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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $166.3B AUM 5,804 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 711 New 1370 Added 1926 Reduced 799 Exited
Page 20 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CEG PUT CONSTELLATION ENERGY CORP Utilities 139,400.0 $38.9M 0.02% +59K +74.0% $279.25 -6.2%
382 FRSH FRESHWORKS INC Technology 4,841,982.0 $38.9M 0.02% +1.0M +26.5% $8.03 +11.6%
383 ROIV ROIVANT SCIENCES LTD Healthcare 1,392,748.0 $38.6M 0.02% +997K +252.2% $27.70 +5.7%
384 CCK CROWN HLDGS INC Consumer Cyclical 384,431.0 $38.5M 0.02% +124K +47.6% $100.25 -3.1%
385 NIO INC 38,250,000.0 $38.3M 0.02% +11.0M +40.4% $1.00
386 VRRM VERRA MOBILITY CORP Technology 2,672,998.0 $38.2M 0.02% +485K +22.2% $14.29 -8.3%
387 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 2,756,551.0 $38.2M 0.02% +441K +19.0% $13.85 -14.1%
388 ARGX ARGENX SE Healthcare 52,122.0 $38.1M 0.02% +7K +14.5% $730.25 +6.3%
389 FIRST HAWAIIAN INC 1,532,394.0 $37.8M 0.02% +588K +62.2% $24.64
390 SE SEA LTD Consumer Cyclical 455,356.0 $37.7M 0.02% +117K +34.6% $82.81 +6.5%
391 PSTG EVERPURE INC Technology 638,396.0 $37.7M 0.02% +604K +1741.3% $59.04 +47.9%
392 STT STATE STR CORP Financial Services 296,618.0 $37.5M 0.02% +67K +29.3% $126.56 +20.8%
393 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 1,601,896.0 $37.4M 0.02% +382K +31.4% $23.36 -13.4%
394 JNJ PUT JOHNSON & JOHNSON Healthcare 153,000.0 $37.4M 0.02% +107K +234.8% $244.44 -7.3%
395 APOS APOLLO GLOBAL MGMT INC Financial Services 335,046.0 $37.3M 0.02% +245K +271.6% $111.42 -76.8%
396 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 487,482.0 $37.1M 0.02% +477K +4712.3% $76.16 +11.8%
397 DLO DLOCAL LTD Technology 2,853,268.0 $37.0M 0.02% +884K +44.9% $12.97 -15.1%
398 HMY HARMONY GOLD MNG LTD Basic Materials 2,393,124.0 $36.8M 0.02% +2.2M +974.2% $15.37 +2.2%
399 RELY REMITLY GLOBAL INC Technology 2,330,622.0 $36.5M 0.02% +694K +42.4% $15.67 +44.2%
400 BORR DRILLING LTD 6,241,502.0 $36.0M 0.02% +5.7M +1037.5% $5.77
Page 20 of 69  ·  1,370 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Consumer Cyclical 12.8%
Healthcare 12.4%
Financial Services 12.1%
Industrials 11.1%
Communication Services 7.1%
Basic Materials 4.9%
Energy 4.9%
Consumer Defensive 4.8%
Real Estate 2.1%