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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 44 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FNV FRANCO NEV CORP Basic Materials 27,353.0 $6.8M 0.00% -213K -88.6% $247.54 -8.8%
862 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 411,082.0 $6.8M 0.00% -252K -38.0% $16.46 -0.8%
863 KODK EASTMAN KODAK CO Industrials 745,983.0 $6.8M 0.00% -34K -4.3% $9.05 +6.4%
864 QCOM PUT QUALCOMM INC Technology 52,300.0 $6.7M 0.00% -434K -89.2% $128.78 +57.3%
865 NXE NEXGEN ENERGY LTD Energy 579,642.0 $6.7M 0.00% -705K -54.9% $11.60 -9.2%
866 SLB CALL SLB LIMITED Energy 130,000.0 $6.7M 0.00% -266K -67.2% $51.39 +11.5%
867 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 40,400.0 $6.7M 0.00% -206K -83.6% $165.34 +14.1%
868 CPRT COPART INC Industrials 199,557.0 $6.6M 0.00% -507K -71.8% $33.20 +3.6%
869 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 82,231.0 $6.6M 0.00% -881K -91.5% $80.56 -13.0%
870 TECHNIPFMC PLC 95,375.0 $6.6M 0.00% -294K -75.5% $69.13
871 RKT PUT ROCKET COS INC Financial Services 461,700.0 $6.6M 0.00% -9K -1.9% $14.25 -4.4%
872 CI THE CIGNA GROUP Healthcare 24,570.0 $6.6M 0.00% -248K -91.0% $266.75 +5.7%
873 LYFT CALL LYFT INC Technology 490,700.0 $6.5M 0.00% -2.0M -80.1% $13.30 +1.4%
874 CRTO CRITEO S A Communication Services 363,334.0 $6.5M 0.00% -392K -51.9% $17.93 -4.2%
875 HCSG HEALTHCARE SVCS GROUP INC Healthcare 350,066.0 $6.5M 0.00% -235K -40.2% $18.55 +8.9%
876 SWK PUT STANLEY BLACK & DECKER INC Industrials 91,100.0 $6.5M 0.00% -64K -41.2% $71.06 +5.5%
877 TDY TELEDYNE TECHNOLOGIES INC Technology 10,697.0 $6.5M 0.00% -13K -55.4% $605.01 +1.5%
878 GLPG GALAPAGOS NV Healthcare 215,718.0 $6.5M 0.00% -59K -21.6% $30.00 -7.4%
879 UDMY UDEMY INC Consumer Defensive 1,395,503.0 $6.4M 0.00% -471K -25.2% $4.62 +0.2%
880 MDB CALL MONGODB INC Technology 26,300.0 $6.4M 0.00% -65K -71.2% $244.77 +29.7%
Page 44 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%