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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 101 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 XPERI INC 1,125,572.0 $6.3M 0.00% -101K -8.2% $5.60
2002 AMGN PUT AMGEN INC Healthcare 17,900.0 $6.3M 0.00% +4K +27.9% $351.85 -4.1%
2003 FLR CALL FLUOR CORP Industrials 135,000.0 $6.3M 0.00% -7K -5.0% $46.65 -4.4%
2004 HCA CALL HCA HEALTHCARE INC Healthcare 13,300.0 $6.3M 0.00% -60K -81.8% $473.24 -17.0%
2005 LMND CALL LEMONADE INC Financial Services 100,100.0 $6.3M 0.00% -418K -80.7% $62.68 -9.0%
2006 WBS WEBSTER FINL CORP Financial Services 90,334.0 $6.3M 0.00% -100K -52.5% $69.42 +5.3%
2007 ETN PUT EATON CORP PLC Industrials 17,500.0 $6.3M 0.00% -42K -70.7% $357.67 +6.7%
2008 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 84,600.0 $6.3M 0.00% -202K -70.5% $73.98 +3.5%
2009 DDOG DATADOG INC Technology 53,000.0 $6.3M 0.00% +17K +47.6% $118.05 +84.7%
2010 MRVL CALL MARVELL TECHNOLOGY INC Technology 63,100.0 $6.3M 0.00% -220K -77.7% $99.05 +92.5%
2011 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 35,600.0 $6.2M 0.00% +26K +278.7% $175.48 +50.7%
2012 IEAG INFINITE EAGLE ACQUISITION C Financial Services 625,000.0 $6.2M 0.00% NEW $9.98 +0.7%
2013 MO PUT ALTRIA GROUP INC Consumer Defensive 94,500.0 $6.2M 0.00% -188K -66.5% $65.99 +11.7%
2014 BAND BANDWIDTH INC Technology 349,860.0 $6.2M 0.00% -37K -9.6% $17.82 +228.5%
2015 KYTX KYVERNA THERAPEUTICS INC Healthcare 721,581.0 $6.2M 0.00% +203K +39.2% $8.63 +3.1%
2016 MELAR ACQUISITION CORP. I 576,328.0 $6.2M 0.00% $10.79
2017 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 203,985.0 $6.2M 0.00% NEW $30.48 +22.9%
2018 DECK PUT DECKERS OUTDOOR CORP Consumer Cyclical 62,100.0 $6.2M 0.00% -42K -40.4% $100.09 +2.5%
2019 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 1,074,771.0 $6.2M 0.00% -750K -41.1% $5.78 +0.7%
2020 WAB WABTEC Industrials 24,843.0 $6.2M 0.00% -32K -56.2% $249.91 +3.7%
Page 101 of 224  ·  4,470 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%