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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 32 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LSGR NATIXIS ETF TRUST II 7,165.0 $282K NEW $39.39 +15.2%
622 OAKTREE SPECIALTY LENDING 24,714.0 $279K NEW $11.30
623 PIPR PUT PIPER SANDLER COMPANIES Financial Services 3,600.0 $276K NEW $76.55 +2.8%
624 RDVY FIRST TR EXCHANGE TRADED FD 3,960.0 $270K NEW $68.28 +7.8%
625 EFAV ISHARES TR 2,900.0 $265K NEW $91.37 -0.4%
626 MICC CALL MAGNUM ICE CREAM CO NV Consumer Defensive 17,140.0 $256K NEW $14.95 +7.3%
627 VNO VORNADO RLTY TR Real Estate 9,785.0 $254K NEW $25.99 +19.3%
628 PCOR PROCORE TECHNOLOGIES INC Technology 4,427.0 $252K NEW $57.00 -18.3%
629 APEI AMERICAN PUB ED INC Consumer Defensive 4,390.0 $250K NEW $56.88 -4.0%
630 FCOM FIDELITY COVINGTON TRUST 3,655.0 $249K NEW $68.12 +9.1%
631 BTGO BITGO HOLDINGS INC Financial Services 30,094.0 $248K NEW $8.23 +5.1%
632 TMDX TRANSMEDICS GROUP INC Healthcare 2,481.0 $247K NEW $99.41 -33.4%
633 PFS PROVIDENT FINL SVCS INC Financial Services 11,572.0 $245K NEW $21.16 +2.1%
634 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 5,963.0 $241K NEW $40.47 +0.6%
635 HP HELMERICH & PAYNE INC Energy 6,515.0 $235K NEW $36.03 +10.3%
636 RING ISHARES INC 2,930.0 $231K NEW $78.98 -2.4%
637 CALL ALLIED GOLD CORP 7,200.0 $223K NEW $30.99
638 ENTG CALL ENTEGRIS INC Technology 1,900.0 $223K NEW $117.24 +14.7%
639 VERA VERA THERAPEUTICS INC Healthcare 5,500.0 $221K NEW $40.23 -9.9%
640 UDR UDR INC Real Estate 6,543.0 $221K NEW $33.78 +10.3%
Page 32 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%