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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 28 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BIDU BAIDU INC Communication Services 180,377.0 $20.1M 0.01% +164K +977.7% $111.42 +23.6%
542 BLDP BALLARD PWR SYS INC NEW Industrials 8,282,852.0 $20.0M 0.01% +3.3M +67.2% $2.42 +72.9%
543 PB PROSPERITY BANCSHARES INC Financial Services 295,288.0 $19.8M 0.01% +112K +60.9% $67.18 +1.4%
544 TSHA TAYSHA GENE THERAPIES INC Healthcare 4,427,301.0 $19.8M 0.01% +414K +10.3% $4.47 +21.9%
545 ERAS ERASCA INC Healthcare 1,219,534.0 $19.7M 0.01% +1.0M +503.9% $16.18 -36.5%
546 CNQ CANADIAN NAT RES LTD MED TER Energy 402,610.0 $19.6M 0.01% +389K +2829.8% $48.76 +0.4%
547 WTM WHITE MTNS INS GROUP LTD Financial Services 8,910.0 $19.6M 0.01% +317.0 +3.7% $2196.96 -2.7%
548 BALL BALL CORP Consumer Cyclical 329,671.0 $19.5M 0.01% +170K +106.1% $59.11 -6.8%
549 VERX VERTEX INC Technology 1,638,922.0 $19.5M 0.01% +1.4M +494.1% $11.89 +11.5%
550 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 373,275.0 $19.4M 0.01% +106K +39.6% $51.98 +19.0%
551 Z ZILLOW GROUP INC Communication Services 466,796.0 $19.3M 0.01% +394K +538.9% $41.38 -10.2%
552 ESNT ESSENT GROUP LTD Financial Services 329,387.0 $19.2M 0.01% +242K +276.6% $58.44 +6.2%
553 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 567,574.0 $19.2M 0.01% +124K +28.1% $33.85 +39.1%
554 LITHIUM ARGENTINA AG 2,873,558.0 $19.2M 0.01% +2.3M +369.9% $6.68
555 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 226,400.0 $19.2M 0.01% +93K +69.6% $84.59 +102.5%
556 CRON CRONOS GROUP INC Healthcare 7,618,227.0 $19.1M 0.01% +759K +11.1% $2.51 +4.3%
557 SUNC SUNOCOCORP LLC Energy 309,788.0 $19.1M 0.01% +69K +28.8% $61.65 +15.5%
558 XOM PUT EXXON MOBIL CORP Energy 112,500.0 $19.1M 0.01% +3K +2.6% $169.66 -5.4%
559 EC ECOPETROL S A Energy 1,267,720.0 $19.0M 0.01% +577K +83.6% $14.99 -7.9%
560 SHEL CALL SHELL PLC Energy 203,300.0 $18.9M 0.01% +49K +32.1% $93.00 -4.7%
Page 28 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%