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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 65 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 21,100.0 $790K +15K +238.5% $37.45 -5.7%
1282 WIX CALL WIX COM LTD Technology 8,600.0 $775K +4K +72.0% $90.07 -41.5%
1283 NKTX NKARTA INC Healthcare 356,932.0 $753K +174K +94.7% $2.11 +33.2%
1284 RAIL FREIGHTCAR AMER INC Industrials 91,997.0 $733K +21K +28.9% $7.97 +4.3%
1285 EOSE EOS ENERGY ENTERPRISES INC Industrials 147,439.0 $731K +120K +440.2% $4.96 +64.7%
1286 ARQ INC 281,828.0 $721K +232K +461.8% $2.56
1287 SRRK SCHOLAR ROCK HLDG CORP Healthcare 14,644.0 $720K +709.0 +5.1% $49.16 +4.3%
1288 ARDT ARDENT HEALTH INC Healthcare 83,714.0 $717K +9K +11.6% $8.56 +18.0%
1289 LENNAR CORP 8,505.0 $715K +2K +22.6% $84.12
1290 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 17,053.0 $715K +1K +8.0% $41.90 -6.7%
1291 CBAN COLONY BANKCORP INC Financial Services 35,686.0 $713K +23K +192.1% $19.97 -3.5%
1292 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 10,000.0 $712K +4K +58.7% $71.18 -12.0%
1293 PANL PANGAEA LOGISTICS SOLUTION L Industrials 96,739.0 $685K +25K +35.0% $7.08 +16.8%
1294 PONY AI INC 72,469.0 $684K +18K +32.8% $9.44
1295 SMIN ISHARES TR 11,343.0 $680K +5K +77.8% $59.96 +10.5%
1296 BOC BOSTON OMAHA CORP Communication Services 57,931.0 $677K +28K +96.5% $11.68 -5.3%
1297 ARCB ARCBEST CORP Industrials 6,869.0 $676K +1K +22.9% $98.36 +24.8%
1298 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 351,103.0 $665K +250K +246.9% $1.89 +56.9%
1299 CLAR CLARUS CORP NEW Consumer Cyclical 243,446.0 $662K +56K +30.2% $2.72 +0.4%
1300 CWCO CONSOLIDATED WATER CO INC Utilities 19,983.0 $662K +14K +243.4% $33.12 -11.5%
Page 65 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%