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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 86 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 OGE OGE ENERGY CORP Utilities 11,537.0 $553K -5K -30.3% $47.96 -2.1%
1702 TRIP PUT TRIPADVISOR INC Consumer Cyclical 51,700.0 $551K -42K -44.6% $10.66 -9.7%
1703 BKCH GLOBAL X FDS 9,869.0 $551K -5K -31.4% $55.84 +42.3%
1704 DLTR CALL DOLLAR TREE INC Consumer Defensive 5,000.0 $548K -12K -70.8% $109.51 -17.4%
1705 MKTX MARKETAXESS HLDGS INC Financial Services 3,314.0 $547K -33K -90.8% $164.98 -14.3%
1706 FAF FIRST AMERN FINL CORP Financial Services 9,044.0 $545K -15K -62.9% $60.29 +13.8%
1707 CARE CARTER BANKSHARES INC Financial Services 23,374.0 $545K -19K -45.1% $23.32 +12.8%
1708 PII CALL POLARIS INC Consumer Cyclical 10,000.0 $545K -3K -23.7% $54.50 +18.4%
1709 UTMD UTAH MED PRODS INC Healthcare 8,735.0 $541K -100.0 -1.1% $61.99 +4.7%
1710 MNDY CALL MONDAY COM LTD Technology 7,800.0 $539K -12K -60.6% $69.11 +12.4%
1711 BOYD GROUP SERVICES INC 4,200.0 $536K -200.0 -4.5% $127.62
1712 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,123.0 $533K -720.0 -39.1% $474.56 -19.2%
1713 TGLS TECNOGLASS INC Basic Materials 11,953.0 $533K -32K -73.1% $44.55 -11.6%
1714 DHIL DIAMOND HILL INVT GROUP INC Financial Services 3,080.0 $530K -141.0 -4.4% $172.10 +1.7%
1715 RLI RLI CORP Financial Services 9,285.0 $530K -30K -76.3% $57.04 -9.2%
1716 OBNK ORIGIN BANCORP INC Financial Services 12,652.0 $525K -6K -32.5% $41.46 -31.0%
1717 WVE WAVE LIFE SCIENCES LTD Healthcare 72,305.0 $524K -194K -72.8% $7.25 -12.5%
1718 SSYS STRATASYS LTD Technology 66,943.0 $523K -28K -29.2% $7.81 +5.9%
1719 BURL CALL BURLINGTON STORES INC Consumer Cyclical 1,600.0 $521K -15K -90.4% $325.38 -10.6%
1720 GLOB CALL GLOBANT S A Technology 11,200.0 $516K -11K -48.6% $46.11 -14.5%
Page 86 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%