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Asset Manager ← All Institutions

JANE STREET GROUP, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$83.4B
+38.8%
Holdings
6,339
+125
New Purchases
1,547
Added To
2,054
Closed
1,009
Reduced
1,706
Top 10 Concentration
18.1%
Turnover
40.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.24% 1.87% +2.37% $3.5B
GOOGL 1.60% 0.22% +1.38% $1.3B
AAPL 1.43% 0.09% +1.34% $1.2B
AVGO 0.92% 0.07% +0.85% $769M
BABA 0.65% 0.00% +0.65% $543M
CRWV 2.02% 1.37% +0.65% $1.7B
PANW 0.64% 0.00% +0.64% $531M
ETHA 0.82% 0.22% +0.61% $686M
MSFT 0.54% 0.00% +0.54% $450M
NFLX 0.63% 0.12% +0.52% $528M
ALNY 0.52% 0.01% +0.51% $437M
MU 1.30% 0.81% +0.49% $1.1B
PLTR 0.85% 0.38% +0.47% $711M
VXUS 0.49% 0.04% +0.46% $413M
IREN 0.66% 0.20% +0.46% $550M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBIT 1.03% 2.44% -1.41% $859M
DELL 0.15% 1.52% -1.37% $127M
TMUS 0.66% 1.80% -1.14% $551M
RECS 0.00% 1.02% -1.02% $2M
NDAQ 0.12% 1.07% -0.95% $102M
EEM 0.10% 0.90% -0.80% $85M
AGG 0.00% 0.73% -0.73% $0
WFC 0.02% 0.74% -0.72% $16M
SMH 0.03% 0.64% -0.60% $29M
EWG 0.00% 0.55% -0.55% $0
IEMG 0.00% 0.52% -0.52% $261K
COIN 0.01% 0.52% -0.51% $5M
EFA 0.18% 0.68% -0.51% $147M
NRG 0.15% 0.63% -0.48% $126M
TSM 1.45% 1.92% -0.47% $1.2B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $25.3B 30.4%
Large Cap 1,006 $38.7B 46.4%
Mid Cap 1,347 $13.4B 16.0%
Small Cap 1,920 $4.4B 5.3%
Micro Cap 1,986 $1.6B 1.9%

Portfolio Analytics

Avg Market Cap
$17.9B
Median Market Cap
$958M
Avg P/E
31.8
Median P/E
19.1
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
3,783
# ETFs / Funds
2,556

