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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 93 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 SPHB INVESCO EXCH TRADED FD TR II 2,168.0 $251K -500.0 -18.7% $115.95 +19.2%
1842 ODC OIL DRI CORP AMER Basic Materials 3,859.0 $251K -8K -67.5% $65.09 +20.3%
1843 CORBUS PHARMACEUTICALS HLDGS 26,474.0 $249K -2K -8.1% $9.39
1844 BSRR SIERRA BANCORP Financial Services 7,256.0 $246K -3K -27.4% $33.92 +9.9%
1845 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 500.0 $246K -6K -92.4% $491.53 -8.8%
1846 HWKN CALL HAWKINS INC Basic Materials 1,600.0 $246K -900.0 -36.0% $153.60 +1.9%
1847 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 807.0 $245K -27K -97.1% $304.08 +4.1%
1848 AURORA CANNABIS INC 74,117.0 $243K -2K -2.5% $3.28
1849 BROS CALL DUTCH BROS INC Consumer Cyclical 4,800.0 $243K -142K -96.7% $50.66 +0.7%
1850 ASCENDIS PHARMA A/S 1,062.0 $243K -125K -99.2% $228.73
1851 TRNS CALL TRANSCAT INC Industrials 3,300.0 $242K -11K -77.2% $73.45 +5.3%
1852 HCKT HACKETT GROUP INC Technology 18,534.0 $241K -69K -78.9% $13.01 -26.4%
1853 TDUP THREDUP INC Consumer Cyclical 73,464.0 $241K -103K -58.4% $3.28 +29.3%
1854 UFCS UNITED FIRE GROUP INC Financial Services 6,435.0 $238K -300.0 -4.5% $37.06 +32.4%
1855 FRO FRONTLINE PLC Energy 6,705.0 $234K -354K -98.1% $34.86 +6.7%
1856 FISI FINANCIAL INSTITUTIONS INC Financial Services 7,253.0 $230K -7K -50.5% $31.71 +8.0%
1857 CNP CENTERPOINT ENERGY INC Utilities 5,312.0 $229K -2K -29.1% $43.16 -1.4%
1858 CNI CANADIAN NATL RY CO Industrials 2,200.0 $226K -14K -86.1% $102.90 +9.3%
1859 DOYU DOUYU INTL HLDGS LTD Communication Services 44,591.0 $224K -5K -10.6% $5.02 -9.6%
1860 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 24,030.0 $224K -88K -78.5% $9.31 +5.4%
Page 93 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%