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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 29 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HUM PUT HUMANA INC Healthcare 99,900.0 $17.3M 0.01% -90K -47.3% $173.39 +79.1%
562 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 200,281.0 $17.3M 0.01% -3K -1.6% $86.44 +32.0%
563 AIT APPLIED INDL TECHNOLOGIES IN Industrials 65,228.0 $17.3M 0.01% -60K -48.1% $265.32 +15.4%
564 MTZ MASTEC INC Industrials 53,355.0 $17.2M 0.01% -186K -77.7% $321.74 +19.7%
565 CHH CHOICE HOTELS INTL INC Consumer Cyclical 165,779.0 $17.2M 0.01% -29K -14.7% $103.50 +2.6%
566 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 50,400.0 $17.0M 0.01% -283K -84.9% $337.95 +16.2%
567 PAAS PAN AMERN SILVER CORP Basic Materials 309,397.0 $16.9M 0.01% -114K -26.9% $54.63 -3.2%
568 SLDP SOLID POWER INC Industrials 5,615,457.0 $16.8M 0.01% -264K -4.5% $3.00 -12.3%
569 IONQ CALL IONQ INC Technology 583,900.0 $16.8M 0.01% -343K -37.0% $28.83 +68.0%
570 DAVE INC 96,605.0 $16.8M 0.01% -59K -38.0% $174.09
571 FIX CALL COMFORT SYS USA INC Industrials 12,100.0 $16.7M 0.01% -2K -14.8% $1378.99 +32.4%
572 AMAT CALL APPLIED MATLS INC Technology 48,800.0 $16.7M 0.01% -76K -61.0% $341.79 +24.9%
573 USB US BANCORP Financial Services 320,332.0 $16.7M 0.01% -253K -44.2% $52.01 +2.5%
574 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 84,300.0 $16.6M 0.01% -2K -2.1% $197.50 +20.6%
575 LEU CALL CENTRUS ENERGY CORP Energy 95,800.0 $16.6M 0.01% -111K -53.6% $173.59 -2.6%
576 ARIS ARIS MINING CORPORATION Basic Materials 887,300.0 $16.5M 0.01% -545K -38.0% $18.56 -8.0%
577 UA UNDER ARMOUR INC Consumer Cyclical 2,838,717.0 $16.4M 0.01% -204K -6.7% $5.79 -13.3%
578 ANIP ANI PHARMACEUTICALS INC Healthcare 213,433.0 $16.4M 0.01% -40K -15.8% $76.90 +6.6%
579 KHC KRAFT HEINZ CO Consumer Defensive 727,036.0 $16.4M 0.01% -577K -44.2% $22.49 +3.5%
580 AMN AMN HEALTHCARE SVCS INC Healthcare 891,142.0 $16.3M 0.01% -770K -46.3% $18.34 +46.5%
Page 29 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%