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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 69 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 FUTU FUTU HLDGS LTD Financial Services 1,688.0 $231K +262.0 +18.4% $136.76 +3.5%
1362 XSW SPDR SERIES TRUST 1,519.0 $216K +230.0 +17.8% $142.29 +10.1%
1363 QDEL CALL QUIDELORTHO CORP Healthcare 12,000.0 $197K +2K +18.8% $16.43 -30.7%
1364 ALIT PUT ALIGHT INC Technology 300,000.0 $175K +200K +200.0% $0.58 +34.9%
1365 SMWB SIMILARWEB LTD Communication Services 58,552.0 $153K +30K +106.3% $2.61 +17.6%
1366 WEST WESTROCK COFFEE CO Consumer Defensive 32,215.0 $137K +12K +58.9% $4.25 +96.7%
1367 GOSS GOSSAMER BIO INC Healthcare 389,431.0 $128K +191K +96.0% $0.33 +3.5%
1368 XGN EXAGEN INC Healthcare 34,569.0 $104K +3K +9.5% $3.00 +21.3%
1369 MVST MICROVAST HOLDINGS INC Industrials 57,114.0 $86K +36K +174.4% $1.50 -1.3%
1370 AKBA AKEBIA THREAPEUTICS INC Healthcare 16,106.0 $22K +584.0 +3.8% $1.39 -23.7%
Page 69 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%