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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 34 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TTAM TITAN AMER SA Basic Materials 11,584.0 $174K NEW $14.98 +8.9%
662 BRT BRT APARTMENTS CORP Real Estate 12,864.0 $172K NEW $13.34 +7.0%
663 AGNC PUT AGNC INVT CORP Real Estate 16,600.0 $166K NEW $10.03 +3.1%
664 AGMB AGOMAB THERAPEUTICS NV Healthcare 15,326.0 $161K NEW $10.49 +0.6%
665 SDGR SCHRODINGER INC Healthcare 14,041.0 $160K NEW $11.36 +11.1%
666 IRT INDEPENDENCE RLTY TR INC Real Estate 10,645.0 $159K NEW $14.89 +9.1%
667 BLUEPORT ACQUISITION LTD 15,610.0 $156K NEW $10.01
668 ADAMM ADAMAS TRUST INC. Financial Services 19,732.0 $145K NEW $7.36 +246.5%
669 PALLADYNE AI CORP 23,101.0 $140K NEW $6.07
670 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 44,856.0 $138K NEW $3.07 -5.2%
671 EAGLE NUCLEAR ENERGY CORP 87,883.0 $132K NEW $1.50
672 FSK PUT FS KKR CAP CORP Financial Services 12,500.0 $127K NEW $10.18 +6.1%
673 EPM EVOLUTION PETE CORP Energy 27,688.0 $127K NEW $4.58 +1.7%
674 INFINITE EAGLE ACQUISITION C 625,000.0 $112K NEW $0.18
675 ASM AVINO SILVER & GOLD MINES LT Basic Materials 16,900.0 $107K NEW $6.35 +12.5%
676 GPK PUT GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10,000.0 $99K NEW $9.94 +2.7%
677 SOREN ACQUISITION CORP 308,333.0 $99K NEW $0.32
678 ATAIBECKLEY INC 27,419.0 $97K NEW $3.54
679 PHR PHREESIA INC Healthcare 11,541.0 $97K NEW $8.38 +4.7%
680 CHURCHILL CAP CORP XI 129,718.0 $94K NEW $0.73
Page 34 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%