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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 18 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ERO CALL ERO COPPER CORP Basic Materials 59,700.0 $1.6M 0.00% NEW $26.67 +2.2%
342 RITM PUT RITHM CAPITAL CORP Real Estate 166,900.0 $1.6M 0.00% NEW $9.48 -3.7%
343 TNL CALL TRAVEL PLUS LEISURE CO Consumer Cyclical 22,800.0 $1.6M 0.00% NEW $69.19 -9.6%
344 VIV TELEFONICA BRASIL SA Communication Services 98,994.0 $1.6M 0.00% NEW $15.91 -11.9%
345 EZU ISHARES INC 25,129.0 $1.6M 0.00% NEW $62.64 +6.6%
346 SPMO INVESCO EXCH TRADED FD TR II 13,896.0 $1.6M 0.00% NEW $112.11 +26.1%
347 MANH PUT MANHATTAN ASSOCIATES INC Technology 11,700.0 $1.6M 0.00% NEW $133.12 -1.4%
348 TMUS PUT T-MOBILE US INC Communication Services 7,400.0 $1.6M 0.00% NEW $210.03 -11.8%
349 CERIBELL INC 84,721.0 $1.6M 0.00% NEW $18.33
350 BLD PUT TOPBUILD COR Industrials 4,400.0 $1.5M 0.00% NEW $351.30 +15.7%
351 WSTN WESTIN ACQUISITION CORP Financial Services 154,700.0 $1.5M 0.00% NEW $9.99 +0.6%
352 ASB ASSOCIATED BANC-CORP Financial Services 59,265.0 $1.5M 0.00% NEW $25.86 +6.3%
353 NEXT PUT NEXTDECADE CORP Energy 200,000.0 $1.5M 0.00% NEW $7.66 +19.1%
354 VTEB VANGUARD MUN BD FDS 30,492.0 $1.5M 0.00% NEW $49.89 -0.1%
355 PUT TECHNIPFMC PLC 21,900.0 $1.5M 0.00% NEW $69.13
356 GTM ZOOMINFO TECHNOLOGIES INC Technology 250,215.0 $1.5M 0.00% NEW $5.98 -35.5%
357 HRB PUT BLOCK H & R INC Consumer Cyclical 46,800.0 $1.5M 0.00% NEW $31.74 +17.4%
358 GH PUT GUARDANT HEALTH INC Healthcare 15,900.0 $1.5M 0.00% NEW $92.37 +2.8%
359 NWBI NORTHWEST BANCSHARES INC Financial Services 115,014.0 $1.5M 0.00% NEW $12.69 +5.6%
360 LEAPFROG ACQUISITION CORP 145,991.0 $1.4M 0.00% NEW $9.93
Page 18 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%