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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 60 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 BMBL BUMBLE INC Technology 873,633.0 $2.8M 0.00% -2.1M -71.1% $3.26 -6.1%
1182 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 101,427.0 $2.8M 0.00% -13K -11.3% $28.01 +8.9%
1183 VOYA VOYA FINANCIAL INC Financial Services 41,510.0 $2.8M 0.00% -39K -48.5% $68.32 +20.6%
1184 BVS BIOVENTUS INC Healthcare 310,610.0 $2.8M 0.00% -48K -13.3% $9.13 +4.0%
1185 PHIN PHINIA INC Consumer Cyclical 41,360.0 $2.8M 0.00% -110K -72.7% $68.44 +8.9%
1186 DK CALL DELEK US HLDGS INC NEW Energy 62,700.0 $2.8M 0.00% -40K -38.8% $45.07 -6.6%
1187 CARS CARS COM INC Consumer Cyclical 347,675.0 $2.8M 0.00% -25K -6.8% $8.12 +17.9%
1188 GCT CALL GIGACLOUD TECHNOLOGY INC Technology 62,000.0 $2.8M 0.00% -35K -36.1% $45.38 -15.1%
1189 CTRN CITI TRENDS INC Consumer Cyclical 64,602.0 $2.8M 0.00% -20K -23.6% $43.32 -11.7%
1190 SHAK CALL SHAKE SHACK INC Consumer Cyclical 31,600.0 $2.8M 0.00% -19K -37.7% $88.47 -28.3%
1191 GILD CALL GILEAD SCIENCES INC Healthcare 20,000.0 $2.8M 0.00% -61K -75.2% $139.37 -6.4%
1192 EXC EXELON CORP Utilities 56,743.0 $2.8M 0.00% -7K -10.5% $49.02 -7.5%
1193 Z CALL ZILLOW GROUP INC Communication Services 67,200.0 $2.8M 0.00% -106K -61.3% $41.38 -11.9%
1194 BROS PUT DUTCH BROS INC Consumer Cyclical 54,600.0 $2.8M 0.00% -800.0 -1.4% $50.66 +5.5%
1195 SFM SPROUTS FMRS MKT INC Consumer Defensive 35,784.0 $2.8M 0.00% -216K -85.8% $77.13 +14.7%
1196 TBI TRUEBLUE INC Industrials 694,467.0 $2.7M 0.00% -157K -18.4% $3.91 +39.1%
1197 HII HUNTINGTON INGALLS INDS INC Industrials 7,125.0 $2.7M 0.00% -10K -58.0% $379.90 -16.4%
1198 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 51,245.0 $2.7M 0.00% -43K -45.7% $52.75 +11.1%
1199 TPC TUTOR PERINI CORP Industrials 35,009.0 $2.7M 0.00% -124K -78.0% $77.19 -0.3%
1200 KNSL KINSALE CAP GROUP INC Financial Services 7,908.0 $2.7M 0.00% -5K -37.0% $341.66 -8.7%
Page 60 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%