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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 87 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 15,200.0 $515K -81K -84.1% $33.85 +47.1%
1722 YEXT YEXT INC Technology 133,379.0 $512K -91K -40.5% $3.84 -6.8%
1723 DFH DREAM FINDERS HOMES INC Consumer Cyclical 36,756.0 $512K -12K -25.0% $13.92 -7.0%
1724 BTU PUT PEABODY ENGR CORP Energy 15,500.0 $511K -227K -93.6% $32.95 -27.2%
1725 CIGI COLLIERS INTL GROUP INC Real Estate 4,761.0 $509K -31K -86.5% $106.89 -12.4%
1726 PCG PG&E CORP Utilities 28,939.0 $508K -5K -13.5% $17.57 -7.9%
1727 CACC CREDIT ACCEP CORP MICH Financial Services 1,200.0 $508K -669.0 -35.8% $423.46 +29.9%
1728 TGTX CALL TG THERAPEUTICS INC Healthcare 15,200.0 $505K -53K -77.7% $33.22 +18.5%
1729 SHAK SHAKE SHACK INC Consumer Cyclical 5,676.0 $502K -8K -57.7% $88.47 -31.8%
1730 FTRE FORTREA HLDGS INC Healthcare 53,030.0 $500K -552K -91.2% $9.42 +44.6%
1731 TMDX CALL TRANSMEDICS GROUP INC Healthcare 5,000.0 $497K -100.0 -2.0% $99.41 -32.2%
1732 GRAL CALL GRAIL INC Healthcare 9,600.0 $496K -110K -92.0% $51.68 +16.8%
1733 ARKO ARKO CORP Consumer Cyclical 88,958.0 $495K -48K -35.0% $5.56 +25.4%
1734 KOP KOPPERS HOLDINGS INC Basic Materials 12,511.0 $484K -8K -38.7% $38.68 +7.4%
1735 PUT BEONE MEDICINES LTD 1,600.0 $475K -800.0 -33.3% $296.97
1736 MAMA MAMAS CREATIONS INC Consumer Defensive 30,856.0 $473K -20K -38.9% $15.34 -0.9%
1737 EWZS ISHARES TR 31,853.0 $472K -26K -44.9% $14.81 -5.6%
1738 EGY VAALCO ENERGY INC Energy 74,253.0 $471K -102K -57.8% $6.34 -4.0%
1739 AAP CALL ADVANCE AUTO PARTS INC Consumer Cyclical 8,900.0 $469K -2K -16.8% $52.75 -5.6%
1740 FOR FORESTAR GROUP INC Real Estate 19,173.0 $469K -66K -77.5% $24.44 +3.9%
Page 87 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%