 $52M +46,746 +1.6%
27 ABNB 0.49% 6,762,784 $918M $135.72 $399M +2,492,847 +58.4%
28 GM 0.47% 10,883,789 $885M $81.32 $16M -3,368,900 -23.6%
29 PNC 0.46% 4,128,991 $862M $208.73 -$27M -296,914 -6.7%
30 FDX 0.45% 2,923,679 $845M $288.86 $206M +189,774 +6.9%
31 BRK-B 0.45% 1,674,728 $842M $502.65 $105M +208,864 +14.2%
32 RBLX 0.44% 10,312,837 $833M $80.77 -$478M +615,299 +6.3%
33 COF 0.43% 3,366,692 $816M $242.36 $382M +1,324,845 +64.9%
34 ADBE 0.43% 2,330,096 $816M $349.99 -$97M -257,303 -9.9%
35 JNJ 0.42% 3,876,221 $802M $206.95 $9M -450,231 -10.4%
36 PLTR 0.42% 4,424,981 $787M $177.75 -$108M -477,625 -9.7%
37 REGN 0.41% 995,710 $769M $771.83 $363M +274,356 +38.0%
38 MEDP 0.40% 1,349,703 $758M $561.65 $240M +324,293 +31.6%
39 MCK 0.40% 918,785 $754M $820.29 $123M +89,747 +10.8%
40 FTI 0.40% 16,866,408 $752M $44.56 $226M +3,549,839 +26.7%
41 TJX 0.39% 4,814,467 $740M $153.61 $298M +1,753,155 +57.3%
42 NEM 0.39% 7,402,278 $739M $99.85 $397M +3,345,543 +82.5%
43 JBHT 0.39% 3,755,171 $730M $194.34 $304M +565,605 +17.7%
44 GEV 0.38% 1,104,393 $722M $653.57 $21M -53,969 -4.7%
45 SNOW 0.38% 3,276,719 $719M $219.36 -$61M -183,053 -5.3%
46 C 0.37% 6,059,694 $707M $116.69 $172M +787,451 +14.9%
47 GD 0.37% 2,062,944 $695M $336.66 $127M +399,097 +24.0%
48 INCY 0.35% 6,720,024 $664M $98.77 -$4M -1,203,487 -15.2%
49 LRCX 0.34% 3,709,684 $635M $171.18 $163M +168,454 +4.8%
50 LMT 0.33% 1,293,823 $626M $483.67 $314M +669,604 +107.3%
51 UTHR 0.33% 1,281,699 $625M $487.25 $211M +295,221 +29.9%
52 BBY 0.32% 9,158,839 $613M $66.93 $88M +2,160,968 +30.9%
53 NOW 0.32% 3,926,618 $602M $153.19 $258M +3,553,829 +953.3%
54 INTC 0.32% 16,285,185 $601M $36.90 -$238M -8,716,436 -34.9%
55 EXEL 0.32% 13,658,388 $599M $43.83 $219M +4,477,029 +48.8%
56 NTRA 0.32% 2,599,299 $595M $229.09 $209M +199,234 +8.3%
57 LVS 0.31% 9,098,518 $592M $65.09 $441M +6,279,390 +222.7%
58 NTNX 0.31% 11,452,714 $592M $51.69 $99M +4,826,443 +72.8%
59 ILMN 0.31% 4,426,126 $581M $131.16 $265M +1,028,099 +30.3%
60 ESTC 0.30% 7,545,081 $569M $75.44 $318M +4,567,720 +153.4%
61 DKNG 0.30% 16,474,009 $568M $34.46 $131M +4,788,337 +41.0%
62 PM 0.30% 3,534,785 $567M $160.40 $41M +289,039 +8.9%
63 RE 0.30% 1,666,087 $565M $339.35 -$130M -344,946 -17.1%
64 CME 0.29% 2,007,043 $548M $273.08 -$109M -424,744 -17.5%
65 LLY 0.29% 506,839 $545M $1,074.68 $214M +55,657 +12.3%
66 AMP 0.28% 1,085,889 $532M $490.34 $243M +496,319 +84.2%
