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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 66 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 BKSY CALL BLACKSKY TECHNOLOGY INC Technology 79,500.0 $2.0M 0.00% -13K -14.3% $25.16 +77.5%
1302 ALHC ALIGNMENT HEALTHCARE INC Healthcare 113,292.0 $2.0M 0.00% -55K -32.7% $17.62 -7.1%
1303 AAON AAON INC Industrials 24,067.0 $2.0M 0.00% -93K -79.5% $82.75 +60.0%
1304 CORE LABORATORIES INC 118,426.0 $2.0M 0.00% -49K -29.5% $16.79
1305 NOG CALL NORTHERN OIL & GAS INC Energy 67,600.0 $2.0M 0.00% -22K -24.2% $29.23 -19.2%
1306 IRM CALL IRON MTN INC DEL Real Estate 19,300.0 $2.0M 0.00% -15K -43.4% $102.14 +24.7%
1307 ESE ESCO TECHNOLOGIES INC Technology 6,945.0 $2.0M 0.00% -268.0 -3.7% $281.37 +4.2%
1308 MSBI MIDLAND STATES BANCORP INC Financial Services 87,534.0 $2.0M 0.00% -29K -24.7% $22.31 +23.6%
1309 WISDOMTREE INC 1,472,000.0 $2.0M 0.00% -6.8M -82.3% $1.33
1310 CB CHUBB LTD SWITZ Financial Services 5,989.0 $2.0M 0.00% -18K -75.5% $325.93 +1.3%
1311 CALL HUT 8 CORP 41,500.0 $1.9M 0.00% -167K -80.1% $46.91
1312 BLFS BIOLIFE SOLUTIONS INC Healthcare 101,870.0 $1.9M 0.00% -65K -38.8% $19.08 +29.7%
1313 KN KNOWLES CORP Technology 75,409.0 $1.9M 0.00% -4K -4.5% $25.68 +37.2%
1314 IAUX I-80 GOLD CORP Basic Materials 1,276,600.0 $1.9M 0.00% -98K -7.1% $1.52 -1.7%
1315 TBCH TURTLE BEACH CORP Technology 190,796.0 $1.9M 0.00% -44K -18.7% $10.14 +5.6%
1316 OSIS OSI SYSTEMS INC Technology 7,285.0 $1.9M 0.00% -194.0 -2.6% $265.51 -21.7%
1317 NXT CALL NEXTPOWER INC Technology 16,000.0 $1.9M 0.00% -74K -82.3% $120.55 +0.4%
1318 WOR WORTHINGTON ENTERPRISES INC Industrials 36,803.0 $1.9M 0.00% -44K -54.5% $52.14 +4.8%
1319 NVAX CALL NOVAVAX INC Healthcare 234,800.0 $1.9M 0.00% -31K -11.8% $8.14 +10.3%
1320 AES AES CORP Utilities 135,335.0 $1.9M 0.00% -209K -60.7% $14.09 +4.3%
Page 66 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%