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Asset Manager ← All Institutions

JANE STREET GROUP, LLC

Q4 2025 · Filed 2026-02-12
Market Value
$82.5B
-1.1%
Holdings
6,633
+294
New Purchases
1,303
Added To
2,060
Closed
1,260
Reduced
1,991
Top 10 Concentration
22.8%
Turnover
38.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 8.25% 1.40% +6.84% $6.8B
SLV 1.62% 0.00% +1.61% $1.3B
META 1.99% 0.62% +1.37% $1.6B
WMT 1.46% 0.35% +1.12% $1.2B
QQQ 1.12% 0.09% +1.03% $927M
AVGO 1.77% 0.92% +0.85% $1.5B
COHR 0.80% 0.01% +0.79% $660M
IWM 0.57% 0.04% +0.54% $473M
VEA 0.53% 0.04% +0.50% $439M
VRT 0.68% 0.18% +0.49% $557M
XLF 0.55% 0.06% +0.49% $454M
JGLO 0.44% 0.01% +0.43% $364M
NOW 0.45% 0.03% +0.42% $370M
AMZN 1.10% 0.71% +0.39% $909M
IEMG 0.39% 0.00% +0.39% $322M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 1.87% 4.24% -2.38% $1.5B
CRWV 0.54% 2.02% -1.48% $442M
TSLA 1.61% 2.42% -0.81% $1.3B
PDD 0.01% 0.74% -0.73% $6M
MU 0.60% 1.30% -0.70% $493M
ETHA 0.16% 0.82% -0.66% $133M
SOXL 0.00% 0.64% -0.64% $213K
GOOGL 1.06% 1.60% -0.54% $873M
PANW 0.14% 0.64% -0.49% $118M
CRH.L 0.02% 0.46% -0.44% $19M
GEV 0.05% 0.47% -0.41% $43M
IREN 0.26% 0.66% -0.40% $211M
FXI 0.01% 0.41% -0.40% $10M
BABA 0.25% 0.65% -0.40% $210M
HON 0.05% 0.44% -0.39% $37M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $29.1B 35.3%
Large Cap 1,000 $35.1B 42.6%
Mid Cap 1,336 $11.9B 14.4%
Small Cap 1,944 $4.7B 5.7%
Micro Cap 2,273 $1.7B 2.1%

Portfolio Analytics

Avg Market Cap
$17.2B
Median Market Cap
$812M
Avg P/E
31.4
Median P/E
18.4
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
3,940
# ETFs / Funds
2,694

