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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 36 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 15,500.0 $43K NEW $2.79 +12.2%
702 MESHFLOW ACQUISITION CORP 166,666.0 $42K NEW $0.25
703 LEGATO MERGER CORP IV 125,000.0 $40K NEW $0.32
704 KARBON CAP PARTNERS CORP 100,000.0 $40K NEW $0.40
705 XEROX HOLDINGS CORP 430,446.0 $39K NEW $0.09
706 MUZERO ACQUISITION CORP 162,500.0 $37K NEW $0.23
707 GENERAL PURP ACQUISITION COR 150,000.0 $36K NEW $0.24
708 AMERICAN DRIVE ACQUISITION C 116,666.0 $35K NEW $0.30
709 MOUNTAIN LAKE ACQUISIT CORP 162,500.0 $21K NEW $0.13
710 DAEDALUS SPL ACQUISITION COR 50,000.0 $20K NEW $0.39
711 CALL XEROX HOLDINGS CORP 125,000.0 $11K NEW $0.09
Page 36 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%