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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 32 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 K&F GROWTH ACQUISITION CORP 1,422,909.0 $14.9M 0.01% +134K +10.4% $10.44
622 MOMO HELLO GROUP INC Communication Services 2,576,009.0 $14.8M 0.01% +383K +17.4% $5.76 +4.5%
623 SOUTH BOW CORP 442,774.0 $14.7M 0.01% +434K +4698.7% $33.29
624 HXL HEXCEL CORP NEW Industrials 181,596.0 $14.7M 0.01% +78K +74.9% $80.93 +4.7%
625 CMCSA CALL COMCAST CORP NEW Communication Services 511,600.0 $14.7M 0.01% +387K +309.9% $28.71 -12.6%
626 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 180,000.0 $14.5M 0.01% +27K +17.9% $80.56 -13.0%
627 CALL BUNGE GLOBAL SA 113,800.0 $14.5M 0.01% +76K +199.5% $127.20
628 AZTA AZENTA INC Healthcare 679,155.0 $14.4M 0.01% +159K +30.6% $21.13 -7.5%
629 AGNC AGNC INVT CORP Real Estate 1,430,246.0 $14.3M 0.01% +875K +157.4% $10.03 +2.3%
630 JJSF J & J SNACK FOODS CORP Consumer Defensive 180,160.0 $14.3M 0.01% +78K +76.5% $79.27 -7.0%
631 STKL SUNOPTA INC Consumer Defensive 2,192,061.0 $14.2M 0.01% +1.0M +89.7% $6.48 +0.3%
632 PHM PULTE GROUP INC Consumer Cyclical 120,705.0 $14.2M 0.01% +102K +559.1% $117.61 -1.1%
633 GROY GOLD ROYALTY CORP Basic Materials 3,963,495.0 $14.2M 0.01% +292K +8.0% $3.58 -10.1%
634 PHG KONINKLIJKE PHILIPS N V Healthcare 517,229.0 $14.2M 0.01% +308K +147.3% $27.40 -2.4%
635 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 151,281.0 $14.1M 0.01% +36K +31.4% $93.48 -5.5%
636 BILL BILL HOLDINGS INC Technology 366,211.0 $14.0M 0.01% +312K +573.4% $38.30 -4.8%
637 CNH INDL N V 1,273,300.0 $14.0M 0.01% +490K +62.5% $11.00
638 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 237,000.0 $14.0M 0.01% +51K +27.4% $59.05 +14.4%
639 TACH TITAN ACQUISITION CORP Financial Services 1,353,849.0 $14.0M 0.01% +166K +14.0% $10.33 +0.2%
640 UHAL U HAUL HOLDING COMPANY Industrials 292,278.0 $14.0M 0.01% +99K +50.9% $47.78 +5.2%
Page 32 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%