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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 46 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 1,212,600.0 $35.0M 0.02% NEW $28.85 +89.0%
902 CTVA CORTEVA INC Basic Materials 520,583.0 $34.9M 0.02% NEW $67.03 +17.8%
903 WDAY PUT WORKDAY INC Technology 162,400.0 $34.9M 0.02% NEW $214.78 -39.8%
904 LNT ALLIANT ENERGY CORP Utilities 536,460.0 $34.9M 0.02% NEW $65.01 +12.3%
905 NSP INSPERITY INC Industrials 899,840.0 $34.8M 0.02% NEW $38.72 -18.8%
906 JBLU JETBLUE AWYS CORP Industrials 7,650,648.0 $34.8M 0.02% NEW $4.55 -3.7%
907 URI CALL UNITED RENTALS INC Industrials 42,700.0 $34.6M 0.02% NEW $809.32 +14.6%
908 AVT AVNET INC Technology 718,251.0 $34.5M 0.02% NEW $48.08 +76.2%
909 DAVE INC 155,695.0 $34.5M 0.02% NEW $221.41
910 IAG IAMGOLD CORP Basic Materials 2,083,614.0 $34.4M 0.02% NEW $16.49 -1.9%
911 RIVIAN AUTOMOTIVE INC 30,550,000.0 $34.3M 0.02% NEW $1.12
912 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,956,349.0 $34.3M 0.02% NEW $17.53 -47.9%
913 ACM AECOM Industrials 358,937.0 $34.2M 0.02% NEW $95.33 -25.0%
914 SPXC SPX TECHNOLOGIES INC Industrials 170,913.0 $34.2M 0.02% NEW $200.06 -2.1%
915 INOD INNODATA INC Technology 671,081.0 $34.2M 0.02% NEW $50.95 +73.1%
916 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 237,500.0 $34.2M 0.02% NEW $143.89 +17.4%
917 ESAB ESAB CORPORATION Industrials 304,941.0 $34.1M 0.02% NEW $111.72 -24.4%
918 HCA CALL HCA HEALTHCARE INC Healthcare 72,900.0 $34.0M 0.02% NEW $466.86 -13.3%
919 UPSTART HLDGS INC 38,874,000.0 $33.9M 0.02% NEW $0.87
920 JETBLUE AIRWAYS CORP 34,894,000.0 $33.9M 0.02% NEW $0.97
Page 46 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%