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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 47 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 199,302.0 $33.9M 0.02% NEW $170.00 +39.7%
922 NOVANTA INC 620,000.0 $33.9M 0.02% NEW $54.64
923 DG PUT DOLLAR GEN CORP NEW Consumer Defensive 255,100.0 $33.9M 0.02% NEW $132.77 -22.0%
924 SYNOVUS FINL CORP 675,464.0 $33.8M 0.02% NEW $50.05
925 AVB AVALONBAY CMNTYS INC Real Estate 186,420.0 $33.8M 0.02% NEW $181.31 +3.0%
926 INTU PUT INTUIT Technology 51,000.0 $33.8M 0.02% NEW $662.42 -39.7%
927 PELOTON INTERACTIVE INC 34,001,000.0 $33.7M 0.02% NEW $0.99
928 CEG CALL CONSTELLATION ENERGY CORP Utilities 95,200.0 $33.6M 0.02% NEW $353.27 -26.2%
929 HLIT HARMONIC INC Technology 3,400,475.0 $33.6M 0.02% NEW $9.89 +24.4%
930 CABO CABLE ONE INC Communication Services 297,654.0 $33.6M 0.02% NEW $112.85 -58.3%
931 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 2,661,854.0 $33.5M 0.02% NEW $12.60 -2.9%
932 CBSH COMMERCE BANCSHARES INC Financial Services 640,274.0 $33.5M 0.02% NEW $52.34 -0.1%
933 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 342,112.0 $33.5M 0.02% NEW $97.90 +10.7%
934 CIFR PUT CIPHER MINING INC Financial Services 2,268,200.0 $33.5M 0.02% NEW $14.76 +27.4%
935 CRI CARTERS INC Consumer Cyclical 1,031,922.0 $33.5M 0.02% NEW $32.43 +10.2%
936 CAR PUT AVIS BUDGET GROUP Industrials 258,500.0 $33.2M 0.02% NEW $128.32 +17.7%
937 UAL UNITED AIRLS HLDGS INC Industrials 296,557.0 $33.2M 0.02% NEW $111.82 -20.3%
938 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,540,390.0 $33.1M 0.02% NEW $21.52 -22.7%
939 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 2,315,906.0 $33.0M 0.02% NEW $14.26 -15.2%
940 AQN ALGONQUIN PWR UTILS CORP Utilities 5,349,003.0 $32.9M 0.02% NEW $6.15 -4.2%
Page 47 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%