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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 45 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ILMN ILLUMINA INC Healthcare 47,575.0 $5.9M 0.00% +24K +103.2% $123.26 +17.5%
882 CSLM DIGITA ASSET ACQ CORP I 571,977.0 $5.7M 0.00% +510K +828.4% $10.04
883 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 331,941.0 $5.7M 0.00% +251K +307.6% $17.30 +14.9%
884 HOG PUT HARLEY DAVIDSON INC Consumer Cyclical 282,800.0 $5.7M 0.00% +2K +0.5% $20.22 +14.7%
885 SCHW PUT SCHWAB CHARLES CORP Financial Services 60,700.0 $5.7M 0.00% +23K +61.9% $93.98 -4.1%
886 WCC WESCO INTL INC Industrials 20,687.0 $5.7M 0.00% +10K +86.5% $273.62 +27.9%
887 LILA LIBERTY LATIN AMERICA LTD Communication Services 654,606.0 $5.7M 0.00% +87K +15.3% $8.64 -5.1%
888 ABVX ABIVAX SA Healthcare 50,550.0 $5.6M 0.00% +33K +187.2% $111.35 +11.4%
889 RCUS ARCUS BIOSCIENCES INC Healthcare 259,400.0 $5.6M 0.00% +174K +203.1% $21.60 +9.9%
890 OFG OFG BANCORP Financial Services 138,335.0 $5.6M 0.00% +50K +56.0% $40.46 +11.7%
891 FPI FARMLAND PARTNERS INC Real Estate 494,364.0 $5.6M 0.00% +241K +95.4% $11.23 -6.8%
892 AAP PUT ADVANCE AUTO PARTS INC Consumer Cyclical 105,100.0 $5.5M 0.00% +55K +109.8% $52.75 +11.1%
893 IOT SAMSARA INC Technology 174,087.0 $5.5M 0.00% +164K +1580.9% $31.69 -4.9%
894 BCAX BICARA THERAPEUTICS INC Healthcare 276,943.0 $5.5M 0.00% +140K +102.9% $19.89 +4.8%
895 SM PUT SM ENERGY COMPANY Energy 176,200.0 $5.5M 0.00% +79K +81.7% $31.18 +11.6%
896 DUOL CALL DUOLINGO INC Technology 55,600.0 $5.5M 0.00% +1K +1.8% $98.57 +7.2%
897 ORGO ORGANOGENESIS HLDGS INC Healthcare 2,297,974.0 $5.4M 0.00% +309K +15.6% $2.37 +12.2%
898 ECVT ECOVYST INC Basic Materials 422,463.0 $5.4M 0.00% +394K +1365.6% $12.86 +3.7%
899 RZLT REZOLUTE INC Healthcare 1,765,980.0 $5.4M 0.00% +1.5M +608.1% $3.05 +5.6%
900 PSX PHILLIPS 66 Energy 29,386.0 $5.4M 0.00% +25K +612.0% $182.18 -1.6%
Page 45 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%