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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 52 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DEO PUT DIAGEO PLC Consumer Defensive 42,600.0 $3.2M 0.00% +8K +23.5% $74.45 +15.5%
1022 CGON CG ONCOLOGY INC Healthcare 46,610.0 $3.2M 0.00% +24K +102.4% $67.68 -4.6%
1023 TIPT TIPTREE INC Financial Services 186,037.0 $3.1M 0.00% +46K +33.2% $16.92 -0.2%
1024 LCID CALL LUCID GROUP INC Consumer Cyclical 329,500.0 $3.1M 0.00% +30K +10.0% $9.53 -38.7%
1025 FIVN PUT FIVE9 INC Technology 206,700.0 $3.1M 0.00% +78K +60.5% $15.17 +44.0%
1026 MGM CALL MGM RESORTS INTERNATIONAL Consumer Cyclical 84,500.0 $3.1M 0.00% +45K +113.9% $37.01 +1.8%
1027 THRM GENTHERM INC Consumer Cyclical 112,539.0 $3.1M 0.00% +28K +32.8% $27.78 +12.3%
1028 SYBT STOCK YDS BANCORP INC Financial Services 46,981.0 $3.1M 0.00% +9K +22.7% $66.29 +7.1%
1029 GLOB PUT GLOBANT S A Technology 67,500.0 $3.1M 0.00% +30K +81.9% $46.11 -11.9%
1030 LOVE LOVESAC COMPANY Consumer Cyclical 210,597.0 $3.1M 0.00% +50K +31.0% $14.77 +7.2%
1031 ALK PUT ALASKA AIR GROUP INC Industrials 84,400.0 $3.1M 0.00% +20K +31.5% $36.78 +11.7%
1032 GOGO GOGO INC Communication Services 769,562.0 $3.1M 0.00% +45K +6.3% $4.02 -0.5%
1033 PSN PARSONS CORP DEL Industrials 56,643.0 $3.1M 0.00% +16K +39.5% $54.17 -4.7%
1034 WPC CALL WP CAREY INC Real Estate 45,100.0 $3.1M 0.00% +16K +56.6% $67.96 +10.4%
1035 MGNX MACROGENICS INC Healthcare 1,058,424.0 $3.1M 0.00% +302K +39.9% $2.89 +46.7%
1036 EGHT 8X8 INC NEW Technology 1,836,145.0 $3.0M 0.00% +1.1M +152.8% $1.66 +28.3%
1037 EVR PUT EVERCORE INC Financial Services 10,200.0 $3.0M 0.00% +6K +121.7% $298.51 +16.0%
1038 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 136,300.0 $3.0M 0.00% +55K +67.2% $22.27 -10.0%
1039 SWKS PUT SKYWORKS SOLUTIONS INC Technology 56,600.0 $3.0M 0.00% +43K +307.2% $53.55 +38.8%
1040 SCHA SCHWAB STRATEGIC TR 104,145.0 $3.0M 0.00% +77K +278.3% $29.08 +14.1%
Page 52 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%