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Asset Manager ← All Institutions

JANE STREET GROUP, LLC

Q1 2026 · Filed 2026-05-12
Market Value
$91.0B
+10.3%
Holdings
6,829
+196
New Purchases
1,456
Added To
2,018
Closed
1,493
Reduced
1,840
Top 10 Concentration
25.0%
Turnover
43.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 14.51% 8.25% +6.26% $13.2B
SNDK 1.25% 0.24% +1.01% $1.1B
DELL 1.10% 0.12% +0.98% $1.0B
TMUS 1.03% 0.33% +0.70% $938M
SPDW 0.67% 0.01% +0.66% $609M
VT 0.55% 0.10% +0.44% $498M
FANG 0.41% 0.00% +0.40% $369M
JCI 0.55% 0.15% +0.40% $497M
SHOP 0.46% 0.06% +0.40% $415M
CLS 0.78% 0.39% +0.39% $713M
PLTR 1.47% 1.10% +0.37% $1.3B
PAAS 0.38% 0.01% +0.37% $348M
CRWD 0.40% 0.02% +0.37% $360M
NRG 0.45% 0.09% +0.36% $413M
C 0.49% 0.13% +0.36% $448M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 0.18% 1.99% -1.81% $161M
NVDA 0.23% 1.87% -1.63% $211M
AAPL 0.18% 1.61% -1.44% $162M
WMT 0.04% 1.46% -1.42% $37M
TSLA 0.24% 1.61% -1.37% $220M
TLT 0.16% 1.14% -0.98% $143M
IBIT 0.25% 1.22% -0.98% $226M
SLV 0.66% 1.62% -0.95% $602M
TSM 0.27% 1.18% -0.91% $245M
UNH 0.49% 1.39% -0.90% $446M
COHR 0.10% 0.80% -0.70% $92M
VRT 0.01% 0.68% -0.66% $13M
MSFT 0.05% 0.65% -0.60% $48M
AMD 0.08% 0.64% -0.56% $73M
TMO 0.01% 0.47% -0.46% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 83 $28.0B 30.8%
Large Cap 1,020 $43.7B 48.0%
Mid Cap 1,265 $12.2B 13.5%
Small Cap 1,970 $4.8B 5.3%
Micro Cap 2,491 $2.3B 2.5%

Portfolio Analytics

Avg Market Cap
$16.8B
Median Market Cap
$706M
Avg P/E
31.4
Median P/E
18.7
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
3,863
# ETFs / Funds
2,967

