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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 29 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AII AMERICAN INTEGRITY INS GROUP Financial Services 22,188.0 $428K NEW $19.28 -12.1%
562 DFIV DIMENSIONAL ETF TRUST 7,943.0 $419K NEW $52.78 +4.7%
563 RCAT CALL RED CAT HLDGS INC Technology 31,900.0 $418K NEW $13.09 -31.9%
564 TYL PUT TYLER TECHNOLOGIES INC Technology 1,200.0 $411K NEW $342.38 -5.5%
565 CALL MOOG INC 1,400.0 $410K NEW $292.64
566 DOO CALL BRP INC Consumer Cyclical 5,700.0 $410K NEW $71.86 -23.4%
567 OFRM ONCE UPON A FARM PBC Consumer Defensive 25,000.0 $409K NEW $16.35 -3.4%
568 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,399.0 $405K NEW $74.94 +7.4%
569 BCO PUT BRINKS CO Industrials 3,900.0 $404K NEW $103.63 +2.6%
570 ESE PUT ESCO TECHNOLOGIES INC Technology 1,400.0 $394K NEW $281.37 +3.3%
571 CALL EVEREST GROUP LTD 1,200.0 $392K NEW $326.85
572 DFLV DIMENSIONAL ETF TRUST 10,887.0 $389K NEW $35.71 +6.9%
573 EBF ENNIS INC Industrials 18,079.0 $387K NEW $21.42 -4.8%
574 POOL CALL POOL CORP Industrials 1,900.0 $384K NEW $202.33 -11.5%
575 NSP CALL INSPERITY INC Industrials 14,200.0 $384K NEW $27.04 +19.2%
576 TCAF T ROWE PRICE ETF INC 10,757.0 $383K NEW $35.59 +12.2%
577 VYGR VOYAGER THERAPEUTICS INC Healthcare 98,716.0 $381K NEW $3.86 -5.8%
578 KDEF EXCHANGE LISTED FDS TR 7,182.0 $379K NEW $52.73 +0.6%
579 TRMK TRUSTMARK CORP Financial Services 8,826.0 $372K NEW $42.14 +3.6%
580 VIZSLA SILVER CORP 112,140.0 $370K NEW $3.30
Page 29 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%