67 UPS 0.27% 5,200,135 $516M $99.19 $358M +3,314,166 +175.7%
68 WDC 0.27% 2,972,703 $512M $172.27 $303M +1,228,661 +70.5%
69 PNFP 0.27% 5,330,170 $509M $95.41 $202M +2,062,504 +63.1%
70 VEEV 0.27% 2,265,875 $506M $223.23 -$200M -146,335 -6.1%
71 BK 0.26% 4,280,883 $497M $116.09 $59M +257,220 +6.4%
72 LYFT 0.26% 25,768,869 $497M $19.27 -$71M -14,494 -0.1%
73 TRV 0.26% 1,710,426 $496M $290.06 -$746K -74,862 -4.2%
74 DG 0.26% 3,734,500 $496M $132.77 $236M +1,208,892 +47.9%
75 AXS 0.26% 4,592,270 $492M $107.09 $156M +1,083,579 +30.9%
76 ACN 0.26% 1,823,851 $489M $268.30 $181M +571,517 +45.6%
77 MA 0.26% 849,404 $485M $570.88 -$5M -11,889 -1.4%
78 APH 0.26% 3,587,990 $485M $135.14 $16M -222,851 -5.8%
79 IQV 0.26% 2,139,228 $482M $225.41 $161M +361,528 +20.3%
80 XOM 0.25% 3,984,577 $480M $120.34 $150M +1,059,551 +36.2%
81 SPY 0.25% 702,909 $479M $681.92 $97M +128,776 +22.4%
82 IT 0.25% 1,892,004 $477M $252.28 $151M +646,052 +51.9%
83 HUBS 0.25% 1,188,981 $477M $401.30 $222M +642,545 +117.6%
84 TSN 0.25% 8,114,441 $476M $58.62 $112M +1,387,645 +20.6%
85 PANW 0.25% 2,574,751 $474M $184.20 $47M +478,209 +22.8%
86 TPR 0.25% 3,666,736 $468M $127.77 -$19M -640,879 -14.9%
87 TXT 0.25% 5,357,182 $467M $87.17 $169M +1,811,787 +51.1%
88 MLI 0.25% 4,054,565 $465M $114.80 $204M +1,468,872 +56.8%
89 MKTX 0.25% 2,558,097 $464M $181.25 $298M +1,607,009 +169.0%
90 NBIX 0.24% 3,271,706 $463M $141.41 $74M +498,058 +18.0%
91 T 0.24% 18,578,846 $461M $24.84 $6M +2,445,270 +15.2%
92 JPM 0.24% 1,410,392 $454M $322.22 -$89M -313,206 -18.2%
93 CFG 0.24% 7,722,559 $451M $58.41 $189M +2,799,050 +56.9%
94 THC 0.24% 2,256,539 $448M $198.72 $67M +380,116 +20.3%
95 TXRH 0.23% 2,674,102 $444M $166.00 $95M +575,685 +27.4%
96 FCX 0.23% 8,679,316 $441M $50.79 $230M +3,063,673 +54.6%
97 CI 0.23% 1,598,091 $440M $275.23 $204M +781,349 +95.7%
98 PGR 0.23% 1,909,426 $435M $227.72 $133M +683,160 +55.7%
99 NYT 0.23% 6,241,489 $433M $69.42 $168M +1,628,200 +35.3%
100 DAL 0.23% 6,155,776 $426M $69.27 $184M +1,890,521 +44.3%

New Positions

SymbolValue% Port
CLS $315M 0.17%
TOTB.DE $219M 0.12%
TFII $70M 0.04%
Q $22M 0.01%
SOLS $9M —%
EMRAF $7M —%
OS $5M —%
WFG $5M —%
GBIL $4M —%
TSEM $3M —%
CGAU $3M —%
CWI $3M —%
GPZ $3M —%
MH $3M —%
NCNO $2M —%

Sold Out Positions

SymbolValue% Port
EAF —%
NRGV —%
AESI —%
LXP —%
HPP —%
IHG —%
UL —%
IBTA —%
CHGG —%
SMP —%
ANRO —%
SPCE —%
FND —%
SILA —%
TTE —%
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