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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 84 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 LASR NLIGHT INC Technology 11,374.0 $649K -295K -96.3% $57.02 +24.4%
1662 TOTALENERGIES SE 6,929.0 $648K -8K -52.2% $93.48
1663 CDP COPT DEFENSE PROPERTIES Real Estate 21,097.0 $646K -28K -57.4% $30.60 +4.4%
1664 OFLX OMEGA FLEX INC Industrials 20,767.0 $645K -10K -31.8% $31.04 -12.1%
1665 TYGO TIGO ENERGY INC Energy 171,393.0 $644K -150K -46.7% $3.76 +3.1%
1666 ABUS ARBUTUS BIOPHARMA CORP Healthcare 143,201.0 $644K -89K -38.2% $4.50 -7.1%
1667 GENI GENIUS SPORTS LIMITED Communication Services 144,101.0 $638K -37K -20.6% $4.43 +13.0%
1668 LPG DORIAN LPG LTD Energy 18,288.0 $625K -32K -63.8% $34.20 +21.7%
1669 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 14,800.0 $625K -2K -10.3% $42.26 +3.3%
1670 AXSM CALL AXSOME THERAPEUTICS INC. Healthcare 3,700.0 $625K -5K -57.5% $169.02 +34.3%
1671 JTEK J P MORGAN EXCHANGE TRADED F 7,854.0 $625K -6K -41.2% $79.54 +26.6%
1672 BBY PUT BEST BUY INC Consumer Cyclical 9,500.0 $610K -23K -71.0% $64.20 -10.3%
1673 AVEM AMERICAN CENTY ETF TR 7,565.0 $610K -400.0 -5.0% $80.58 +13.3%
1674 HAMILTON INSURANCE GROUP LTD 20,365.0 $607K -119K -85.4% $29.83
1675 TH TARGET HOSPITALITY CORP Industrials 65,320.0 $606K -59K -47.5% $9.28 +96.1%
1676 PSMT PRICESMART INC Consumer Defensive 4,026.0 $606K -274.0 -6.4% $150.50 +7.1%
1677 IDXX IDEXX LABS INC Healthcare 1,074.0 $603K -560.0 -34.3% $561.89 -3.7%
1678 ALLY ALLY FINL INC Financial Services 15,318.0 $601K -764K -98.0% $39.23 +8.1%
1679 DOCN DIGITALOCEAN HLDGS INC Technology 7,000.0 $600K -87K -92.5% $85.78 +73.7%
1680 RXO PUT RXO INC Industrials 40,900.0 $598K -14K -25.9% $14.62 +32.3%
Page 84 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%