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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 4 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FISV CALL FISERV INC Technology 301,600.0 $16.8M 0.01% NEW $55.80 -0.8%
62 IQIYI INC 17,400,000.0 $15.8M 0.01% NEW $0.91
63 TM TOYOTA MOTOR CORP Consumer Cyclical 75,537.0 $15.6M 0.01% NEW $206.09 -7.5%
64 JANUS LIVING INC 653,500.0 $15.4M 0.01% NEW $23.57
65 LUV SOUTHWEST AIRLS CO Industrials 393,774.0 $14.8M 0.01% NEW $37.57 +2.5%
66 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 109,930.0 $14.7M 0.01% NEW $133.46 +11.3%
67 OKLO PUT OKLO INC Utilities 285,000.0 $14.1M 0.01% NEW $49.59 +25.5%
68 BZ KANZHUN LIMITED Industrials 1,026,464.0 $13.7M 0.01% NEW $13.39 +5.8%
69 WRB BERKLEY W R CORP Financial Services 200,813.0 $13.3M 0.01% NEW $66.28 +0.3%
70 CHURCHILL CAP CORP XI 1,297,180.0 $13.2M 0.01% NEW $10.17
71 HCC WARRIOR MET COAL INC Energy 136,467.0 $12.7M 0.01% NEW $93.15 -8.6%
72 AMBA AMBARELLA INC Technology 245,165.0 $12.6M 0.01% NEW $51.48 +53.2%
73 MIAMI INTL HLDGS INC 320,762.0 $12.5M 0.01% NEW $38.92
74 SORN SOREN ACQUISITION CORP Financial Services 1,252,000.0 $12.4M 0.01% NEW $9.87 +0.4%
75 MESH MESHFLOW ACQUISITION CORP Financial Services 1,207,700.0 $11.9M 0.01% NEW $9.89 +1.0%
76 UTHR PUT UNITED THERAPEUTICS CORP DEL Healthcare 20,000.0 $11.9M 0.01% NEW $592.98 -4.1%
77 OWL CALL BLUE OWL CAPITAL INC Financial Services 1,288,700.0 $11.8M 0.01% NEW $9.13 +3.6%
78 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 89,184.0 $11.7M 0.01% NEW $131.74 +20.3%
79 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,025,496.0 $11.6M 0.01% NEW $11.27 +10.9%
80 TOL TOLL BROTHERS INC Consumer Cyclical 84,153.0 $11.5M 0.01% NEW $136.47 -7.5%
Page 4 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%