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Asset Manager ← All Institutions

JANE STREET GROUP, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$60.1B
+9.8%
Holdings
6,214
-69
New Purchases
1,108
Added To
1,805
Closed
1,422
Reduced
1,851
Top 10 Concentration
16.7%
Turnover
40.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBIT 2.44% 0.56% +1.88% $1.5B
TMUS 1.80% 0.15% +1.65% $1.1B
NDAQ 1.07% 0.00% +1.07% $644M
RECS 1.02% 0.00% +1.02% $613M
DELL 1.52% 0.52% +1.00% $914M
UNH 0.89% 0.05% +0.84% $534M
SOXL 0.80% 0.00% +0.80% $483M
TSLA 2.35% 1.59% +0.77% $1.4B
CRWV 1.37% 0.64% +0.73% $822M
META 0.83% 0.14% +0.69% $498M
AMZN 0.65% 0.01% +0.64% $392M
GOOG 1.00% 0.38% +0.62% $600M
NRG 0.63% 0.10% +0.53% $377M
IEMG 0.52% 0.00% +0.52% $310M
WMT 0.63% 0.12% +0.50% $377M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 0.07% 2.26% -2.18% $45M
SLV 0.12% 1.52% -1.40% $72M
IXUS 0.00% 1.21% -1.21% $0
NVDA 1.87% 2.98% -1.12% $1.1B
QQQ 0.47% 1.51% -1.04% $285M
MSFT 0.00% 1.00% -1.00% $3M
BKNG 0.14% 0.99% -0.84% $87M
SPY 0.99% 1.79% -0.80% $595M
LVS 0.03% 0.69% -0.66% $15M
IEFA 0.00% 0.64% -0.64% $0
HYG 0.31% 0.92% -0.62% $184M
AAPL 0.09% 0.65% -0.56% $56M
EMB 0.08% 0.60% -0.52% $49M
SCHO 0.01% 0.53% -0.52% $7M
XLK 0.04% 0.50% -0.46% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $14.1B 23.5%
Large Cap 1,021 $29.2B 48.6%
Mid Cap 1,349 $11.4B 19.0%
Small Cap 1,884 $4.1B 6.7%
Micro Cap 1,881 $1.3B 2.2%

Portfolio Analytics

Avg Market Cap
$18.2B
Median Market Cap
$1.0B
Avg P/E
31.7
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
3,635
# ETFs / Funds
2,579

