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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 40 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CEVA CEVA INC Technology 470,387.0 $8.8M 0.01% +244K +107.7% $18.68 +105.8%
782 AXGN AXOGEN INC Healthcare 265,009.0 $8.8M 0.01% +104K +64.8% $33.13 +24.7%
783 PNRG PRIMEENERGY RESOURCES CORP Energy 37,565.0 $8.7M 0.01% +29K +328.6% $232.85 +5.6%
784 PARR PAR PAC HOLDINGS INC Energy 139,235.0 $8.7M 0.01% +24K +21.1% $62.64 -7.7%
785 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 850,000.0 $8.7M 0.01% +750K +750.0% $10.24 +0.7%
786 UWMC UWM HOLDINGS CORPORATION Financial Services 2,390,567.0 $8.7M 0.01% +1.9M +384.4% $3.62 -16.9%
787 TLS TELOS CORP MD Technology 2,051,316.0 $8.6M 0.01% +415K +25.3% $4.19 +11.7%
788 CAL REDWOOD ACQUISITION CORP 842,761.0 $8.6M 0.01% +209K +32.9% $10.15
789 MAGN MAGNERA CORP Industrials 896,215.0 $8.5M 0.01% +91K +11.2% $9.51 +11.0%
790 AVBP ARRIVENT BIOPHARMA INC Healthcare 368,795.0 $8.5M 0.01% +135K +58.1% $23.07 +17.0%
791 MSA MSA SAFETY INC Industrials 51,828.0 $8.5M 0.01% +18K +53.1% $163.95 +2.8%
792 AFRM AFFIRM HLDGS INC Technology 185,347.0 $8.5M 0.01% +30K +19.2% $45.82 +46.6%
793 WPP WPP PLC NEW Communication Services 545,621.0 $8.5M 0.01% +332K +154.9% $15.55 +19.2%
794 NESR NATIONAL ENERGY SERVICES REU Energy 394,921.0 $8.5M 0.01% +322K +438.0% $21.47 +22.4%
795 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 205,000.0 $8.5M 0.01% +156K +314.1% $41.27 +27.1%
796 IPI INTREPID POTASH INC Basic Materials 196,966.0 $8.4M 0.01% +38K +23.9% $42.77 -5.6%
797 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 842,500.0 $8.4M 0.01% +100K +13.5% $9.94 +0.6%
798 GSL GLOBAL SHIP LEASE INC Industrials 224,523.0 $8.4M 0.01% +153K +212.9% $37.23 +10.0%
799 VNT VONTIER CORPORATION Technology 235,210.0 $8.3M 0.01% +60K +34.4% $35.47 -19.9%
800 EBS EMERGENT BIOSOLUTIONS INC Healthcare 1,003,912.0 $8.3M 0.01% +281K +38.8% $8.30 +0.8%
Page 40 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%