Top Holdings (6,633 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 8.25% 9,972,192 $6.8B $681.92 $5.6B +8,215,464 +467.7%
2 META 1.99% 2,481,834 $1.6B $660.09 $1.1B +1,777,105 +252.2%
3 NVDA 1.87% 8,252,676 $1.5B $186.50 -$2.0B -10,711,324 -56.5%
4 AVGO 1.77% 4,214,391 $1.5B $346.10 $690M +1,883,438 +80.8%
5 SLV 1.62% 20,672,537 $1.3B $64.42 $1.3B +20,631,344 +50084.6%
6 AAPL 1.61% 4,895,066 $1.3B $271.86 $134M +195,975 +4.2%
7 TSLA 1.61% 2,956,214 $1.3B $449.72 -$687M -1,577,991 -34.8%
8 WMT 1.46% 10,836,435 $1.2B $111.41 $918M +8,030,209 +286.2%
9 UNH 1.39% 3,468,337 $1.1B $330.11 $307M +1,041,555 +42.9%
10 IBIT 1.22% 20,315,780 $1.0B $49.65 $150M +7,105,206 +53.8%
11 TSM 1.18% 3,202,610 $973M $303.89 -$235M -1,123,213 -26.0%
12 TLT 1.14% 10,766,253 $938M $87.16 -$103M -888,191 -7.6%
13 QQQ 1.12% 1,509,239 $927M $614.31 $852M +1,384,457 +1109.5%
14 AMZN 1.10% 3,936,221 $909M $230.82 $317M +1,242,680 +46.1%
15 PLTR 1.10% 5,094,455 $906M $177.75 $194M +1,195,949 +30.7%
16 GOOGL 1.06% 2,790,439 $873M $313.00 -$462M -2,701,745 -49.2%
17 MRVL 0.81% 7,833,520 $666M $84.98 $268M +3,100,999 +65.5%
18 COHR 0.80% 3,577,530 $660M $184.57 $653M +3,509,546 +5162.3%
19 GOOG 0.79% 2,072,566 $650M $313.80 -$92M -977,395 -32.0%
20 NFLX 0.76% 6,699,786 $628M $93.76 $101M +6,259,666 +1422.3%
21 VRT 0.68% 3,438,320 $557M $162.01 $404M +2,423,833 +238.9%
22 MSFT 0.65% 1,108,104 $536M $483.62 $85M +238,469 +27.4%
23 GLD 0.64% 1,340,317 $531M $396.31 $167M +315,914 +30.8%
24 AMD 0.64% 2,465,005 $528M $214.16 -$222M -2,168,879 -46.8%
25 ORCL 0.63% 2,667,293 $520M $194.91 $80M +1,101,536 +70.3%
26 KWEB 0.63% 15,232,248 $519M $34.05 $221M +8,139,168 +114.8%
27 MU 0.60% 1,726,726 $493M $285.41 -$589M -4,740,022 -73.3%
28 IWM 0.57% 1,921,255 $473M $246.16 $442M +1,794,172 +1411.8%
29 XLF 0.55% 8,295,877 $454M $54.77 $403M +7,343,546 +771.1%
30 CRWV 0.54% 6,171,288 $442M $71.61 -$1.2B -6,125,817 -49.8%
31 VST 0.54% 2,735,140 $441M $161.33 $198M +1,493,317 +120.2%
32 VEA 0.53% 7,027,316 $439M $62.47 $409M +6,528,697 +1309.4%
33 BE 0.51% 4,828,230 $420M $86.89 $182M +2,019,643 +71.9%
34 JPM 0.50% 1,267,378 $408M $322.22 $251M +769,864 +154.7%
35 TMO 0.47% 666,711 $386M $579.45 $309M +506,958 +317.3%
36 NOW 0.45% 2,416,896 $370M $153.19 $346M +2,390,587 +9086.6%
37 FBTC 0.45% 4,835,971 $369M $76.23 $133M +2,476,292 +104.9%
38 JGLO 0.44% 5,375,353 $364M $67.67 $358M +5,293,681 +6481.6%
39 BSX 0.44% 3,793,236 $362M $95.35 $71M +814,950 +27.4%
40 DIA 0.43% 735,712 $354M $480.57 $230M +469,043 +175.9%
41 VEU 0.40% 4,503,611 $331M $73.56 $231M +3,102,829 +221.5%
42 CLS 0.39% 1,095,235 $324M $295.61 $138M +343,046 +45.6%
43 IEMG 0.39% 4,794,516 $322M $67.22 $322M +4,790,558 +121034.8%
44 LITE 0.38% 854,842 $315M $368.59 $180M +21,743 +2.6%
45 CRM 0.38% 1,173,672 $311M $264.91 -$91M -521,062 -30.8%
46 LVS 0.36% 4,515,007 $294M $65.09 $183M +2,460,481 +119.8%
47 VXUS 0.34% 3,731,609 $282M $75.44 -$131M -1,887,344 -33.6%
48 LLY 0.33% 255,124 $274M $1,074.68 -$29M -141,948 -35.8%
49 TMUS 0.33% 1,335,749 $271M $203.04 -$280M -965,207 -42.0%
50 BX 0.31% 1,652,679 $255M $154.14 $248M +1,615,211 +4310.9%
51 SOFI 0.31% 9,648,573 $253M $26.18 -$230M -8,628,924 -47.2%
52 CIFR 0.29% 16,421,315 $242M $14.76 $103M +5,379,189 +48.7%
53 INDA 0.29% 4,400,850 $238M $54.05 +4,400,850 NEW
54 GDX 0.28% 2,689,339 $231M $85.77 $26M +15,540 +0.6%
55 TSLL 0.26% 11,081,023 $212M $19.11 -$140M -5,581,835 -33.5%
56 IREN 0.26% 5,593,971 $211M $37.77 -$338M -6,116,167 -52.2%
57 CVX 0.26% 1,384,570 $211M $152.41 -$12M -48,437 -3.4%
58 BABA 0.25% 1,433,768 $210M $146.58 -$333M -1,603,079 -52.8%
59 T 0.25% 8,386,620 $208M $24.84 $87M +4,084,626 +95.0%
60 TOTB.DE 0.25% 3,150,696 $206M $65.42 +3,150,696 NEW
61 HD 0.25% 595,231 $205M $344.10 $158M +478,484 +409.9%
62 SNDK 0.24% 846,163 $201M $237.38 $95M -94,302 -10.0%
63 BKNG 0.24% 36,962 $198M $5,355.33 $87M +16,456 +80.2%
64 MS 0.24% 1,113,961 $198M $177.53 $144M +778,251 +231.8%
65 GM 0.24% 2,422,439 $197M $81.32 $115M +1,084,724 +81.1%
66 ETN 0.24% 610,805 $195M $318.51 $188M +594,488 +3643.4%
67 CYBR 0.24% 435,434 $194M $446.06 $166M +376,486 +638.7%
68 B 0.24% 4,455,804 $194M $43.55 -$103M -4,615,376 -50.9%
69 INTC 0.23% 5,247,076 $194M $36.90 -$277M -8,773,523 -62.6%
70 UAL 0.23% 1,726,042 $193M $111.82 $128M +1,053,082 +156.5%
71 RPRX 0.23% 4,947,409 $191M $38.64 $80M +1,795,749 +57.0%
72 SIVR 0.22% 2,675,974 $181M $67.64 +2,675,974 NEW
73 AMAT 0.22% 696,641 $179M $256.99 $148M +546,998 +365.5%
74 COIN 0.21% 778,422 $176M $226.14 $171M +762,463 +4777.6%
75 PG 0.21% 1,219,320 $175M $143.31 $43M +359,486 +41.8%
76 CARR 0.21% 3,259,670 $172M $52.84 $80M +1,716,661 +111.2%
77 STLA 0.21% 15,602,547 $170M $10.89 $118M +10,083,838 +182.7%
78 BLK 0.20% 156,465 $167M $1,070.34 $40M +46,913 +42.8%
79 CNC 0.20% 4,060,886 $167M $41.15 $78M +1,553,718 +62.0%
80 ADBE 0.20% 462,314 $162M $349.99 $92M +264,189 +133.3%
81 UBER 0.20% 1,974,733 $161M $81.71 -$34M -23,196 -1.2%
82 ACWX 0.20% 2,400,049 $161M $67.13 $156M +2,319,101 +2864.9%
83 U 0.19% 3,591,469 $159M $44.17 -$16M -762,709 -17.5%
84 TER 0.19% 800,938 $155M $193.56 $150M +765,690 +2172.3%
85 IXUS 0.19% 1,825,415 $155M $84.64 $101M +1,173,239 +179.9%
86 LEN 0.19% 1,490,958 $153M $102.80 $114M +1,178,761 +377.6%
87 LNG 0.19% 787,155 $153M $194.39 -$7M +107,649 +15.8%
88 VEEV 0.18% 678,273 $151M $223.23 $139M +636,985 +1542.8%
89 GFL 0.18% 3,407,588 $146M $42.95 $132M +3,111,222 +1049.8%
90 GLW 0.18% 1,659,340 $145M $87.56 -$114M -1,500,793 -47.5%
91 EXAS 0.18% 1,428,305 $145M $101.56 $87M +376,214 +35.8%
92 MSTR 0.18% 951,187 $145M $151.95 $91M +785,224 +473.1%
93 DAL 0.17% 2,042,846 $142M $69.40 -$60M -1,519,960 -42.7%
94 AAL 0.17% 9,182,184 $141M $15.33 $74M +3,254,045 +54.9%
95 VPL 0.17% 1,555,138 $141M $90.40 $129M +1,420,613 +1056.0%
96 AVDE 0.17% 1,700,000 $140M $82.32 $127M +1,538,445 +952.3%
97 ORLY 0.17% 1,514,961 $138M $91.21 -$46M -195,330 -11.4%
98 IAGG 0.17% 2,741,859 $137M $50.01 $82M +1,661,785 +153.9%
99 PYPL 0.16% 2,291,294 $134M $58.38 -$18M +25,405 +1.1%
100 ETHA 0.16% 5,948,399 $133M $22.43 -$552M -15,810,817 -72.7%

