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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 57 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 RAMP LIVERAMP HLDGS INC Technology 79,196.0 $2.1M 0.00% +13K +19.0% $26.52 +11.8%
1122 YPF CALL YPF SOCIEDAD ANONIMA Energy 45,400.0 $2.1M 0.00% +1K +2.5% $46.22 -5.5%
1123 THRY THRYV HLDGS INC Communication Services 764,821.0 $2.1M 0.00% +478K +167.0% $2.74 +24.8%
1124 NTNX PUT NUTANIX INC Technology 54,700.0 $2.1M 0.00% +30K +121.5% $38.01 +21.9%
1125 TFC CALL TRUIST FINL CORP Financial Services 45,000.0 $2.1M 0.00% +27K +151.4% $45.97 +2.2%
1126 FUTURECREST ACQUISITION CORP 205,000.0 $2.1M 0.00% +105K +105.0% $10.06
1127 KMX CALL CARMAX INC Consumer Cyclical 49,400.0 $2.1M 0.00% +39K +389.1% $41.58 -11.2%
1128 COUR COURSERA INC Consumer Defensive 350,420.0 $2.0M 0.00% +135K +62.8% $5.82 -9.3%
1129 DOCN CALL DIGITALOCEAN HLDGS INC Technology 23,700.0 $2.0M 0.00% +4K +18.5% $85.78 +80.5%
1130 WGS CALL GENEDX HOLDINGS CORP Healthcare 31,300.0 $2.0M 0.00% +15K +89.7% $64.22 -36.5%
1131 AMPY AMPLIFY ENERGY CORP NEW Energy 322,029.0 $2.0M 0.00% +216K +203.5% $6.24 -15.9%
1132 IOT PUT SAMSARA INC Technology 63,300.0 $2.0M 0.00% +11K +20.1% $31.69 -6.7%
1133 CMTG CLAROS MTG TR INC Real Estate 837,412.0 $2.0M 0.00% +18K +2.1% $2.38 -11.3%
1134 FG F&G ANNUITIES & LIFE INC Financial Services 78,052.0 $2.0M 0.00% +38K +96.7% $25.32 +10.7%
1135 BOTZ GLOBAL X FDS 59,336.0 $2.0M 0.00% +50K +566.3% $33.22 +19.9%
1136 UVE UNIVERSAL INS HLDGS INC Financial Services 57,530.0 $2.0M 0.00% +23K +68.0% $34.16 +13.4%
1137 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 252,034.0 $1.9M 0.00% +154K +157.6% $7.72 -8.9%
1138 HELE PUT HELEN OF TROY LTD Consumer Defensive 134,600.0 $1.9M 0.00% +5K +3.5% $14.42 +56.8%
1139 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 696,257.0 $1.9M 0.00% +79K +12.8% $2.78 -10.1%
1140 SLG CALL SL GREEN RLTY CORP Real Estate 52,100.0 $1.9M 0.00% +14K +38.2% $36.94 +14.9%
Page 57 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%