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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 24 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PLUS EPLUS INC Technology 11,021.0 $829K NEW $75.25 +10.4%
462 QLYS CALL QUALYS INC Technology 9,400.0 $826K NEW $87.85 +2.5%
463 HXL CALL HEXCEL CORP NEW Industrials 10,200.0 $825K NEW $80.93 +9.5%
464 IESC CALL IES HOLDINGS INC Industrials 1,700.0 $810K NEW $476.47 +43.2%
465 HHH CALL HOWARD HUGHES HOLDINGS INC Real Estate 12,800.0 $810K NEW $63.26 +0.8%
466 O PUT REALTY INCOME CORP Real Estate 13,100.0 $801K NEW $61.18 -0.1%
467 QIAGEN NV 19,397.0 $777K NEW $40.04
468 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 10,700.0 $775K NEW $72.46 +20.2%
469 AGI CALL ALAMOS GOLD INC Basic Materials 17,400.0 $773K NEW $44.43 -9.3%
470 CALL JBT MAREL CORPORATION 6,000.0 $767K NEW $127.87
471 PUT JBT MAREL CORPORATION 6,000.0 $767K NEW $127.87
472 GOLD CALL GOLD COM INC Financial Services 18,800.0 $754K NEW $40.08 -3.4%
473 ACHR PUT ARCHER AVIATION INC Industrials 145,000.0 $750K NEW $5.17 +14.5%
474 OLLI PUT OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 8,100.0 $746K NEW $92.04 -14.7%
475 MED CALL MEDIFAST INC Consumer Cyclical 72,700.0 $741K NEW $10.19 +22.2%
476 SETM SPROTT FDS TR 22,313.0 $738K NEW $33.08 +4.6%
477 CALL GALAXY DIGITAL INC. 40,000.0 $738K NEW $18.45
478 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 9,053.0 $735K NEW $81.23 -1.8%
479 XEL XCEL ENERGY INC Utilities 9,251.0 $735K NEW $79.44 -1.9%
480 CDLR CADELER A S Industrials 31,183.0 $734K NEW $23.53 +21.3%
Page 24 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%