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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 24 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NTR CALL NUTRIEN LTD Basic Materials 366,700.0 $27.7M 0.02% +8K +2.2% $75.46 -5.1%
462 DUOL DUOLINGO INC Technology 280,428.0 $27.6M 0.02% +243K +651.1% $98.57 +14.1%
463 CPNG PUT COUPANG INC Consumer Cyclical 1,459,900.0 $27.6M 0.02% +1.4M +4206.5% $18.88 -19.2%
464 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,744,496.0 $27.4M 0.02% +1.4M +344.0% $15.72 -10.2%
465 FCX PUT FREEPORT MCMORAN INC Basic Materials 465,000.0 $27.3M 0.02% +230K +97.9% $58.78 -0.2%
466 SPSC SPS COMM INC Technology 490,831.0 $27.3M 0.02% +38K +8.5% $55.67 -6.0%
467 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 1,965,610.0 $27.3M 0.02% +63K +3.3% $13.88 -7.9%
468 RDDT REDDIT INC Communication Services 201,700.0 $27.2M 0.02% +142K +238.6% $134.65 +15.0%
469 MSGE SPHERE ENTERTAINMENT CO Communication Services 230,078.0 $27.0M 0.02% +98K +73.8% $117.40 -41.3%
470 SBLK STAR BULK CARRIERS CORP. Industrials 1,173,877.0 $27.0M 0.02% +1.1M +1084.0% $22.97 +15.0%
471 JLL JONES LANG LASALLE INC Real Estate 88,155.0 $26.8M 0.02% +22K +33.9% $304.32 -5.8%
472 FNF FIDELITY NATL FINL INC Financial Services 577,937.0 $26.8M 0.02% +572K +10000.0% $46.38 +5.4%
473 RIO CALL RIO TINTO PLC Basic Materials 286,400.0 $26.7M 0.02% +273K +2037.3% $93.29 +8.2%
474 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 109,800.0 $26.6M 0.02% +72K +193.6% $242.39 -8.3%
475 TCBI TEXAS CAP BANCSHARES INC Financial Services 280,141.0 $26.6M 0.02% +37K +15.2% $94.88 +1.5%
476 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 456,032.0 $26.6M 0.02% +47K +11.4% $58.24 -5.3%
477 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 1,261,018.0 $26.4M 0.02% +916K +265.8% $20.95 +9.1%
478 STN STANTEC INC Industrials 304,600.0 $26.3M 0.02% +21K +7.4% $86.42 -11.0%
479 GREENBRIER COS INC 22,652,000.0 $26.2M 0.02% +156K +0.7% $1.16
480 EPAC ENERPAC TOOL GROUP CORP Industrials 715,112.0 $26.1M 0.02% +162K +29.3% $36.47 -8.9%
Page 24 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%