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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 70 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AMBA CALL AMBARELLA INC Technology 31,400.0 $1.6M 0.00% -4K -12.3% $51.48 +53.2%
1382 SLAB SILICON LABORATORIES INC Technology 7,721.0 $1.6M 0.00% -18K -70.5% $208.15 +4.1%
1383 GOTU GAOTU TECHEDU INC Consumer Defensive 813,435.0 $1.6M 0.00% -8K -0.9% $1.96 -3.6%
1384 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 16,500.0 $1.6M 0.00% -17K -51.0% $96.47 +0.1%
1385 GREAT LAKES DREDGE & DOCK CO 92,353.0 $1.6M 0.00% -324K -77.8% $17.00
1386 NEWT NEWTEKONE INC Financial Services 143,008.0 $1.6M 0.00% -90K -38.7% $10.95 +18.1%
1387 KAI KADANT INC Industrials 5,328.0 $1.6M 0.00% -2K -30.9% $292.35 +7.5%
1388 AFYA AFYA LTD Consumer Defensive 104,506.0 $1.6M 0.00% -48K -31.5% $14.87 -5.4%
1389 VSCO CALL VICTORIAS SECRET AND CO Consumer Cyclical 33,500.0 $1.6M 0.00% -13K -28.4% $46.36 -3.3%
1390 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 11,800.0 $1.5M 0.00% -20K -63.2% $131.01 -1.2%
1391 ESTC PUT ELASTIC N V Technology 30,800.0 $1.5M 0.00% -14K -31.2% $49.99 +7.8%
1392 TRUP TRUPANION INC Financial Services 60,053.0 $1.5M 0.00% -187K -75.7% $25.61 -12.3%
1393 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 57,852.0 $1.5M 0.00% -219K -79.1% $26.43 +4.5%
1394 SYF SYNCHRONY FINANCIAL Financial Services 22,462.0 $1.5M 0.00% -7K -24.7% $68.02 +4.5%
1395 AES CALL AES CORP Utilities 107,100.0 $1.5M 0.00% -2K -1.7% $14.09 +3.4%
1396 TE T1 ENERGY INC Industrials 343,403.0 $1.5M 0.00% -140K -28.9% $4.39 +59.5%
1397 NMR NOMURA HLDGS INC Financial Services 190,679.0 $1.5M 0.00% -296K -60.8% $7.89 +1.5%
1398 IHS IHS HOLDING LIMITED Communication Services 182,674.0 $1.5M 0.00% -247K -57.5% $8.23 +0.1%
1399 XLRE SELECT SECTOR SPDR TR 36,605.0 $1.5M 0.00% -11K -22.7% $40.83 +7.6%
1400 COMMERCE.COM INC 559,487.0 $1.5M 0.00% -426K -43.2% $2.67
Page 70 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%