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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 183 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 GLBE CALL GLOBAL E ONLINE LTD Consumer Cyclical 21,400.0 $841K NEW $39.31 -23.3%
3642 SMTC PUT SEMTECH CORP Technology 11,400.0 $840K NEW $73.69 +92.5%
3643 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 111,822.0 $839K NEW $7.50 +15.9%
3644 CARE CARTER BANKSHARES INC Financial Services 42,616.0 $838K NEW $19.66 +37.1%
3645 DFH DREAM FINDERS HOMES INC Consumer Cyclical 48,992.0 $838K NEW $17.10 -14.4%
3646 FWRD FORWARD AIR CORP Industrials 33,509.0 $838K NEW $25.00 -66.6%
3647 KRMN KARMAN HLDGS INC Industrials 11,429.0 $836K NEW $73.17 -10.8%
3648 METCB RAMACO RES INC Energy 71,022.0 $835K NEW $11.75 -16.8%
3649 WLFC WILLIS LEASE FIN CORP Industrials 6,137.0 $832K NEW $135.64 +31.8%
3650 NGNE NEUROGENE INC Healthcare 40,347.0 $831K NEW $20.60 +34.0%
3651 RGTI PUT RIGETTI COMPUTING INC Technology 37,500.0 $831K NEW $22.15 -23.8%
3652 POWL PUT POWELL INDS INC Industrials 2,600.0 $829K NEW $318.78 -15.0%
3653 CACC CREDIT ACCEP CORP MICH Financial Services 1,869.0 $829K NEW $443.46 +23.4%
3654 PII CALL POLARIS INC Consumer Cyclical 13,100.0 $829K NEW $63.25 -0.3%
3655 PATK PATRICK INDS INC Consumer Cyclical 7,627.0 $827K NEW $108.43 -16.8%
3656 DOC HEALTHPEAK PROPERTIES INC Real Estate 51,380.0 $826K NEW $16.08 +22.1%
3657 TRNS CALL TRANSCAT INC Industrials 14,500.0 $823K NEW $56.73 +19.6%
3658 AVAV PUT AEROVIRONMENT INC Industrials 3,400.0 $822K NEW $241.89 -32.6%
3659 INDI INDIE SEMICONDUCTOR INC Technology 232,802.0 $822K NEW $3.53 +18.4%
3660 BITFARMS LTD 348,900.0 $821K NEW $2.35
Page 183 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%