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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 33 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SNOW CALL SNOWFLAKE INC Technology 86,800.0 $13.1M 0.01% -238K -73.2% $150.82 +10.7%
642 TGB TASEKO MINES LTD Basic Materials 2,026,770.0 $13.1M 0.01% -763K -27.4% $6.46 +2.4%
643 PATH UIPATH INC Technology 1,170,903.0 $13.0M 0.01% -508K -30.3% $11.10 -4.8%
644 HNI HNI CORP Industrials 388,379.0 $13.0M 0.01% -535K -57.9% $33.39 -7.5%
645 WDFC WD 40 CO Basic Materials 63,563.0 $13.0M 0.01% -2K -3.5% $203.94 +2.0%
646 COIN COINBASE GLOBAL INC Financial Services 73,976.0 $12.9M 0.01% -82K -52.6% $174.61 +10.9%
647 AXON CALL AXON ENTERPRISE INC Industrials 30,400.0 $12.9M 0.01% -13K -30.3% $424.69 -8.2%
648 PNC PNC FINL SVCS GROUP INC Financial Services 61,622.0 $12.8M 0.01% -27K -30.5% $208.09 +4.2%
649 CBT CABOT CORP Basic Materials 169,148.0 $12.7M 0.01% -122K -41.9% $75.31 +4.0%
650 HSAI HESAI GROUP Consumer Cyclical 665,404.0 $12.7M 0.01% -120K -15.3% $19.12 +9.3%
651 ANGI ANGI INC Communication Services 1,846,537.0 $12.6M 0.01% -86K -4.4% $6.85 -25.3%
652 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 584,300.0 $12.6M 0.01% -227K -28.0% $21.62 +17.5%
653 INOD INNODATA INC Technology 327,068.0 $12.6M 0.01% -344K -51.3% $38.62 +155.1%
654 GAP GAP INC Consumer Cyclical 521,884.0 $12.6M 0.01% -154K -22.8% $24.20 -4.3%
655 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 62,100.0 $12.6M 0.01% -51K -45.0% $202.96 -12.4%
656 DNTH DIANTHUS THERAPEUTICS INC Healthcare 149,609.0 $12.6M 0.01% -5K -3.3% $83.92 +6.8%
657 EXPO EXPONENT INC Industrials 192,096.0 $12.5M 0.01% -14K -6.6% $65.25 -12.6%
658 DAL DELTA AIR LINES INC Industrials 188,361.0 $12.5M 0.01% -361K -65.7% $66.48 +13.8%
659 LMT PUT LOCKHEED MARTIN CORP Industrials 20,700.0 $12.5M 0.01% -76K -78.7% $604.39 -13.5%
660 RTX CALL RTX CORPORATION Industrials 64,800.0 $12.5M 0.01% -193K -74.9% $192.90 -9.4%
Page 33 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%