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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 3 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 3,781,729.0 $434.9M 0.26% +3.8M +10000.0% $114.99 +2.5%
42 AAPL CALL APPLE INC Technology 1,706,300.0 $433.0M 0.26% +382K +28.9% $253.79 +18.3%
43 WELL WELLTOWER INC Real Estate 2,079,154.0 $411.1M 0.25% +990K +90.8% $197.71 +10.1%
44 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,444,693.0 $410.3M 0.25% +3.4M +333.7% $92.31 -2.8%
45 WBD WARNER BROS DISCOVERY INC Communication Services 14,889,403.0 $408.9M 0.25% +4.9M +49.5% $27.46 -1.2%
46 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,474,465.0 $389.2M 0.23% +206K +9.1% $157.28 -1.0%
47 KKR KKR & CO INC Financial Services 3,944,577.0 $364.9M 0.22% +2.7M +213.9% $92.50 +7.6%
48 META CALL META PLATFORMS INC Communication Services 635,400.0 $363.5M 0.22% +215K +51.1% $572.13 +8.1%
49 NOW SERVICENOW INC Technology 3,474,317.0 $363.2M 0.22% +1.8M +106.2% $104.55 -13.4%
50 EQT EQT CORP Energy 5,700,032.0 $362.8M 0.22% +636K +12.6% $63.64 -11.1%
51 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,059,062.0 $350.4M 0.21% +615K +138.3% $330.87 -13.3%
52 PFE PFIZER INC Healthcare 12,467,262.0 $350.1M 0.21% +9.1M +265.0% $28.08 -8.3%
53 PUT SANDISK CORP 545,800.0 $346.8M 0.21% +454K +493.3% $635.34
54 AMAT APPLIED MATLS INC Technology 1,009,618.0 $345.1M 0.21% +648K +179.3% $341.79 +27.7%
55 UNH UNITEDHEALTH GROUP INC Healthcare 1,167,220.0 $315.8M 0.19% +226K +24.0% $270.59 +47.5%
56 GD GENERAL DYNAMICS CORP Industrials 913,092.0 $313.4M 0.19% +669K +274.1% $343.22 -0.8%
57 AMZN CALL AMAZON COM INC Consumer Cyclical 1,497,500.0 $311.9M 0.19% +521K +53.4% $208.27 +26.8%
58 MS MORGAN STANLEY Financial Services 1,864,278.0 $306.8M 0.18% +885K +90.3% $164.57 +18.2%
59 WAT WATERS CORP Healthcare 1,025,240.0 $305.3M 0.18% +673K +191.2% $297.80 +11.9%
60 ORCL ORACLE CORP Technology 2,073,332.0 $305.0M 0.18% +1.1M +116.8% $147.11 +33.0%
Page 3 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%