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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 27 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 YORW YORK WTR CO Utilities 19,177.0 $584K NEW $30.45 -4.5%
522 HHH PUT HOWARD HUGHES HOLDINGS INC Real Estate 9,100.0 $576K NEW $63.26 +0.8%
523 FN PUT FABRINET Technology 1,100.0 $574K NEW $521.52 +38.4%
524 NPCE NEUROPACE INC Healthcare 43,625.0 $574K NEW $13.15 +16.8%
525 INSP PUT INSPIRE MED SYS INC Healthcare 11,100.0 $573K NEW $51.58 -22.4%
526 DTCR GLOBAL X FDS 23,120.0 $554K NEW $23.96 +23.4%
527 XPH SPDR SERIES TRUST 10,236.0 $554K NEW $54.09 +3.1%
528 LHX CALL L3HARRIS TECHNOLOGIES INC Industrials 1,600.0 $552K NEW $345.15 -12.1%
529 DCI DONALDSON INC Industrials 6,500.0 $552K NEW $84.87 -3.5%
530 NCNO CALL NCINO INC Technology 36,600.0 $548K NEW $14.98 -0.1%
531 UTZ CALL UTZ BRANDS INC Consumer Defensive 68,700.0 $544K NEW $7.92 -11.1%
532 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 27,479.0 $543K NEW $19.77 +0.3%
533 BAP PUT CREDICORP LTD Financial Services 1,600.0 $543K NEW $339.18 -10.4%
534 IVLU ISHARES TR 13,581.0 $539K NEW $39.68 +6.6%
535 XMMO INVESCO EXCHANGE TRADED FD T 3,700.0 $537K NEW $145.02 +11.1%
536 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 61,200.0 $529K NEW $8.65 +52.0%
537 ENTERGY CORP NEW 4,707.0 $529K NEW $112.36
538 FTXO FIRST TR EXCHANGE TRADED FD 14,443.0 $522K NEW $36.17 +3.2%
539 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 128,955.0 $522K NEW $4.05 -1.0%
540 ALK CALL ALASKA AIR GROUP INC Industrials 14,100.0 $519K NEW $36.78 +0.4%
Page 27 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%