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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 59 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BKR BAKER HUGHES COMPANY Energy 48,912.0 $3.0M 0.00% -824K -94.4% $61.05 +7.8%
1162 TOST CALL TOAST INC Technology 112,300.0 $3.0M 0.00% -417K -78.8% $26.51 -12.0%
1163 PGR CALL PROGRESSIVE CORP Financial Services 15,000.0 $3.0M 0.00% -54K -78.2% $198.24 +2.2%
1164 CBOE CBOE GLOBAL MKTS INC Financial Services 10,573.0 $3.0M 0.00% -13K -55.7% $280.76 +25.4%
1165 TDW CALL TIDEWATER INC NEW Energy 35,500.0 $3.0M 0.00% -12K -25.3% $83.55 +1.2%
1166 BX CALL BLACKSTONE INC Financial Services 25,700.0 $3.0M 0.00% -64K -71.4% $114.99 +3.1%
1167 ERIE ERIE INDTY CO Financial Services 11,758.0 $3.0M 0.00% -64K -84.5% $251.31 -10.6%
1168 ACHR ARCHER AVIATION INC Industrials 569,612.0 $2.9M 0.00% -561K -49.6% $5.17 +18.4%
1169 SNPS SYNOPSYS INC Technology 7,404.0 $2.9M 0.00% -7K -47.3% $396.48 +25.8%
1170 YOU CALL CLEAR SECURE INC Technology 60,400.0 $2.9M 0.00% -13K -18.1% $48.41 +28.1%
1171 ANGLOGOLD ASHANTI PLC 30,006.0 $2.9M 0.00% -22K -42.6% $97.36
1172 CVNA CARVANA CO Consumer Cyclical 9,285.0 $2.9M 0.00% -59K -86.5% $314.38 -79.5%
1173 NLR VANECK ETF TRUST 21,668.0 $2.9M 0.00% -56K -71.9% $133.19 -2.4%
1174 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 302,101.0 $2.9M 0.00% -945K -75.8% $9.52 -12.1%
1175 JBLU PUT JETBLUE AIRWAYS CORP Industrials 650,000.0 $2.9M 0.00% -166K -20.4% $4.42 +13.3%
1176 PBW INVESCO EXCHANGE TRADED FD T 90,605.0 $2.9M 0.00% -214K -70.3% $31.58 +31.6%
1177 NBHC NATIONAL BK HLDGS CORP Financial Services 73,047.0 $2.9M 0.00% -76K -51.0% $39.16 +7.0%
1178 AVNW AVIAT NETWORKS INC Technology 126,464.0 $2.9M 0.00% -3K -2.1% $22.61 -27.2%
1179 TPR CALL TAPESTRY INC Consumer Cyclical 20,200.0 $2.9M 0.00% -20K -50.1% $141.11 -3.8%
1180 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 75,683.0 $2.9M 0.00% -11K -12.5% $37.66 +1.9%
Page 59 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%