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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 57 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 EWTX EDGEWISE THERAPEUTICS INC Healthcare 104,863.0 $3.3M 0.00% -290K -73.4% $31.50 +3.8%
1122 UPBOUND GROUP INC 182,689.0 $3.3M 0.00% -258K -58.5% $18.05
1123 TRIP TRIPADVISOR INC Consumer Cyclical 308,825.0 $3.3M 0.00% -62K -16.7% $10.66 -6.8%
1124 BLMN BLOOMIN BRANDS INC Consumer Cyclical 608,327.0 $3.3M 0.00% -589K -49.2% $5.40 +43.5%
1125 MMM CALL 3M CO Industrials 22,600.0 $3.3M 0.00% -26K -53.2% $145.23 +4.4%
1126 ARKW ARK ETF TR 27,216.0 $3.3M 0.00% -2K -6.0% $120.40 +20.7%
1127 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 11,900.0 $3.3M 0.00% -35K -74.6% $275.18 -7.7%
1128 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 76,781.0 $3.3M 0.00% -40K -34.3% $42.61 +36.1%
1129 HIMX HIMAX TECHNOLOGIES INC Technology 414,111.0 $3.3M 0.00% -218K -34.5% $7.87 +152.7%
1130 NUS NU SKIN ENTERPRISES INC Consumer Defensive 444,086.0 $3.2M 0.00% -215K -32.6% $7.28 -18.8%
1131 SRI STONERIDGE INC Consumer Cyclical 667,553.0 $3.2M 0.00% -110K -14.2% $4.83 +42.7%
1132 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 90,100.0 $3.2M 0.00% -42K -31.6% $35.70 -11.8%
1133 CLW CLEARWATER PAPER CORP Basic Materials 222,932.0 $3.2M 0.00% -70K -23.8% $14.38 -1.0%
1134 YELP YELP INC Communication Services 129,250.0 $3.2M 0.00% -44K -25.4% $24.74 -9.2%
1135 USNA USANA HEALTH SCIENCES INC Consumer Defensive 182,483.0 $3.2M 0.00% -20K -9.9% $17.47 +3.8%
1136 SYM CALL SYMBOTIC INC Industrials 59,900.0 $3.2M 0.00% -184K -75.5% $53.20 -6.1%
1137 MAX MEDIAALPHA INC Communication Services 342,058.0 $3.2M 0.00% -55K -13.9% $9.30 -11.1%
1138 CNA CNA FINL CORP Financial Services 69,233.0 $3.2M 0.00% -106K -60.4% $45.92 -3.5%
1139 RRR RED ROCK RESORTS INC Consumer Cyclical 59,375.0 $3.2M 0.00% -51K -46.2% $53.36 -1.7%
1140 EVR CALL EVERCORE INC Financial Services 10,600.0 $3.2M 0.00% -600.0 -5.4% $298.51 +16.0%
Page 57 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%