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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 34 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RL RALPH LAUREN CORP Consumer Cyclical 156,230.0 $55.2M 0.03% NEW $353.61 -6.1%
662 SLB PUT SLB LIMITED Energy 1,435,600.0 $55.1M 0.03% NEW $38.38 +49.6%
663 MRNA CALL MODERNA INC Healthcare 1,866,600.0 $55.0M 0.03% NEW $29.49 +65.3%
664 CROX CROCS INC Consumer Cyclical 641,147.0 $54.8M 0.03% NEW $85.52 +19.7%
665 RH PUT RH Consumer Cyclical 305,900.0 $54.8M 0.03% NEW $179.15 -27.7%
666 QBTS CALL D-WAVE QUANTUM INC Technology 2,095,600.0 $54.8M 0.03% NEW $26.15 -27.0%
667 TRAVERE THERAPEUTICS INC 38,285,000.0 $54.6M 0.03% NEW $1.43
668 FUTU PUT FUTU HLDGS LTD Financial Services 331,500.0 $54.4M 0.03% NEW $164.21 -24.2%
669 NEM PUT NEWMONT CORP Basic Materials 544,500.0 $54.4M 0.03% NEW $99.85 +7.7%
670 PUT NEBIUS GROUP N.V. 649,400.0 $54.4M 0.03% NEW $83.70
671 CALL NEBIUS GROUP N.V. 646,300.0 $54.1M 0.03% NEW $83.71
672 PUT BERKSHIRE HATHAWAY INC DEL 107,200.0 $53.9M 0.03% NEW $502.65
673 CRWV PUT COREWEAVE INC Technology 744,700.0 $53.3M 0.03% NEW $71.61 +41.9%
674 PCRX PACIRA BIOSCIENCES INC Healthcare 2,039,927.0 $52.8M 0.03% NEW $25.88 -13.6%
675 LBRDK LIBERTY BROADBAND CORP Communication Services 1,086,101.0 $52.8M 0.03% NEW $48.60 -29.6%
676 URI UNITED RENTALS INC Industrials 64,906.0 $52.5M 0.03% NEW $809.32 +15.5%
677 ED CONSOLIDATED EDISON INC Utilities 527,311.0 $52.4M 0.03% NEW $99.32 +7.2%
678 QXO INC 943,100.0 $52.2M 0.03% NEW $55.34
679 POOL POOL CORP Industrials 228,078.0 $52.2M 0.03% NEW $228.75 -21.0%
680 MTZ MASTEC INC Industrials 238,882.0 $51.9M 0.03% NEW $217.37 +78.7%
Page 34 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%