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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 73 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 STCE SCHWAB STRATEGIC TR 25,154.0 $1.3M 0.00% -25K -50.2% $51.98 +34.2%
1442 CMPS COMPASS PATHWAYS PLC Healthcare 236,380.0 $1.3M 0.00% -1.2M -83.7% $5.53 +91.0%
1443 BLUE FOUNDRY BANCORP 98,540.0 $1.3M 0.00% -11K -10.3% $13.24
1444 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 46,300.0 $1.3M 0.00% -93K -66.8% $28.11 +4.3%
1445 LAZ LAZARD INC Financial Services 30,634.0 $1.3M 0.00% -66K -68.3% $42.48 +6.5%
1446 DXCM PUT DEXCOM INC Healthcare 20,700.0 $1.3M 0.00% -186K -90.0% $62.80 -1.9%
1447 TTMI TTM TECHNOLOGIES INC Technology 13,335.0 $1.3M 0.00% -64K -82.8% $97.42 +71.8%
1448 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 5,600.0 $1.3M 0.00% -17K -75.4% $230.89 -5.7%
1449 CG PUT CARLYLE GROUP INC Financial Services 26,300.0 $1.3M 0.00% -104K -79.8% $48.39 -3.7%
1450 MG MISTRAS GROUP INC Industrials 86,031.0 $1.3M 0.00% -78K -47.5% $14.78 +15.0%
1451 CMPR CIMPRESS PLC Communication Services 17,397.0 $1.3M 0.00% -2K -11.7% $73.00 +40.9%
1452 MTDR CALL MATADOR RES CO Energy 20,100.0 $1.3M 0.00% -39K -65.9% $63.18 -4.5%
1453 TK TEEKAY CORPORATION LTD Energy 103,834.0 $1.3M 0.00% -27K -20.6% $12.21 +8.3%
1454 BBWI CALL BATH & BODY WORKS INC Consumer Cyclical 67,700.0 $1.3M 0.00% -2K -2.9% $18.67 -13.2%
1455 AVAV CALL AEROVIRONMENT INC Industrials 6,900.0 $1.3M 0.00% -13K -65.2% $183.05 -13.7%
1456 KVYO KLAVIYO INC Technology 64,527.0 $1.3M 0.00% -281K -81.3% $19.46 -26.1%
1457 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 22,507.0 $1.3M 0.00% -694K -96.9% $55.65 +1.5%
1458 LUV PUT SOUTHWEST AIRLS CO Industrials 33,300.0 $1.3M 0.00% -4K -10.0% $37.57 +2.5%
1459 MDXG MIMEDX GROUP INC Healthcare 312,696.0 $1.2M 0.00% -86K -21.6% $3.95 -9.9%
1460 MGY MAGNOLIA OIL & GAS CORP Energy 39,058.0 $1.2M 0.00% -238K -85.9% $31.57 -6.4%
Page 73 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%