1y return+25.3%S&P 500 +20.9%
3y return+74.9%S&P 500 +68.5%
5y return+55.1%S&P 500 +74.5%
10y return+153.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $254 against $357 in the S&P 500.2
Jane Street Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $33.1B | 21.1% | +118.1% |
| AMZNAmazon Com Inc | $3.4B | 2.2% | +225.8% |
| SNDKSandisk Corp | $2.6B | 1.7% | −35.2% |
| NVDANvidia Corporation | $2.4B | 1.5% | +875.9% |
| QQQInvesco Qqq Tr | $2.1B | 1.3% | +56.8% |
| MSFTMicrosoft Corp | $1.7B | 1.1% | +3318.2% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $1.4B | 0.9% | +7380.5% |
| CRWVCoreweave Inc | $1.4B | 0.9% | +56.8% |
| IEMGIshares Inc | $1.3B | 0.8% | +127.4% |
| METAMeta Platforms Inc | $1.3B | 0.8% | +703.0% |
| BEBloom Energy Corp | $1.3B | 0.8% | −15.3% |
| AAPLApple Inc | $1.1B | 0.7% | +515.6% |
| CSCOCisco Sys Inc | $1.1B | 0.7% | +4513.6% |
| INTCIntel Corp | $1.0B | 0.7% | +1676.7% |
| DELLDell Technologies Inc | $1.0B | 0.6% | −62.0% |
| PLTRPalantir Technologies Inc | $974.5M | 0.6% | −8.8% |
| AMDAdvanced Micro Devices Inc | $944.8M | 0.6% | +354.7% |
| ORCLOracle Corp | $919.6M | 0.6% | +60.5% |
| SMCISuper Micro Computer Inc | $844.3M | 0.5% | +551.4% |
| IBITIshares Bitcoin Trust Etf | $828.2M | 0.5% | +323.7% |
| MUMicron Technology Inc | $806.8M | 0.5% | −60.7% |
| CLSCelestica Inc | $766.4M | 0.5% | −17.1% |
| Tower Semiconductor LtdCUSIP M87915274 | $763.3M | 0.5% | +146.0% |
| PANWPalo Alto Networks Inc | $750.4M | 0.5% | +3002.6% |
| UNHUnitedhealth Group Inc | $740.3M | 0.5% | +8.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $2.4B |
| PWRQuanta Svcs Inc | June 30, 2020 | +1735.6% | $551.4M |
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $672.1M |
| PLTRPalantir Technologies Inc | September 30, 2020 | +1128.1% | $974.5M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $944.8M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2021 | +997.4% | $1.4B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $750.4M |
| HWMHowmet Aerospace Inc | September 30, 2021 | +761.7% | $727.7M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $1.0B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $549.7M |
Sold off last quarter
- AGGIshares Tr was $239.4M
- VYMIVanguard Whitehall Fds was $174.6M
- IEURIshares Tr was $144.7M
- NXUSNushares Etf Tr was $144.1M
- SAPSap Se was $120.3M
- DLRDigital Rlty Tr Inc was $95.5M
- FLINFranklin Templeton Etf Tr was $95.3M
- Dupont De Nemours IncCUSIP 26614N102 was $81.5M
- JIREJ P Morgan Exchange Traded F was $79.5M
- BNDVanguard Bd Index Fds was $78.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.7% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +9.4% | +7.8% |
| June 30, 2025 | +14.6% | +10.5% |
| March 31, 2025 | −5.5% | −4.6% |
| December 31, 2024 | +5.9% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +9.7% | +7.0% |
| December 31, 2022 | +4.1% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +3.0% | +10.7% |
| September 30, 2021 | −3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jane Street Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1595888&type=13F-HR&dateb=&owner=include&count=40CIK 1595888
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1595888/000159588826000108/Filed August 14, 2026 · accession 0001595888-26-000108