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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 8 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VHCP VINE HILL CAP INVTS CORP II Financial Services 588,000.0 $5.8M 0.00% NEW $9.90 +0.9%
142 ITHA ITHAX ACQUISITION CORP III Financial Services 573,644.0 $5.7M 0.00% NEW $9.90 +1.0%
143 HIG HARTFORD INSURANCE GROUP INC Financial Services 41,943.0 $5.7M 0.00% NEW $135.23 -0.7%
144 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 80,459.0 $5.5M 0.00% NEW $68.57 +6.0%
145 ALUB ALUSSA ENERGY ACQUISIT CORP Financial Services 550,573.0 $5.5M 0.00% NEW $9.98 +0.3%
146 INFQ INFLEQTION INC Technology 558,791.0 $5.5M 0.00% NEW $9.81 +21.1%
147 BJ CALL BJS WHSL CLUB HLDGS INC Consumer Defensive 55,000.0 $5.4M 0.00% NEW $98.42 -1.3%
148 GIGCAPITAL9 CORP 550,000.0 $5.4M 0.00% NEW $9.84
149 ECH ISHARES INC 134,912.0 $5.4M 0.00% NEW $39.66 +0.1%
150 NRIX NURIX THERAPEUTICS INC Healthcare 344,203.0 $5.3M 0.00% NEW $15.50 +3.7%
151 OUTFRONT MEDIA INC 200,402.0 $5.3M 0.00% NEW $26.50
152 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 526,364.0 $5.3M 0.00% NEW $10.02 +3.1%
153 SVAQ SILICON VY ACQUISITION CORP Financial Services 522,365.0 $5.2M 0.00% NEW $9.89 +0.6%
154 DFTX DEFINIUM THERAPEUTICS INC Healthcare 271,717.0 $5.1M 0.00% NEW $18.90 +11.9%
155 BP BP PLC Energy 109,152.0 $5.1M 0.00% NEW $47.00 -5.1%
156 SPACSPHERE ACQUISITION CORP 517,000.0 $5.1M 0.00% NEW $9.90
157 BEKE CALL KE HLDGS INC Real Estate 337,500.0 $5.1M 0.00% NEW $14.97 +16.6%
158 HUBG HUB GROUP INC Industrials 140,126.0 $5.1M 0.00% NEW $36.04 +4.7%
159 EWC ISHARES INC 92,143.0 $5.0M 0.00% NEW $54.79 +4.9%
160 BHP CALL BHP BILLITON LIMITED Basic Materials 69,000.0 $5.0M 0.00% NEW $72.74 +16.6%
Page 8 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%