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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 25 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IWB ISHARES TR 2,029.0 $723K NEW $356.56 +12.8%
482 AA CALL ALCOA CORP Basic Materials 10,900.0 $723K NEW $66.33 -5.6%
483 EQX PUT EQUINOX GOLD CORP Basic Materials 50,000.0 $722K NEW $14.44 -8.4%
484 NNN CALL NNN REIT INC Real Estate 16,800.0 $706K NEW $42.03 +4.0%
485 WEBULL CORP 146,441.0 $703K NEW $4.80
486 PICK ISHARES INC 12,380.0 $701K NEW $56.63 +10.7%
487 FDS CALL FACTSET RESH SYS INC Financial Services 3,200.0 $694K NEW $216.99 -2.0%
488 PJT PUT PJT PARTNERS INC Financial Services 4,900.0 $685K NEW $139.72 +12.0%
489 PJT CALL PJT PARTNERS INC Financial Services 4,900.0 $685K NEW $139.72 +12.0%
490 BAI BLACKROCK ETF TRUST 20,644.0 $680K NEW $32.95 +38.1%
491 WK CALL WORKIVA INC Technology 11,400.0 $680K NEW $59.63 -20.5%
492 CWEN CALL CLEARWAY ENERGY INC Utilities 17,300.0 $680K NEW $39.29 -7.5%
493 FIDELIS INSURANCE HOLDINGS L 35,563.0 $680K NEW $19.11
494 WTTR SELECT WATER SOLUTIONS INC Utilities 44,258.0 $677K NEW $15.30 +23.9%
495 RITM CALL RITHM CAPITAL CORP Real Estate 71,400.0 $677K NEW $9.48 -3.7%
496 HPQ CALL HP INC Technology 35,200.0 $676K NEW $19.21 +8.3%
497 IDMO INVESCO EXCH TRADED FD TR II 12,279.0 $673K NEW $54.84 +7.9%
498 BC BRUNSWICK CORP Consumer Cyclical 9,220.0 $671K NEW $72.76 +5.1%
499 DSGX PUT DESCARTES SYS GROUP INC Technology 9,300.0 $666K NEW $71.56 -5.4%
500 SMC SUMMIT MIDSTREAM CORPORATION Energy 21,763.0 $658K NEW $30.24 +6.3%
Page 25 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%