Top Holdings (6,214 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IBIT 2.44% 23,967,599 $1.5B $61.21 $1.2B +17,449,165 +267.7%
2 TSLA 2.35% 4,453,775 $1.4B $317.66 $545M +1,097,932 +32.7%
3 TSM 1.92% 5,090,471 $1.2B $226.49 $346M +227,950 +4.7%
4 NVDA 1.87% 7,104,604 $1.1B $157.99 -$511M -7,964,977 -52.9%
5 TMUS 1.80% 4,540,009 $1.1B $238.26 $999M +4,229,150 +1360.5%
6 DELL 1.52% 7,452,233 $914M $122.60 $626M +4,300,916 +136.5%
7 CRWV 1.37% 5,043,797 $822M $163.06 $474M -4,358,146 -46.4%
8 AMD 1.17% 4,974,886 $706M $141.90 -$87M -2,745,679 -35.6%
9 TLT 1.14% 7,765,673 $685M $88.25 $215M +2,602,136 +50.4%
10 NDAQ 1.07% 7,205,132 $644M $89.42 $643M +7,187,313 +40335.1%
11 RECS 1.02% 16,658,312 $613M $36.79 $612M +16,624,593 +49303.3%
12 GOOG 1.00% 3,380,414 $600M $177.39 $394M +2,064,310 +156.8%
13 SPY 0.99% 962,990 $595M $617.85 -$384M -786,877 -45.0%
14 INTC 0.96% 25,699,058 $576M $22.40 -$178M -7,466,271 -22.5%
15 EEM 0.90% 11,168,241 $539M $48.24 $239M +4,304,282 +62.7%
16 UNH 0.89% 1,712,316 $534M $311.97 $509M +1,663,388 +3399.7%
17 META 0.83% 674,381 $498M $738.09 $421M +541,278 +406.7%
18 MU 0.81% 3,937,134 $485M $123.25 $217M +848,411 +27.5%
19 SOXL 0.80% 19,254,061 $483M $25.11 $482M +19,132,611 +15753.5%
20 WFC 0.74% 5,566,143 $446M $80.12 -$8M -762,572 -12.1%
21 GEV 0.74% 837,268 $443M $529.15 $273M +279,640 +50.1%
22 AGG 0.73% 4,445,428 $441M $99.20 $260M +2,613,588 +142.7%
23 GLD 0.73% 1,438,999 $439M $304.83 $32M +26,396 +1.9%
24 EFA 0.68% 4,600,692 $411M $89.39 $299M +3,226,064 +234.7%
25 ARKB 0.68% 11,436,418 $409M $35.79 -$2M +6,428,409 +128.4%
26 FBTC 0.67% 4,301,855 $404M $93.99 -$82M -2,459,608 -36.4%
27 AMZN 0.65% 1,786,573 $392M $219.39 $387M +1,759,940 +6608.1%
28 SMH 0.64% 1,373,335 $383M $278.88 $140M +225,518 +19.6%
29 NRG 0.63% 2,349,489 $377M $160.58 $322M +1,766,387 +302.9%
30 WMT 0.63% 3,857,959 $377M $97.78 $309M +3,085,872 +399.7%
31 EWG 0.55% 7,763,193 $328M $42.31 $201M +4,334,864 +126.4%
32 COIN 0.52% 888,453 $311M $350.49 $49M -637,250 -41.8%
33 IEMG 0.52% 5,157,810 $310M $60.03 +5,157,810 NEW
34 CRH.L 0.51% 3,313,417 $304M $91.80 $61M +544,779 +19.7%
35 VST 0.48% 1,491,033 $289M $193.81 $85M -242,530 -14.0%
36 QQQ 0.47% 517,329 $285M $551.64 -$542M -1,247,352 -70.7%
37 ORCL 0.47% 1,285,496 $281M $218.63 $147M +329,783 +34.5%
38 MELI 0.47% 106,929 $279M $2,613.63 $223M +78,221 +272.5%
39 ADBE 0.44% 685,325 $265M $386.88 $34M +83,838 +13.9%
40 GEHC 0.42% 3,379,116 $250M $74.07 $234M +3,178,470 +1584.1%
41 DJT 0.42% 13,822,035 $249M $18.04 +13,822,035 NEW
42 FI 0.41% 1,422,119 $245M $172.41 $244M +1,414,782 +19282.8%
43 MRVL 0.38% 2,986,919 $231M $77.40 -$201M -4,038,079 -57.5%
44 PLTR 0.38% 1,678,478 $229M $136.32 $217M +1,536,894 +1085.5%
45 XLE 0.36% 2,575,056 $218M $84.81 $179M +2,154,822 +512.8%
46 PGR 0.34% 775,398 $207M $266.86 $205M +767,520 +9742.6%
47 SOFI 0.34% 11,351,683 $207M $18.21 $150M +6,491,776 +133.6%
48 VRT 0.34% 1,583,334 $203M $128.41 $146M +787,661 +99.0%
49 MA 0.33% 347,711 $195M $561.94 $161M +284,305 +448.4%
50 KRE 0.32% 3,267,193 $194M $59.39 $124M +2,039,840 +166.2%
51 CI 0.32% 586,449 $194M $330.58 $146M +439,883 +300.1%
52 VT 0.32% 1,504,752 $193M $128.52 -$68M -749,936 -33.3%
53 VEA 0.32% 3,384,016 $193M $57.01 -$146M -3,289,757 -49.3%
54 NU 0.31% 13,685,836 $188M $13.72 $182M +13,112,303 +2286.2%
55 CARR 0.31% 2,522,804 $185M $73.19 $181M +2,466,560 +4385.5%
56 HYG 0.31% 2,279,435 $184M $80.65 -$322M -4,134,774 -64.5%
57 PDD 0.30% 1,740,806 $182M $104.66 $138M +1,367,065 +365.8%
58 MCD 0.30% 608,985 $178M $292.17 $110M +391,187 +179.6%
59 APH 0.30% 1,796,259 $177M $98.75 $152M +1,408,928 +363.8%
60 IWM 0.29% 801,695 $173M $215.79 $13M -1,831 -0.2%
61 CEG 0.29% 535,968 $173M $322.76 $16M -243,269 -31.2%
62 TTD 0.28% 2,325,570 $167M $71.99 $52M +210,980 +10.0%
63 CAT 0.27% 422,948 $164M $388.21 $7M -53,118 -11.2%
64 SMCI 0.27% 3,253,870 $159M $49.01 $147M +2,898,971 +816.8%
65 JCI 0.27% 1,508,488 $159M $105.62 $142M +1,293,875 +602.9%
66 COST 0.26% 159,606 $158M $989.94 -$17M -25,608 -13.8%
67 IDEV 0.25% 1,948,751 $148M $76.04 $103M +1,299,197 +200.0%
68 FSLR 0.24% 884,802 $146M $165.54 $100M +519,486 +142.2%
69 JPM 0.24% 490,538 $142M $289.91 $3M -78,757 -13.8%
70 TMO 0.23% 342,475 $139M $405.46 $108M +281,390 +460.6%
71 PFE 0.23% 5,723,319 $139M $24.24 $56M +2,444,498 +74.5%
72 INSM 0.23% 1,352,922 $136M $100.64 $127M +1,228,335 +985.9%
73 GOOGL 0.22% 748,871 $132M $176.23 -$66M -532,404 -41.5%
74 ETHA 0.22% 6,837,299 $130M $19.07 $88M +3,785,218 +124.0%
75 ABNB 0.22% 977,432 $129M $132.34 $71M +486,123 +98.9%
76 BAC 0.22% 2,731,932 $129M $47.32 $127M +2,679,167 +5077.6%
77 FCX 0.21% 2,959,401 $128M $43.35 -$19M -927,167 -23.9%
78 APP 0.21% 352,647 $123M $350.08 $58M +106,577 +43.3%
79 KWEB 0.20% 3,571,846 $123M $34.33 -$39M -1,046,149 -22.6%
80 IREN 0.20% 8,351,323 $122M $14.57 $102M +5,041,519 +152.3%
81 CRM 0.20% 443,937 $121M $272.69 -$20M -83,384 -15.8%
82 AIG 0.20% 1,406,258 $120M $85.59 $29M +356,420 +34.0%
83 MLI 0.20% 1,507,893 $120M $79.47 $94M +1,162,080 +336.0%
84 AMAT 0.20% 653,681 $120M $183.07 -$43M -464,988 -41.6%
85 ANET 0.20% 1,158,633 $119M $102.31 $29M -2,660 -0.2%
86 NOW 0.19% 112,675 $116M $1,028.08 $94M +85,670 +317.2%
87 CRS 0.19% 413,840 $114M $276.38 $95M +304,766 +279.4%
88 LNG 0.19% 469,564 $114M $243.52 -$92M -420,826 -47.3%
89 EXE 0.19% 960,270 $112M $116.94 $100M +851,494 +782.8%
90 TT 0.18% 253,080 $111M $437.41 $56M +91,784 +56.9%
91 T 0.18% 3,765,624 $109M $28.94 $3M +17,422 +0.5%
92 ABBV 0.18% 576,204 $107M $185.62 $104M +562,642 +4148.7%
93 XBI 0.18% 1,276,089 $106M $82.93 -$13M -193,580 -13.2%
94 YINN 0.18% 2,576,601 $106M $40.98 $8M +235,137 +10.0%
95 MRNA 0.17% 3,781,759 $104M $27.59 $3M +193,722 +5.4%
96 KDP 0.17% 3,146,172 $104M $33.06 $54M +1,673,361 +113.6%
97 SFM 0.17% 624,606 $103M $164.64 $76M +445,714 +249.2%
98 B 0.17% 4,839,557 $101M $20.82 +4,839,557 NEW
99 QCOM 0.17% 630,384 $100M $159.26 -$129M -865,644 -57.9%
100 CMF 0.17% 1,792,639 $100M $55.74 $42M +760,870 +73.7%

