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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 72 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 TFII TRANSFORCE INC Industrials 12,600.0 $1.4M 0.00% -14K -53.3% $108.82 +29.7%
1422 TXRH CALL TEXAS ROADHOUSE INC Consumer Cyclical 8,300.0 $1.4M 0.00% -9K -51.5% $165.14 +7.8%
1423 LQDA CALL LIQUIDIA CORPORATION Healthcare 36,200.0 $1.4M 0.00% -89K -71.0% $37.74 +50.8%
1424 DK PUT DELEK US HLDGS INC NEW Energy 30,200.0 $1.4M 0.00% -51K -62.9% $45.07 -0.6%
1425 OKE CALL ONEOK INC NEW Energy 15,000.0 $1.4M 0.00% -55K -78.6% $90.39 +2.1%
1426 CART MAPLEBEAR INC Consumer Cyclical 36,156.0 $1.4M 0.00% -1.3M -97.3% $37.46 +9.4%
1427 AVY AVERY DENNISON CORP Industrials 7,805.0 $1.3M 0.00% -76K -90.7% $172.68 -9.2%
1428 STT CALL STATE STR CORP Financial Services 10,600.0 $1.3M 0.00% -37K -77.8% $126.56 +20.8%
1429 HURN HURON CONSULTING GROUP INC Industrials 10,481.0 $1.3M 0.00% -3K -21.4% $127.49 -17.3%
1430 ARE CALL ALEXANDRIA REAL ESTATE EQ IN Real Estate 28,700.0 $1.3M 0.00% -38K -56.8% $46.42 +0.6%
1431 MPWR MONOLITHIC PWR SYS INC Technology 1,217.0 $1.3M 0.00% -131.0 -9.7% $1093.35 +41.8%
1432 CALL BLOCK INC 22,100.0 $1.3M 0.00% -147K -86.9% $60.18
1433 FWRD CALL FORWARD AIR CORP Industrials 79,500.0 $1.3M 0.00% -16K -17.0% $16.71 -47.6%
1434 NXT NEXTPOWER INC Technology 10,993.0 $1.3M 0.00% -14K -55.2% $120.55 +19.7%
1435 MQ MARQETA INC Technology 323,500.0 $1.3M 0.00% -118K -26.7% $4.08 -6.6%
1436 LGND CALL LIGAND PHARMACEUTICALS INC Healthcare 6,600.0 $1.3M 0.00% -1K -13.2% $199.65 +6.8%
1437 ALG ALAMO GROUP INC Industrials 7,973.0 $1.3M 0.00% -12K -59.1% $164.97 -8.3%
1438 FRME FIRST MERCHANTS CORP Financial Services 33,887.0 $1.3M 0.00% -46K -57.6% $38.73 +1.0%
1439 TG TREDEGAR CORP Industrials 164,806.0 $1.3M 0.00% -6K -3.4% $7.95 +0.3%
1440 CYRX CRYOPORT INC Industrials 158,225.0 $1.3M 0.00% -91K -36.5% $8.28 +58.7%
Page 72 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%