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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 3 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY PUT ELI LILLY & CO Healthcare 345,000.0 $317.3M 0.19% -143K -29.4% $919.77 +9.5%
42 AMD CALL ADVANCED MICRO DEVICES INC Technology 1,549,000.0 $315.1M 0.19% -613K -28.3% $203.43 +108.5%
43 BA PUT BOEING CO Industrials 1,528,200.0 $304.2M 0.18% -792K -34.1% $199.03 +10.8%
44 MRSH MARSH & MCLENNAN COS INC Financial Services 1,729,550.0 $300.0M 0.18% -866K -33.4% $173.45 -7.7%
45 TD PUT TORONTO DOMINION BK ONT Financial Services 3,167,000.0 $295.7M 0.18% -1.8M -35.6% $93.37 +15.9%
46 JPM CALL JPMORGAN CHASE & CO Financial Services 999,000.0 $293.9M 0.18% -224K -18.3% $294.16 +2.0%
47 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 2,004,900.0 $293.3M 0.18% -566K -22.0% $146.28 -8.6%
48 ORCL PUT ORACLE CORP Technology 1,976,800.0 $290.8M 0.17% -147K -6.9% $147.11 +33.0%
49 B BARRICK MNG CORP Basic Materials 7,045,658.0 $287.5M 0.17% -2.7M -27.6% $40.81 -0.5%
50 MU CALL MICRON TECHNOLOGY INC Technology 848,200.0 $286.6M 0.17% -28K -3.2% $337.84 +129.7%
51 LIN LINDE PLC Basic Materials 543,387.0 $269.4M 0.16% -127K -18.9% $495.76 +3.2%
52 RKLB ROCKET LAB CORP Industrials 4,191,561.0 $269.2M 0.16% -2.5M -36.9% $64.22 +106.4%
53 ISRG INTUITIVE SURGICAL INC Healthcare 576,508.0 $265.8M 0.16% -730K -55.9% $460.99 -7.1%
54 STRATEGY INC 316,485,000.0 $265.0M 0.16% -100.0M -24.0% $0.84
55 HON HONEYWELL INTL INC Industrials 1,169,465.0 $264.3M 0.16% -1.2M -51.6% $226.03 -3.7%
56 BE PUT BLOOM ENERGY CORP Industrials 1,917,700.0 $259.8M 0.16% -417K -17.9% $135.49 +103.7%
57 SHEL SHELL PLC Energy 2,780,297.0 $258.6M 0.15% -4.0M -59.0% $93.00 -9.1%
58 RBLX ROBLOX CORP Technology 4,514,911.0 $255.4M 0.15% -1.5M -24.9% $56.56 -22.7%
59 GNRC GENERAC HLDGS INC Industrials 1,297,744.0 $253.5M 0.15% -34K -2.5% $195.33 +41.6%
60 ATI ATI INC Industrials 1,742,609.0 $253.5M 0.15% -280K -13.8% $145.46 +6.0%
Page 3 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%