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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 11 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GNL GLOBAL NET LEASE INC Real Estate 391,782.0 $3.7M 0.00% NEW $9.36 -1.0%
202 KGC PUT KINROSS GOLD CORP Basic Materials 120,000.0 $3.7M 0.00% NEW $30.52 -4.3%
203 AGBK AGI INC Financial Services 500,000.0 $3.6M 0.00% NEW $7.27 -1.5%
204 MEVO M EVO GBL ACQUISITION CORP I Financial Services 368,930.0 $3.6M 0.00% NEW $9.84 +0.6%
205 JOYY JOYY INC Communication Services 61,388.0 $3.6M 0.00% NEW $58.39 -2.8%
206 HWC HANCOCK WHITNEY CORPORATION Financial Services 56,006.0 $3.6M 0.00% NEW $63.59 +3.0%
207 AKR ACADIA RLTY TR Real Estate 186,147.0 $3.6M 0.00% NEW $19.12 +10.5%
208 WMT PUT WALMART INC Consumer Defensive 28,600.0 $3.6M 0.00% NEW $124.28 +5.8%
209 WST WEST PHARMACEUTICAL SVSC INC Healthcare 14,001.0 $3.5M 0.00% NEW $250.64 +21.9%
210 TRG LATIN AMER ACQUIS CORP 350,000.0 $3.5M 0.00% NEW $9.95
211 BITCOIN INFRASTRUCTURE ACQUI 351,309.0 $3.5M 0.00% NEW $9.90
212 FVRR PUT FIVERR INTL LTD Communication Services 344,100.0 $3.4M 0.00% NEW $10.02 +7.2%
213 ROAD CONSTRUCTION PARTNERS INC Industrials 30,842.0 $3.4M 0.00% NEW $111.12 +4.5%
214 HLIO HELIOS TECHNOLOGIES INC Industrials 52,938.0 $3.4M 0.00% NEW $64.71 +19.3%
215 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 185,754.0 $3.4M 0.00% NEW $18.38 -3.6%
216 WPAC WHITE PEARL ACQUISITION CORP Financial Services 345,000.0 $3.4M 0.00% NEW $9.86 +1.0%
217 PDS CALL PRECISION DRILLING CORP Energy 34,500.0 $3.4M 0.00% NEW $98.39 -3.6%
218 EQPT EQUIPMENTSHARE COM INC Industrials 162,054.0 $3.3M 0.00% NEW $20.37 +15.1%
219 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 11,700.0 $3.3M 0.00% NEW $280.76 +29.5%
220 PTC PTC INC Technology 23,050.0 $3.3M 0.00% NEW $142.49 -0.8%
Page 11 of 36  ·  711 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%