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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 36 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SU SUNCOR ENERGY INC NEW Energy 359,088.0 $19.3M 0.01% +249K +225.1% $53.74 +27.3%
702 COP PUT CONOCOPHILLIPS Energy 184,800.0 $19.2M 0.01% +105K +131.0% $103.96 +29.7%
703 ODDITY TECH LTD 1,265,261.0 $19.1M 0.01% +1.2M +4221.7% $15.13
704 ARKG ARK ETF TR 450,224.0 $18.9M 0.01% +316K +236.0% $42.07 +17.5%
705 OKTA OKTA INC Technology 138,061.0 $18.8M 0.01% +88K +174.1% $136.45 -1.0%
706 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 35,071.0 $18.8M 0.01% +5K +16.4% $536.95 -3.8%
707 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 132,100.0 $18.8M 0.01% +4K +2.8% $142.21 +5.6%
708 ZEVRA THERAPEUTICS INC 1,306,949.0 $18.7M 0.01% +460K +54.4% $14.34
709 SPG SIMON PPTY GROUP INC NEW Real Estate 83,220.0 $18.6M 0.01% +36K +75.9% $223.65 -2.4%
710 VLO CALL VALERO ENERGY CORP Energy 70,900.0 $18.5M 0.01% +61K +588.4% $260.44 +34.0%
711 PCG PG&E CORP Utilities 1,094,900.0 $18.4M 0.01% +1.1M +3683.5% $16.82 +4.6%
712 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 2,413,260.0 $18.4M 0.01% +721K +42.6% $7.63 -14.3%
713 CURB CURBLINE PPTYS CORP Real Estate 604,968.0 $18.4M 0.01% +351K +138.1% $30.40 -3.3%
714 CPA COPA HOLDINGS SA Industrials 118,212.0 $18.4M 0.01% +109K +1204.9% $155.57 -16.5%
715 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 70,200.0 $18.3M 0.01% +35K +97.2% $260.64 -14.6%
716 SR SPIRE INC Utilities 234,149.0 $18.3M 0.01% +146K +166.9% $78.09 +3.6%
717 KRG KITE REALTY GROUP TRUST Real Estate 642,888.0 $18.2M 0.01% +366K +132.1% $28.38 -7.9%
718 USAR CALL USA RARE EARTH INC Basic Materials 845,000.0 $18.2M 0.01% +345K +69.0% $21.58 -10.8%
719 RTX CALL RTX CORPORATION Industrials 96,000.0 $18.2M 0.01% +31K +48.1% $189.73 +10.6%
720 BIOA BIOAGE LABS INC Healthcare 742,761.0 $18.2M 0.01% +44K +6.2% $24.51 -61.3%
Page 36 of 87  ·  1,723 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 27.6%
Financial Services 18.4%
Healthcare 11.8%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 6.0%
Energy 4.3%
Basic Materials 3.8%
Consumer Defensive 3.3%
Real Estate 1.8%