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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 2 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,263,792.0 $69.2M 0.04% NEW $54.75 +8.7%
22 SUPER MICRO COMPUTER INC 75,781,000.0 $66.2M 0.04% NEW $0.87
23 SSNC SS&C TECH HLDGS Technology 941,634.0 $63.6M 0.04% NEW $67.57 -4.0%
24 PNR PENTAIR PLC Industrials 596,786.0 $52.0M 0.03% NEW $87.11 -14.0%
25 COPX GLOBAL X FDS 659,684.0 $50.4M 0.03% NEW $76.35 +8.8%
26 VALE VALE S A Basic Materials 2,906,483.0 $46.2M 0.03% NEW $15.91 +4.2%
27 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 482,300.0 $46.0M 0.03% NEW $95.41 +29.8%
28 GDX VANECK ETF TRUST 477,986.0 $43.9M 0.03% NEW $91.77 -4.8%
29 ONDS CALL ONDAS INC Technology 4,686,600.0 $42.4M 0.03% NEW $9.04 +24.0%
30 AMH AMERICAN HOMES 4 RENT Real Estate 1,460,120.0 $40.8M 0.03% NEW $27.92 +9.6%
31 SPIRIT AEROSYSTEMS INC 26,547,000.0 $39.3M 0.02% NEW $1.48
32 CTRE CARETRUST REIT INC Real Estate 1,052,084.0 $38.6M 0.02% NEW $36.65 +14.4%
33 WEC ENERGY GROUP INC 30,958,000.0 $38.3M 0.02% NEW $1.24
34 FPS FORGENT POWER SOLUTIONS INC Industrials 1,208,510.0 $35.4M 0.02% NEW $29.27 +71.5%
35 GEN GEN DIGITAL INC Technology 1,816,359.0 $34.2M 0.02% NEW $18.83 +23.1%
36 ISRG PUT INTUITIVE SURGICAL INC Healthcare 72,200.0 $33.3M 0.02% NEW $460.99 -7.1%
37 WHIRLPOOL CORP 800,000.0 $32.9M 0.02% NEW $41.08
38 PPL CORP 600,000.0 $30.6M 0.02% NEW $51.04
39 ITA ISHARES TR 127,774.0 $27.9M 0.02% NEW $218.67 -0.8%
40 MKSI MKS INC. Technology 120,173.0 $27.6M 0.02% NEW $229.81 +36.6%
Page 2 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%