Top Holdings (6,339 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.24% 18,964,000 $3.5B $186.58 $2.4B +11,859,396 +166.9%
2 TSLA 2.42% 4,534,205 $2.0B $444.72 $602M +80,430 +1.8%
3 CRWV 2.02% 12,297,105 $1.7B $136.85 $860M +7,253,308 +143.8%
4 GOOGL 1.60% 5,492,184 $1.3B $243.10 $1.2B +4,743,313 +633.4%
5 TSM 1.45% 4,325,823 $1.2B $279.29 $55M -764,648 -15.0%
6 AAPL 1.43% 4,699,091 $1.2B $254.63 $1.1B +4,427,440 +1629.8%
7 SPY 1.40% 1,756,728 $1.2B $666.18 $575M +793,738 +82.4%
8 MU 1.30% 6,466,748 $1.1B $167.32 $597M +2,529,614 +64.2%
9 TLT 1.25% 11,654,444 $1.0B $89.37 $356M +3,888,771 +50.1%
10 IBIT 1.03% 13,210,574 $859M $65.00 -$608M -10,757,025 -44.9%
11 UNH 1.00% 2,426,782 $838M $345.30 $304M +714,466 +41.7%
12 AVGO 0.92% 2,330,953 $769M $329.91 $724M +2,167,978 +1330.2%
13 AMD 0.90% 4,633,884 $750M $161.79 $44M -341,002 -6.8%
14 GOOG 0.89% 3,049,961 $743M $243.55 $143M -330,453 -9.8%
15 PLTR 0.85% 3,898,506 $711M $182.42 $482M +2,220,028 +132.3%
16 ETHA 0.82% 21,759,216 $686M $31.51 $555M +14,921,917 +218.2%
17 PDD 0.74% 4,675,629 $618M $132.17 $436M +2,934,823 +168.6%
18 AMZN 0.71% 2,693,541 $591M $219.57 $199M +906,968 +50.8%
19 TMUS 0.66% 2,300,956 $551M $239.38 -$531M -2,239,053 -49.3%
20 IREN 0.66% 11,710,138 $550M $46.93 $428M +3,358,815 +40.2%
21 BABA 0.65% 3,036,847 $543M $178.73 $543M +3,034,418 +124924.6%
22 SOXL 0.64% 15,326,850 $534M $34.84 $51M -3,927,211 -20.4%
23 PANW 0.64% 2,610,066 $531M $203.62 $531M +2,608,526 +169384.8%
24 NFLX 0.63% 440,120 $528M $1,198.92 $458M +388,386 +750.7%
25 META 0.62% 704,729 $518M $734.38 $20M +30,348 +4.5%
26 SOFI 0.58% 18,277,497 $483M $26.42 $276M +6,925,814 +61.0%
27 INTC 0.56% 14,020,599 $470M $33.55 -$105M -11,678,459 -45.4%
28 MSFT 0.54% 869,635 $450M $517.95 $448M +863,854 +14943.0%
29 ORCL 0.53% 1,565,757 $440M $281.24 $159M +280,261 +21.8%
30 ALNY 0.52% 958,750 $437M $456.00 $430M +935,894 +4094.7%
31 VXUS 0.49% 5,618,953 $413M $73.46 $390M +5,286,387 +1589.6%
32 CRM 0.48% 1,694,734 $402M $237.00 $281M +1,250,797 +281.8%
33 MRVL 0.48% 4,732,521 $398M $84.07 $167M +1,745,602 +58.4%
34 COST 0.47% 420,640 $389M $925.63 $231M +261,034 +163.6%
35 GEV 0.47% 632,227 $389M $614.90 -$54M -205,041 -24.5%
36 CRH.L 0.46% 3,229,393 $387M $119.90 $83M -84,024 -2.5%
37 HON 0.44% 1,741,498 $367M $210.50 $321M +1,545,841 +790.1%
38 GLD 0.44% 1,024,403 $364M $355.47 -$75M -414,596 -28.8%
39 TSLL 0.42% 16,662,858 $352M $21.11 $317M +13,716,970 +465.6%
40 NEM 0.42% 4,146,941 $350M $84.31 $254M +2,506,690 +152.8%
41 FXI 0.41% 8,330,241 $343M $41.14 $342M +8,322,966 +114405.0%
42 BRK-B 0.41% 675,816 $340M $502.74 $338M +672,510 +20342.1%
43 JNJ 0.40% 1,806,373 $335M $185.42 $303M +1,596,909 +762.4%
44 FCX 0.38% 8,160,304 $320M $39.22 $192M +5,200,903 +175.7%
45 ARKB 0.38% 8,255,293 $314M $38.02 -$95M -3,181,125 -27.8%
46 FI 0.37% 2,417,097 $312M $128.93 $66M +994,978 +70.0%
47 ISRG 0.37% 682,668 $305M $447.23 $297M +666,845 +4214.4%
48 LLY 0.36% 397,072 $303M $763.00 $252M +332,245 +512.5%
49 LQD 0.36% 2,680,658 $299M $111.47 $293M +2,625,275 +4740.2%
50 KWEB 0.36% 7,093,080 $298M $42.01 $175M +3,521,234 +98.6%
51 B 0.36% 9,071,180 $297M $32.77 $197M +4,231,623 +87.4%
52 BSX 0.35% 2,978,286 $291M $97.63 $256M +2,651,615 +811.7%
53 WMT 0.35% 2,806,226 $289M $103.06 -$88M -1,051,733 -27.3%
54 AMP 0.33% 556,093 $273M $491.25 $224M +463,410 +500.0%
55 GLW 0.31% 3,160,133 $259M $82.03 $247M +2,929,974 +1273.0%
56 EMXC 0.30% 3,719,407 $251M $67.51 +3,719,407 NEW
57 VST 0.29% 1,241,823 $243M $195.92 -$46M -249,210 -16.7%
58 PGR 0.29% 971,285 $240M $246.95 $33M +195,887 +25.3%
59 BE 0.28% 2,808,587 $238M $84.57 $232M +2,574,262 +1098.6%
60 FBTC 0.28% 2,359,679 $236M $99.81 -$169M -1,942,176 -45.1%
61 PEP 0.28% 1,662,661 $234M $140.44 +1,662,661 NEW
62 C 0.28% 2,290,627 $232M $101.50 $175M +1,615,476 +239.3%
63 HPE 0.27% 9,141,568 $225M $24.56 $137M +4,866,570 +113.8%
64 ANET 0.27% 1,537,362 $224M $145.71 $105M +378,729 +32.7%
65 CVX 0.27% 1,433,007 $223M $155.29 $209M +1,335,190 +1365.0%
66 CSCO 0.25% 3,036,950 $208M $68.42 $193M +2,819,455 +1296.3%
67 OPEN 0.25% 25,877,011 $206M $7.97 $205M +23,861,727 +1184.0%
68 GDX 0.24% 2,673,799 $204M $76.40 $180M +2,199,135 +463.3%
69 AWK 0.24% 1,459,663 $203M $139.19 $198M +1,421,338 +3708.6%
70 DAL 0.24% 3,562,806 $202M $56.75 $199M +3,504,131 +5972.1%
71 UBER 0.23% 1,997,929 $196M $97.97 $160M +1,609,627 +414.5%
72 LRCX 0.23% 1,431,382 $192M $133.90 $189M +1,408,542 +6167.0%
73 CAT 0.22% 389,730 $186M $477.15 $22M -33,218 -7.8%
74 CLS 0.22% 752,189 $185M $246.38 $132M +413,370 +122.0%
75 ORLY 0.22% 1,710,291 $184M $107.81 $161M +1,452,198 +562.7%
76 RIOT 0.22% 9,552,616 $182M $19.03 $164M +7,950,974 +496.4%
77 SCHW 0.22% 1,888,236 $180M $95.47 $123M +1,262,203 +201.6%
78 BMY 0.21% 3,972,038 $179M $45.10 $155M +3,458,290 +673.1%
79 QCOM 0.21% 1,066,971 $178M $166.36 $77M +436,587 +69.3%
80 SPGI 0.21% 364,318 $177M $486.71 $164M +339,626 +1375.5%
81 U 0.21% 4,354,178 $174M $40.04 $133M +2,639,144 +153.9%
82 BMNR 0.20% 3,250,699 $169M $51.93 +3,250,699 NEW
83 APLD 0.20% 7,198,999 $165M $22.94 +7,198,999 NEW
84 TGT 0.20% 1,834,990 $165M $89.70 $120M +1,382,359 +305.4%
85 PFE 0.20% 6,429,569 $164M $25.48 $25M +706,250 +12.3%
86 JD 0.20% 4,657,837 $163M $34.98 $114M +3,161,647 +211.3%
87 LNG 0.19% 679,506 $160M $234.98 $45M +209,942 +44.7%
88 MCHP 0.19% 2,482,965 $159M $64.22 +2,482,965 NEW
89 JPM 0.19% 497,514 $157M $315.43 $15M +6,976 +1.4%
90 MDB 0.19% 505,425 $157M $310.38 $104M +251,751 +99.2%
91 NKE 0.19% 2,233,073 $156M $69.73 $68M +995,995 +80.5%
92 TJX 0.19% 1,075,242 $155M $144.54 $69M +378,072 +54.2%
93 CEG 0.19% 471,635 $155M $329.07 -$18M -64,333 -12.0%
94 LULU 0.18% 866,174 $154M $177.93 $117M +710,625 +456.9%
95 VRT 0.18% 1,014,487 $153M $150.86 -$50M -568,847 -35.9%
96 PYPL 0.18% 2,265,889 $152M $67.06 $74M +1,219,517 +116.5%
97 TXN 0.18% 816,707 $150M $183.73 $89M +523,359 +178.4%
98 DJT 0.18% 9,106,782 $150M $16.42 -$100M -4,715,253 -34.1%
99 EFA 0.18% 1,576,359 $147M $93.37 -$264M -3,024,333 -65.7%
100 NIO 0.18% 19,232,757 $147M $7.62 $145M +18,736,828 +3778.1%

