2026-Q2 JANE STREET GROUP, LLC 13F Filing: MU add dominates JANE STREET 2026-Q2 as top buyer

JANE STREET GROUP, LLC filed its 2026-Q2 13F report on 2026-06-30, showing 6,546 holdings and a portfolio where Information Technology dominates at 55.57% of assets.

Q: Did JANE STREET GROUP buy or sell SPY in 2026-Q2? JANE STREET GROUP added to SPY in 2026-Q2, an active trading decision increasing the position by +$73.49B. The S&P 500 ETF grew from a portfolio weight of 16.73% to 16.88%.

Q: What is JANE STREET GROUP's biggest holding after 2026-Q2's 13F filing? SPY is the single largest position at a 16.88% weight after the quarter. This is an active add worth $203.49B, roughly three times the size of the next largest holding.

Q: Why did JANE STREET GROUP buy MU so aggressively in 2026-Q2? MU saw the largest relative increase among top holdings, an active add growing the position from $15.10B to $61.76B. This pushed Micron from a 1.94% weight to 5.12% of the portfolio.

Q: Did JANE STREET GROUP sell TSLA during 2026-Q2? JANE STREET GROUP actively trimmed TSLA in 2026-Q2, cutting the position value by -$8.40B. Tesla fell from a 4.61% portfolio weight to 2.27%, a reduction of -2.34pts percentage points.

Q: How much gold did JANE STREET GROUP sell via GLD in 2026-Q2? JANE STREET GROUP reduced GLD by -$9.67B, an active trim that lowered the gold ETF's weight from 4.19% to 1.90%. This is one of the largest value reductions in the entire filing.

Q: Why did JANE STREET GROUP trim IWM but its value went up in 2026-Q2? IWM shares were actively trimmed (real selling), but the dollar value rose because the stock price gained more than the trimmed shares were worth — NOT a buy. The holding moved from $26.66B to $32.18B despite the share count reduction.

Q: What does the unchanged position in NVDA mean for JANE STREET GROUP's 2026-Q2 filing? NVDA was an active add in this quarter, not an unchanged position — JANE STREET GROUP added shares and the value grew by +$6.92B, though the weight fell to 3.27% from 4.19% as the overall portfolio expanded faster.

Q: Is JANE STREET GROUP's portfolio getting more concentrated or more diversified? The portfolio is slightly more diversified, with the HHI concentration score falling from 0.04163 to 0.04087. This reflects weight shifting away from mega-cap tech toward a broader set of semiconductor and storage names.

Q: What's the easiest way to track JANE STREET GROUP's future filings? The easiest way to track JANE STREET GROUP's future filings is to check their next quarterly 13F, due within 45 days after each quarter end. Each filing updates the full list of long equity positions and reveals the latest active buys, sells, and trims.