Top Holdings (6,829 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 14.51% 20,289,599 $13.2B $650.34 $6.4B +10,317,407 +103.5%
2 AVGO 1.59% 4,676,806 $1.4B $309.51 -$11M +462,415 +11.0%
3 PLTR 1.47% 9,155,135 $1.3B $146.28 $434M +4,060,680 +79.7%
4 SNDK 1.25% 1,787,655 $1.1B $635.34 $935M +941,492 +111.3%
5 QQQ 1.13% 1,778,846 $1.0B $577.18 $100M +269,607 +17.9%
6 DELL 1.10% 6,100,800 $1.0B $164.13 $900M +5,292,113 +654.4%
7 MRVL 1.08% 9,953,890 $986M $99.05 $320M +2,120,370 +27.1%
8 TMUS 1.03% 4,468,259 $938M $210.03 $667M +3,132,510 +234.5%
9 AMZN 1.00% 4,389,045 $914M $208.27 $6M +452,824 +11.5%
10 IWM 0.81% 2,984,479 $740M $248.00 $267M +1,063,224 +55.3%
11 CLS 0.78% 2,533,015 $713M $281.68 $390M +1,437,780 +131.3%
12 CRWV 0.75% 8,856,691 $686M $77.47 $244M +2,685,403 +43.5%
13 LITE 0.74% 956,353 $672M $702.76 $357M +101,511 +11.9%
14 BE 0.73% 4,922,291 $667M $135.49 $247M +94,061 +1.9%
15 SPDW 0.67% 13,344,665 $609M $45.65 $604M +13,236,509 +12238.4%
16 SLV 0.66% 8,836,881 $602M $68.14 -$730M -11,835,656 -57.2%
17 MU 0.66% 1,777,737 $601M $337.84 $108M +51,011 +3.0%
18 ORCL 0.63% 3,908,411 $575M $147.11 $55M +1,241,118 +46.5%
19 GOOGL 0.61% 1,930,216 $555M $287.56 -$318M -860,223 -30.8%
20 VT 0.55% 3,600,100 $498M $138.32 $413M +2,998,909 +498.8%
21 JCI 0.55% 3,794,961 $497M $130.95 $376M +2,782,545 +274.8%
22 VST 0.54% 3,253,009 $489M $150.33 $48M +517,869 +18.9%
23 IEMG 0.53% 6,972,866 $486M $69.75 $164M +2,178,350 +45.4%
24 NOW 0.51% 4,414,834 $462M $104.55 $91M +1,997,938 +82.7%
25 C 0.49% 3,952,458 $448M $113.41 $338M +3,007,174 +318.1%
26 UNH 0.49% 1,649,180 $446M $270.59 -$699M -1,819,157 -52.5%
27 SHOP 0.46% 3,497,721 $415M $118.62 $365M +3,187,389 +1027.1%
28 NRG 0.45% 2,828,934 $413M $146.14 $338M +2,358,227 +501.0%
29 AMAT 0.45% 1,192,278 $408M $341.79 $228M +495,637 +71.2%
30 GLW 0.44% 2,967,752 $404M $135.97 $258M +1,308,412 +78.8%
31 FANG 0.41% 1,863,702 $369M $197.79 $368M +1,857,268 +28866.5%
32 CRWD 0.40% 922,680 $360M $390.41 $340M +879,090 +2016.7%
33 KEYS 0.38% 1,237,217 $349M $282.37 $288M +936,079 +310.9%
34 PAAS 0.38% 6,373,847 $348M $54.63 $339M +6,196,213 +3488.2%
35 ASML 0.37% 254,217 $336M $1,320.83 $271M +193,667 +319.9%
36 GOOG 0.36% 1,151,832 $330M $286.86 -$320M -920,734 -44.4%
37 NET 0.36% 1,596,439 $329M $206.34 $228M +1,081,299 +209.9%
38 VZ 0.36% 6,542,550 $328M $50.20 $293M +5,676,589 +655.5%
39 NFLX 0.33% 3,126,855 $301M $96.15 -$328M -3,572,931 -53.3%
40 BKNG 0.33% 70,945 $299M $4,210.32 $101M +33,983 +91.9%
41 HWM 0.32% 1,252,841 $289M $230.46 $280M +1,210,742 +2875.9%
42 SOFI 0.31% 18,018,178 $286M $15.88 $34M +8,369,605 +86.7%
43 IEFA 0.31% 3,137,193 $284M $90.53 $283M +3,131,435 +54384.1%
44 SNOW 0.29% 1,748,908 $264M $150.82 $159M +1,271,975 +266.7%
45 WBD 0.29% 9,476,563 $260M $27.46 $197M +7,278,974 +331.2%
46 EQT 0.28% 4,069,954 $259M $63.64 $205M +3,053,908 +300.6%
47 BSX 0.28% 4,032,117 $253M $62.75 -$109M +238,881 +6.3%
48 GM 0.27% 3,318,494 $247M $74.50 $50M +896,055 +37.0%
49 EWY 0.27% 1,992,235 $245M $123.01 $245M +1,988,303 +50567.2%
50 TSM 0.27% 723,527 $245M $337.95 -$729M -2,479,083 -77.4%
51 CMI 0.27% 451,355 $243M $538.02 $138M +246,780 +120.6%
52 AGG 0.26% 2,411,981 $239M $99.27 +2,411,981 NEW
53 SOLS 0.25% 3,036,168 $231M $76.16 +3,036,168 NEW
54 CNC 0.25% 6,923,033 $227M $32.74 $60M +2,862,147 +70.5%
55 HD 0.25% 686,409 $226M $328.89 $21M +91,178 +15.3%
56 IBIT 0.25% 5,872,212 $226M $38.42 -$783M -14,443,568 -71.1%
57 TGT 0.25% 1,851,075 $224M $121.20 $99M +565,913 +44.0%
58 PCG 0.24% 12,636,037 $222M $17.57 $151M +8,203,547 +185.1%
59 IEX 0.24% 1,165,519 $221M $189.55 $220M +1,163,053 +47163.5%
60 TSLA 0.24% 590,904 $220M $371.75 -$1.1B -2,365,310 -80.0%
61 JPM 0.24% 740,094 $218M $294.16 -$191M -527,284 -41.6%
62 ATI 0.24% 1,491,263 $217M $145.46 $185M +1,214,065 +438.0%
63 NVDA 0.23% 1,209,716 $211M $174.40 -$1.3B -7,042,960 -85.3%
64 TSEM 0.23% 1,190,538 $209M $175.48 $106M +313,058 +35.7%
65 GLD 0.22% 473,243 $204M $430.29 -$328M -867,074 -64.7%
66 TTWO 0.22% 1,024,994 $202M $197.50 $199M +1,013,258 +8633.8%
67 ORLY 0.22% 2,180,376 $201M $92.31 $63M +665,415 +43.9%
68 CRCL 0.22% 2,107,683 $201M $95.41 $188M +1,940,722 +1162.4%
69 Q 0.22% 1,742,261 $201M $115.38 $181M +1,503,085 +628.4%
70 SOXX 0.21% 594,867 $196M $328.66 +594,867 NEW
71 LNG 0.21% 684,409 $194M $283.76 $41M -102,746 -13.1%
72 EQIX 0.21% 197,141 $193M $980.24 $152M +142,850 +263.1%
73 AAOI 0.21% 2,279,318 $193M $84.59 $134M +596,424 +35.4%
74 KWEB 0.21% 6,629,043 $188M $28.43 -$330M -8,603,205 -56.5%
75 B 0.20% 4,559,434 $186M $40.79 -$8M +103,630 +2.3%
76 CRM 0.20% 971,886 $181M $186.67 -$129M -201,786 -17.2%
77 ONON 0.20% 5,228,806 $178M $34.02 $140M +4,422,220 +548.3%
78 ETHA 0.19% 11,093,427 $176M $15.83 $42M +5,145,028 +86.5%
79 VYMI 0.19% 1,852,308 $175M $94.24 $76M +752,308 +68.4%
80 LSCC 0.19% 1,823,721 $169M $92.76 $97M +846,320 +86.6%
81 EBAY 0.19% 1,851,192 $168M $91.02 $134M +1,458,944 +371.9%
82 AIG 0.18% 2,219,533 $167M $75.25 $118M +1,643,934 +285.6%
83 BN 0.18% 4,121,668 $167M $40.47 $158M +3,938,350 +2148.4%
84 AZN 0.18% 844,701 $167M $197.22 +844,701 NEW
85 RKT 0.18% 11,687,028 $167M $14.25 $108M +8,646,367 +284.4%
86 AAPL 0.18% 638,692 $162M $253.79 -$1.2B -4,256,374 -87.0%
87 VALE 0.18% 10,156,515 $162M $15.91 $117M +6,744,203 +197.6%
88 META 0.18% 281,942 $161M $572.13 -$1.5B -2,199,892 -88.6%
89 CCEP 0.18% 1,761,028 $160M $90.67 $89M +984,973 +126.9%
90 SCHF 0.17% 6,402,151 $158M $24.75 +6,402,151 NEW
91 COIN 0.17% 888,096 $155M $174.61 -$21M +109,674 +14.1%
92 KKR 0.17% 1,671,086 $155M $92.50 $144M +1,586,430 +1874.0%
93 CMG 0.17% 4,737,289 $152M $32.01 $69M +2,493,683 +111.2%
94 USO 0.17% 1,186,457 $151M $127.25 $140M +1,028,748 +652.3%
95 YNDX 0.17% 1,451,981 $151M $103.76 $29M +1,111 +0.1%
96 BINC 0.17% 2,899,173 $151M $51.93 +2,899,173 NEW
97 PYPL 0.16% 3,308,843 $150M $45.23 $16M +1,017,549 +44.4%
98 LRCX 0.16% 699,544 $149M $213.66 $133M +605,305 +642.3%
99 LULU 0.16% 970,796 $149M $153.10 $31M +402,867 +70.9%
100 CIFR 0.16% 11,428,614 $147M $12.87 -$95M -4,992,701 -30.4%