Options Breakdown

2,371 Calls $218.8B Call Value 1,965 Puts $224.1B Put Value 1.02 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 62,762,400 $38.8B
QQQ 27,309,100 $15.1B
NVDA 83,515,400 $13.2B
META 14,167,400 $10.5B
TSLA 32,314,400 $10.3B
IWM 35,276,800 $7.6B
GLD 17,630,900 $5.4B
MSFT 10,515,200 $5.2B
AAPL 23,019,000 $4.7B
MSTR 11,408,400 $4.6B

Top Puts

SymbolSharesValueStatus
SPY 70,646,700 $43.6B
NVDA 136,928,600 $21.6B
TSLA 50,902,000 $16.2B
QQQ 27,974,800 $15.4B
IWM 47,536,200 $10.3B
META 8,153,900 $6.0B
AMZN 22,923,600 $5.0B
MSTR 10,325,100 $4.2B
AAPL 18,441,300 $3.8B
TSM 15,802,100 $3.6B

New Positions

SymbolValue% Port
IEMG $310M 0.52%
DJT $249M 0.42%
B $101M 0.17%
HDB $73M 0.12%
KR $72M 0.12%
ACHR $65M 0.11%
RKLB $55M 0.09%
DUOL $53M 0.09%
ALLY $48M 0.08%
GDDY $45M 0.07%
OHI $42M 0.07%
VCSH $41M 0.07%
KSA $40M 0.07%
EWC $40M 0.07%
MKL $39M 0.06%

Sold Out Positions

SymbolValue% Port
BDX —%
CPA —%
UAMY —%
EXPD —%
MEC —%
IBP —%
ATEN —%
BSM —%
ED —%
ARES —%
FLR —%
MC —%
FINV —%
QUAD —%
HR —%
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