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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 66 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ENCORE ENERGY CORP 365,743.0 $658K +36K +10.8% $1.80
1302 TLN TALEN ENERGY CORP Utilities 2,045.0 $653K +85.0 +4.3% $319.23 +4.0%
1303 BZUN BAOZUN INC Consumer Cyclical 269,491.0 $644K +133K +97.1% $2.39 +4.0%
1304 TCX TUCOWS INC Technology 36,908.0 $633K +2K +6.2% $17.16 -14.4%
1305 RWR SPDR SERIES TRUST 6,195.0 $626K +1K +25.5% $100.97 +8.0%
1306 FSBC FIVE STAR BANCORP Financial Services 16,426.0 $620K +5K +49.0% $37.72 +8.1%
1307 CHCO CITY HLDG CO Financial Services 5,167.0 $618K +3K +144.3% $119.52 +2.2%
1308 CNXC CALL CONCENTRIX CORP Technology 22,500.0 $616K +1K +4.7% $27.36 -13.3%
1309 GDRX GOODRX HLDGS INC Healthcare 312,128.0 $612K +80K +34.7% $1.96 +24.5%
1310 BL BLACKLINE INC Technology 16,525.0 $611K +3K +22.9% $37.00 -25.1%
1311 EHTH EHEALTH INC Financial Services 469,551.0 $606K +165K +54.1% $1.29 +41.1%
1312 BOOM DMC GLOBAL INC Energy 115,994.0 $604K +44K +62.2% $5.21 +34.4%
1313 SPT SPROUT SOCIAL INC Technology 103,011.0 $587K +31K +43.3% $5.70 +10.7%
1314 OLMA OLEMA PHARMACEUTICALS INC Healthcare 39,230.0 $585K +29K +294.1% $14.91 -9.1%
1315 ABCB AMERIS BANCORP Financial Services 7,392.0 $577K +3K +83.2% $77.99 +6.4%
1316 HUYA HUYA INC Communication Services 171,217.0 $565K +76K +79.1% $3.30 -14.4%
1317 ORIC ORIC PHARMACEUTICALS INC Healthcare 44,390.0 $562K +28K +177.1% $12.67 -35.4%
1318 SRAD SPORTRADAR GROUP AG Technology 33,195.0 $556K +4K +14.0% $16.74 -24.5%
1319 AIP ARTERIS INC Technology 32,926.0 $541K +18K +124.8% $16.44 +95.6%
1320 PAR PUT PAR TECHNOLOGY CORP Technology 39,900.0 $532K +28K +229.8% $13.33 +10.8%
Page 66 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%