Options Breakdown

3,046 Calls $313.0B Call Value 2,568 Puts $370.1B Put Value 1.18 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 66,341,600 $43.1B
TSLA 52,691,900 $19.6B
GLD 44,110,600 $19.0B
QQQ 30,467,000 $17.6B
NVDA 84,220,900 $14.7B
META 21,334,400 $12.2B
MSFT 23,528,100 $8.7B
AAPL 32,477,700 $8.2B
IWM 28,306,100 $7.0B
AMZN 33,449,900 $7.0B

Top Puts

SymbolSharesValueStatus
SPY 113,277,700 $73.7B
QQQ 40,716,100 $23.5B
IWM 76,223,700 $18.9B
NVDA 101,204,200 $17.7B
TSLA 43,025,100 $16.0B
GLD 31,016,200 $13.3B
MU 29,928,700 $10.1B
META 13,968,000 $8.0B
AMD 33,348,200 $6.8B
AVGO 20,149,000 $6.2B

New Positions

SymbolValue% Port
AGG $239M 0.26%
SOLS $231M 0.25%
SOXX $196M 0.21%
AZN $167M 0.18%
SCHF $158M 0.17%
BINC $151M 0.17%
NXUS $144M 0.16%
DFIC $97M 0.11%
DLR $96M 0.11%
RIO $94M 0.10%
PPH $84M 0.09%
PYLD $79M 0.09%
BKLN $76M 0.08%
IRM $72M 0.08%
IQLT $72M 0.08%

Sold Out Positions

SymbolValue% Port
BKKT —%
PAC —%
UAMY —%
HRB —%
MEC —%
APAM —%
AFB —%
BH-A —%
WDI —%
CSV —%
OC —%
EAF —%
VOYG —%
QUAD —%
AMN —%
View SEC EDGAR Filings for JANE STREET GROUP, LLC →

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