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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 14 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VSE CORP 50,000.0 $2.5M 0.00% NEW $49.46
262 SAIC SCIENCE APPLICATIONS INTL CO Technology 26,044.0 $2.5M 0.00% NEW $94.92 -2.1%
263 EEFT PUT EURONET WORLDWIDE INC Technology 37,200.0 $2.5M 0.00% NEW $66.37 -0.4%
264 CHYM PUT CHIME FINL INC Financial Services 131,400.0 $2.5M 0.00% NEW $18.73 -6.3%
265 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 25,000.0 $2.5M 0.00% NEW $98.42 -1.4%
266 RVMD PUT REVOLUTION MEDICINES INC Healthcare 25,000.0 $2.4M 0.00% NEW $97.25 +49.8%
267 KRYS CALL KRYSTAL BIOTECH INC Healthcare 9,400.0 $2.4M 0.00% NEW $258.32 +18.6%
268 GGAL CALL GRUPO FINANCIERO GALICIA S.A Financial Services 51,900.0 $2.4M 0.00% NEW $46.71 -12.7%
269 HST HOST HOTELS & RESORTS INC Real Estate 125,511.0 $2.4M 0.00% NEW $19.16 +11.6%
270 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 38,578.0 $2.4M 0.00% NEW $61.35 -23.2%
271 ALX ALEXANDERS INC Real Estate 9,912.0 $2.3M 0.00% NEW $236.20 +0.2%
272 LCII CALL LCI INDS Consumer Cyclical 19,000.0 $2.3M 0.00% NEW $122.98 -9.7%
273 KNTK KINETIK HOLDINGS INC Energy 48,014.0 $2.3M 0.00% NEW $48.41 +5.9%
274 CAI CARIS LIFE SCIENCES INC Healthcare 129,577.0 $2.3M 0.00% NEW $17.88 -15.5%
275 ZBH PUT ZIMMER BIOMET HOLDINGS INC Healthcare 25,600.0 $2.3M 0.00% NEW $90.42 -7.4%
276 RDW CALL REDWIRE CORPORATION Industrials 271,500.0 $2.3M 0.00% NEW $8.50 +65.4%
277 RNST RENASANT CORP Financial Services 63,742.0 $2.3M 0.00% NEW $36.13 +8.3%
278 HTO H2O AMERICA Utilities 39,175.0 $2.3M 0.00% NEW $58.67 -5.8%
279 BELFB CALL BEL FUSE INC Technology 11,600.0 $2.3M 0.00% NEW $197.98 +30.5%
280 WK WORKIVA INC Technology 38,461.0 $2.3M 0.00% NEW $59.63 -20.5%
Page 14 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%