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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 28 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GLW CORNING INC Technology 136,049.0 $18.5M 0.01% -65K -32.2% $135.97 +31.3%
542 EPR EPR PPTYS Real Estate 367,293.0 $18.3M 0.01% -15K -4.0% $49.96 +16.8%
543 KGC KINROSS GOLD CORP Basic Materials 599,331.0 $18.3M 0.01% -277K -31.6% $30.53 -6.6%
544 ON ON SEMICONDUCTOR CORP Technology 294,860.0 $18.3M 0.01% -1.6M -84.7% $61.92 +76.7%
545 IIPR INNOVATIVE INDL PPTYS INC Real Estate 362,714.0 $18.2M 0.01% -110K -23.3% $50.16 +8.8%
546 SAIA SAIA INC Industrials 51,753.0 $18.2M 0.01% -182K -77.9% $351.28 +30.5%
547 PRI PRIMERICA INC Financial Services 72,013.0 $18.0M 0.01% -20K -21.9% $250.48 +12.0%
548 ZION ZIONS BANCORPORATION NATL AS Financial Services 312,096.0 $18.0M 0.01% -60K -16.0% $57.62 +4.3%
549 U CALL UNITY SOFTWARE INC Technology 819,500.0 $18.0M 0.01% -121K -12.9% $21.94 +22.2%
550 JCI JOHNSON CONTROLS INTERNATION Industrials 136,986.0 $17.9M 0.01% -136K -49.8% $130.95 +4.9%
551 ESPR ESPERION THERAPEUTICS INC NE Healthcare 6,540,785.0 $17.9M 0.01% -363K -5.2% $2.74 +14.2%
552 REPL REPLIMUNE GROUP INC Healthcare 2,336,528.0 $17.9M 0.01% -239K -9.3% $7.65 -34.5%
553 OMCL OMNICELL COM Healthcare 534,611.0 $17.8M 0.01% -377K -41.4% $33.38 +29.5%
554 BIDU PUT BAIDU INC Communication Services 160,000.0 $17.8M 0.01% -612K -79.3% $111.42 +23.6%
555 BNTX BIONTECH SE Healthcare 199,768.0 $17.8M 0.01% -289K -59.1% $88.88 -1.2%
556 REGN REGENERON PHARMACEUTICALS Healthcare 22,730.0 $17.6M 0.01% -133K -85.4% $772.64 -18.5%
557 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 530,698.0 $17.6M 0.01% -123K -18.8% $33.07 +1.8%
558 ORA ORMAT TECHNOLOGIES INC Utilities 156,353.0 $17.5M 0.01% -45K -22.5% $111.92 +15.5%
559 CAR AVIS BUDGET GROUP INC Industrials 119,825.0 $17.5M 0.01% -80K -40.2% $145.85 +3.6%
560 IAG IAMGOLD CORP Basic Materials 925,673.0 $17.4M 0.01% -1.2M -55.6% $18.82 -9.8%
Page 28 of 97  ·  1,926 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%