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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 30 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MS PUT MORGAN STANLEY Financial Services 98,900.0 $16.3M 0.01% -258K -72.3% $164.57 +15.2%
582 ACAD ACADIA PHARMACEUTICALS INC Healthcare 729,836.0 $16.2M 0.01% -297K -28.9% $22.26 -5.9%
583 LCII LCI INDS Consumer Cyclical 131,933.0 $16.2M 0.01% -61K -31.7% $122.98 -12.7%
584 CHE CHEMED CORP NEW Healthcare 42,909.0 $16.2M 0.01% -17K -27.9% $377.74 +16.9%
585 JD CALL JD.COM INC Consumer Cyclical 546,100.0 $16.1M 0.01% -1.6M -74.0% $29.57 +9.5%
586 ENPH PUT ENPHASE ENERGY INC Energy 425,000.0 $16.1M 0.01% -372K -46.6% $37.81 +23.7%
587 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 3,423,200.0 $16.0M 0.01% -6.3M -64.7% $4.68 -8.1%
588 GCI LIBERTY INC 430,053.0 $16.0M 0.01% -5K -1.2% $37.21
589 PRG PROG HOLDINGS INC Industrials 557,268.0 $16.0M 0.01% -216K -27.9% $28.69 +15.1%
590 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 282,460.0 $16.0M 0.01% -722K -71.9% $56.49 -11.1%
591 HIMS CALL HIMS & HERS HEALTH INC Healthcare 767,500.0 $15.9M 0.01% -2.3M -74.8% $20.76 +8.1%
592 VRT CALL VERTIV HOLDINGS CO Industrials 63,500.0 $15.9M 0.01% -223K -77.8% $250.58 +28.8%
593 DK DELEK US HLDGS INC NEW Energy 352,722.0 $15.9M 0.01% -216K -38.0% $45.07 +1.0%
594 OVV OVINTIV INC Energy 267,225.0 $15.9M 0.01% -921K -77.5% $59.35 +2.6%
595 OGN ORGANON & CO Healthcare 2,644,552.0 $15.8M 0.01% -742K -21.9% $5.99 +124.0%
596 CELH CALL CELSIUS HLDGS INC Consumer Defensive 446,100.0 $15.8M 0.01% -965K -68.4% $35.48 -19.3%
597 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 30,139.0 $15.8M 0.01% -58K -66.0% $523.47 -2.2%
598 DIS CALL DISNEY WALT CO Communication Services 162,100.0 $15.6M 0.01% -248K -60.5% $96.38 +6.1%
599 HEI HEICO CORP NEW Industrials 56,794.0 $15.6M 0.01% -148K -72.3% $274.20 +6.6%
600 FIGS FIGS INC Consumer Cyclical 1,048,907.0 $15.5M 0.01% -247K -19.1% $14.77 -22.3%
Page 30 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%