Options Breakdown

2,887 Calls $289.2B Call Value 2,362 Puts $287.5B Put Value 0.99 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 66,963,300 $45.7B
QQQ 32,135,900 $19.7B
TSLA 40,316,100 $18.1B
NVDA 85,026,600 $15.9B
GLD 29,445,900 $11.7B
META 17,520,400 $11.6B
AAPL 30,901,600 $8.4B
MSFT 12,291,800 $5.9B
IWM 23,766,200 $5.9B
GOOGL 16,205,700 $5.1B

Top Puts

SymbolSharesValueStatus
SPY 63,634,700 $43.4B
QQQ 38,308,500 $23.5B
NVDA 109,909,600 $20.5B
TSLA 37,308,100 $16.8B
IWM 37,763,800 $9.3B
META 12,650,700 $8.4B
GLD 20,931,800 $8.3B
AVGO 17,450,600 $6.0B
TSM 17,258,600 $5.2B
AMD 23,473,800 $5.0B

New Positions

SymbolValue% Port
INDA $238M 0.29%
TOTB.DE $206M 0.25%
SIVR $181M 0.22%
ESGD $133M 0.16%
TSLR $95M 0.12%
SCHC $72M 0.09%
IGF $72M 0.09%
SOMN $65M 0.08%
VWO $64M 0.08%
PKI $63M 0.08%
XLB $62M 0.07%
SRLN $56M 0.07%
NVDL $53M 0.06%
CCK $53M 0.06%
SHY $53M 0.06%

Sold Out Positions

SymbolValue% Port
ABM —%
ESTC —%
AAP —%
WT —%
GDV —%
ATEN —%
ARW —%
AR —%
BGH —%
CBAN —%
ETD —%
MC —%
CDE —%
GEL —%
WY —%
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