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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 25 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GTLB GITLAB INC Technology 1,199,666.0 $26.0M 0.02% +1.1M +1391.2% $21.64 +15.9%
482 RKT ROCKET COS INC Financial Services 1,813,177.0 $25.8M 0.02% +1.4M +366.2% $14.25 -8.5%
483 ENSG ENSIGN GROUP INC Healthcare 128,141.0 $25.8M 0.02% +73K +133.0% $201.50 -12.3%
484 WULF PUT TERAWULF INC Financial Services 1,785,000.0 $25.8M 0.01% +100K +5.9% $14.43 +46.5%
485 ADC AGREE RLTY CORP Real Estate 341,462.0 $25.7M 0.01% +190K +125.8% $75.38 +0.3%
486 BTI BRITISH AMERN TOB PLC Consumer Defensive 439,383.0 $25.7M 0.01% +129K +41.7% $58.47 +13.5%
487 ARLO ARLO TECHNOLOGIES INC Industrials 1,800,918.0 $25.6M 0.01% +45K +2.5% $14.23 -9.0%
488 ALAB PUT ASTERA LABS INC Technology 233,100.0 $25.5M 0.01% +65K +39.0% $109.60 +122.9%
489 O CALL REALTY INCOME CORP Real Estate 417,200.0 $25.5M 0.01% +276K +194.8% $61.18 +0.9%
490 QCOM CALL QUALCOMM INC Technology 197,400.0 $25.4M 0.01% +186K +1601.7% $128.78 +58.1%
491 KT KT CORP Communication Services 1,166,736.0 $25.0M 0.01% +638K +120.6% $21.45 -10.7%
492 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,338,640.0 $24.8M 0.01% +72K +5.7% $18.49 +13.4%
493 PD PAGERDUTY INC Technology 3,984,495.0 $24.7M 0.01% +3.5M +738.0% $6.21 +11.9%
494 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 1,262,540.0 $24.7M 0.01% +262K +26.2% $19.56 -17.7%
495 AVA AVISTA CORP Utilities 604,784.0 $24.3M 0.01% +253K +71.7% $40.14 +1.9%
496 VFC V F CORP Consumer Cyclical 1,427,848.0 $24.3M 0.01% +538K +60.5% $16.99 -0.6%
497 NOW CALL SERVICENOW INC Technology 231,900.0 $24.2M 0.01% +58K +33.7% $104.55 -1.1%
498 BKH BLACK HILLS CORP Utilities 347,654.0 $24.1M 0.01% +297K +582.8% $69.41 +5.6%
499 BIOHAVEN LTD 2,847,193.0 $24.1M 0.01% +153K +5.7% $8.46
500 ACVA ACV AUCTIONS INC Consumer Cyclical 5,659,176.0 $24.0M 0.01% +2.3M +67.8% $4.24 +39.6%
Page 25 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%