Options Breakdown

2,686 Calls $281.2B Call Value 2,195 Puts $289.3B Put Value 1.03 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 63,075,700 $42.0B
TSLA 46,391,600 $20.6B
NVDA 89,025,400 $16.6B
QQQ 25,637,500 $15.4B
GLD 28,644,400 $10.2B
IWM 39,049,200 $9.4B
AAPL 36,854,300 $9.4B
META 12,677,700 $9.3B
MSTR 16,622,200 $5.4B
MSFT 9,354,900 $4.8B

Top Puts

SymbolSharesValueStatus
SPY 82,592,000 $55.0B
NVDA 147,863,900 $27.6B
TSLA 44,455,200 $19.8B
QQQ 29,590,500 $17.8B
IWM 53,064,500 $12.8B
META 9,012,900 $6.6B
GLD 16,503,700 $5.9B
TSM 18,136,000 $5.1B
AMZN 21,846,000 $4.8B
AMD 29,366,100 $4.8B

New Positions

SymbolValue% Port
EMXC $251M 0.30%
PEP $234M 0.28%
BMNR $169M 0.20%
APLD $165M 0.20%
MCHP $159M 0.19%
EOG $137M 0.16%
ASHR $132M 0.16%
BLK $128M 0.15%
APO $124M 0.15%
DIA $124M 0.15%
ROP $119M 0.14%
VGK $118M 0.14%
DLR $115M 0.14%
UPS $110M 0.13%
KMB $105M 0.13%

Sold Out Positions

SymbolValue% Port
AVB —%
EXR —%
AFB —%
AP —%
AIR —%
ACI —%
AVAL —%
UNFI —%
YETI —%
TSLX —%
QXO —%
NTST —%
VOYG —%
GSBD —%
BMA —%
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