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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 34 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ALLE ALLEGION PLC Industrials 87,094.0 $12.7M 0.01% +28K +46.4% $145.29 -10.0%
662 ALMS ALUMIS INC Healthcare 572,129.0 $12.6M 0.01% +340K +146.9% $22.03 +0.6%
663 WING CALL WINGSTOP INC Consumer Cyclical 81,300.0 $12.6M 0.01% +5K +6.0% $154.97 -17.3%
664 FLUTTER ENTMT PLC 123,395.0 $12.6M 0.01% +23K +23.4% $101.95
665 PDS PRECISION DRILLING CORP Energy 126,933.0 $12.5M 0.01% +11K +9.9% $98.39 -2.1%
666 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 44,400.0 $12.5M 0.01% +4K +11.3% $280.76 +25.4%
667 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 342,473.0 $12.5M 0.01% +188K +121.5% $36.39 +2.0%
668 NIO CALL NIO INC Consumer Cyclical 2,062,200.0 $12.4M 0.01% +169K +8.9% $6.03 -7.1%
669 EVH EVOLENT HEALTH INC Healthcare 5,434,032.0 $12.4M 0.01% +165K +3.1% $2.28 +68.4%
670 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 1,128,468.0 $12.4M 0.01% +277K +32.5% $10.97 -10.6%
671 HIMS HIMS & HERS HEALTH INC Healthcare 594,868.0 $12.3M 0.01% +434K +268.8% $20.76 +15.7%
672 SU CALL SUNCOR ENERGY INC NEW Energy 186,400.0 $12.3M 0.01% +91K +96.2% $66.12 +2.6%
673 SKYT SKYWATER TECHNOLOGY INC Technology 449,601.0 $12.3M 0.01% +101K +28.9% $27.41 +28.2%
674 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 110,305.0 $12.2M 0.01% +16K +16.8% $110.91 +4.1%
675 BIOA BIOAGE LABS INC Healthcare 699,190.0 $12.2M 0.01% +359K +105.7% $17.49 -4.3%
676 ESS ESSEX PPTY TR INC Real Estate 50,467.0 $12.2M 0.01% +46K +1074.7% $242.00 +13.1%
677 INSTALLED BLDG PRODS INC 46,051.0 $12.2M 0.01% +37K +384.3% $265.15
678 RF REGIONS FINANCIAL CORP NEW Financial Services 467,033.0 $12.2M 0.01% +213K +83.8% $26.12 +5.4%
679 HUBS HUBSPOT INC Technology 49,966.0 $12.2M 0.01% +18K +58.1% $244.10 -18.7%
680 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 616,106.0 $12.2M 0.01% +204K +49.4% $19.78 -0.9%
Page 34 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%