Cliff Asness's OLED Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 123,886 shares of Universal Display Corporation (OLED) worth $11.25 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in OLED, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 126,944 shares. Largest reduction occurred in Q1 2025, reducing 82,972 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Universal Display Corporation (OLED) Holding Value Over Time
Track share changes against reported price movement
Quarterly Universal Display Corporation (OLED) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +20,859 | Add 20.25% | 123,886 | $90.83 |
| Q4 2025 | +57,780 | Add 127.70% | 103,027 | $116.78 |
| Q3 2025 | -36,191 | Reduce 44.44% | 45,247 | $143.63 |
| Q2 2025 | -51,813 | Reduce 38.88% | 81,438 | $154.46 |
| Q1 2025 | -82,972 | Reduce 38.37% | 133,251 | $139.48 |
| Q4 2024 | +26,556 | Add 14.00% | 216,223 | $146.20 |
| Q3 2024 | +126,944 | Add 202.39% | 189,667 | $209.14 |
| Q2 2024 | +41,154 | Add 190.80% | 62,723 | $210.09 |
| Q1 2024 | -595 | Reduce 2.68% | 21,569 | $168.45 |
| Q4 2023 | -10,874 | Reduce 32.91% | 22,164 | $191.26 |
| Q3 2023 | -6,615 | Reduce 16.68% | 33,038 | $156.99 |
| Q2 2023 | -5,443 | Reduce 12.07% | 39,653 | $142.83 |
| Q1 2023 | -50,691 | Reduce 52.92% | 45,096 | $153.68 |
| Q4 2022 | -7,378 | Reduce 7.15% | 95,787 | $106.19 |
| Q3 2022 | -9,822 | Reduce 8.69% | 103,165 | $94.35 |
| Q2 2022 | +10,695 | Add 10.46% | 112,987 | $99.89 |
| Q1 2022 | -11,352 | Reduce 9.99% | 102,292 | $166.95 |
| Q4 2021 | +48,072 | Add 73.31% | 113,644 | $165.03 |
| Q3 2021 | +12,631 | Add 23.86% | 65,572 | $170.96 |
| Q2 2021 | +26,860 | Add 102.99% | 52,941 | $222.32 |
| Q1 2021 | +1,068 | Add 4.27% | 26,081 | $235.42 |
| Q4 2020 | -9,955 | Reduce 28.47% | 25,013 | $229.80 |
| Q3 2020 | -23,767 | Reduce 40.46% | 34,968 | $180.68 |
| Q2 2020 | -17,400 | Reduce 22.85% | 58,735 | $148.46 |
| Q1 2020 | -69,903 | Reduce 47.87% | 76,135 | $131.78 |
| Q4 2019 | +65,043 | Add 80.30% | 146,038 | $206.07 |
| Q3 2019 | +75,961 | Add 1508.96% | 80,995 | $167.23 |
| Q2 2019 | +3,715 | Add 281.65% | 5,034 | $185.14 |
| Q1 2019 | +1,319 | New Buy | 1,319 | $153.15 |
| Q4 2018 | -4,680 | Sold Out | 0 | $0.00 |
| Q3 2018 | -2,176 | Reduce 31.74% | 4,680 | $117.95 |
| Q2 2018 | -4,299 | Reduce 38.54% | 6,856 | $86.06 |
| Q1 2018 | -2,912 | Reduce 20.70% | 11,155 | $101.03 |
| Q4 2017 | +8,462 | Add 150.97% | 14,067 | $172.67 |
| Q3 2017 | -11,256 | Reduce 66.76% | 5,605 | $128.81 |
| Q2 2017 | +10,879 | Add 181.86% | 16,861 | $109.25 |
| Q1 2017 | -5,303 | Reduce 46.99% | 5,982 | $86.09 |
| Q4 2016 | -10,035 | Reduce 47.07% | 11,285 | $56.27 |
| Q3 2016 | +2,772 | Add 14.95% | 21,320 | $55.49 |
| Q2 2016 | -905 | Reduce 4.65% | 18,548 | $67.82 |
| Q1 2016 | +7,369 | Add 60.98% | 19,453 | $54.08 |
| Q4 2015 | -14,292 | Reduce 54.19% | 12,084 | $54.45 |
| Q3 2015 | -16,610 | Reduce 38.64% | 26,376 | $33.89 |
| Q2 2015 | +31,545 | Add 275.72% | 42,986 | $51.74 |
| Q1 2015 | +2,800 | Add 32.40% | 11,441 | $46.76 |
| Q2 2013 | +8,641 | Add 0.00% | 8,641 | $28.12 |
| Q4 2012 | +8,641 | Add 0.00% | 8,641 | $25.58 |
Cliff Asness's Universal Display Corporation Investment FAQs
Cliff Asness first purchased Universal Display Corporation (OLED) in Q4 2012, acquiring 8,641 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Universal Display Corporation (OLED) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to Universal Display Corporation (OLED) was in Q3 2024, adding 189,667 shares worth $39.67 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 123,886 shares of Universal Display Corporation (OLED), valued at approximately $11.25 M.
As of the Q1 2026 filing, Universal Display Corporation (OLED) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Universal Display Corporation (OLED) was 216,223 shares, as reported at the end of Q4 2024.