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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 103 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ATEN A10 NETWORKS INC Technology 263,387.0 $6.1M 0.00% NEW $23.12 +22.5%
2042 TJX CALL TJX COS INC NEW Consumer Cyclical 38,100.0 $6.1M 0.00% -103K -73.0% $159.70 -0.3%
2043 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 718,800.0 $6.1M 0.00% +45K +6.6% $8.45 +26.6%
2044 PAGAYA U S HLDG CO LLC 5,250,000.0 $6.1M 0.00% -5.0M -48.8% $1.15
2045 ADAC AMERICAN DRIVE ACQUISITION C Financial Services 609,675.0 $6.0M 0.00% NEW $9.90 +0.4%
2046 LKFN LAKELAND FINL CORP Financial Services 105,188.0 $6.0M 0.00% +29K +37.5% $57.38 +4.9%
2047 REGN PUT REGENERON PHARMACEUTICALS Healthcare 7,800.0 $6.0M 0.00% $772.64 -15.9%
2048 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 11,500.0 $6.0M 0.00% -19K -61.8% $522.71 -5.7%
2049 DNMX DYNAMIX CORP III Financial Services 603,703.0 $6.0M 0.00% $9.92 +0.9%
2050 WEC WEC ENERGY GROUP INC Utilities 51,700.0 $6.0M 0.00% +9K +20.5% $115.77 -4.4%
2051 CALL UNILEVER PLC 104,916.0 $6.0M 0.00% -49K -31.9% $56.97
2052 XPEL XPEL INC Consumer Cyclical 134,927.0 $6.0M 0.00% -31K -18.5% $44.26 +2.1%
2053 AKAM AKAMAI TECHNOLOGIES INC Technology 51,954.0 $6.0M 0.00% -692K -93.0% $114.85 +27.3%
2054 ES EVERSOURCE ENERGY Utilities 86,109.0 $6.0M 0.00% NEW $69.28 +0.5%
2055 KRAKACQUISITION CORPORATION 600,000.0 $5.9M 0.00% NEW $9.86
2056 AMCX AMC NETWORKS INC Communication Services 870,634.0 $5.9M 0.00% -317K -26.7% $6.79 +32.5%
2057 ZYMEWORKS INC 235,621.0 $5.9M 0.00% +12K +5.3% $25.04
2058 SKT TANGER INC Real Estate 173,601.0 $5.9M 0.00% +100K +136.9% $33.98 +4.9%
2059 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 1,400.0 $5.9M 0.00% -29K -95.4% $4210.32 -96.2%
2060 CLVT CLARIVATE PLC Technology 2,325,426.0 $5.9M 0.00% +1.7M +274.7% $2.53 -4.3%
Page 103 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%