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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 113 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 MMM CALL 3M CO Industrials 37,700.0 $6.1M 0.00% +15K +66.8% $161.91 +10.8%
2242 ACGL ARCH CAP GROUP LTD Financial Services 62,848.0 $6.1M 0.00% -2K -2.8% $97.06 +3.6%
2243 PFS PROVIDENT FINL SVCS INC Financial Services 257,966.0 $6.1M 0.00% +246K +2129.2% $23.64 -0.8%
2244 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 101,197.0 $6.1M 0.00% -272K -72.9% $60.22 +22.3%
2245 AAOI APPLIED OPTOELECTRONICS INC Technology 41,056.0 $6.1M 0.00% -2.1M -98.1% $148.16 -23.6%
2246 NNN NNN REIT INC Real Estate 130,311.0 $6.1M 0.00% -312K -70.5% $46.53 -0.9%
2247 SVAQ SILICON VY ACQUISITION CORP Financial Services 600,000.0 $6.1M 0.00% +78K +14.9% $10.09 -0.5%
2248 BNTX PUT BIONTECH SE Healthcare 65,000.0 $6.0M 0.00% $93.05 +22.6%
2249 JD JD.COM INC Consumer Cyclical 237,335.0 $6.0M 0.00% -737K -75.6% $25.48 +15.2%
2250 PENN PENN ENTERTAINMENT INC Consumer Cyclical 282,350.0 $6.0M 0.00% +167K +145.8% $21.36 -16.9%
2251 DNMX DYNAMIX CORP III 603,703.0 $6.0M 0.00% $9.99
2252 NVST ENVISTA HOLDINGS CORPORATION Healthcare 228,766.0 $6.0M 0.00% +211K +1223.0% $26.35 +4.3%
2253 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 323,930.0 $6.0M 0.00% -153K -32.1% $18.57 -28.4%
2254 WEC WEC ENERGY GROUP INC Utilities 51,514.0 $6.0M 0.00% $116.77 -8.6%
2255 KRAKACQUISITION CORPORATION 601,159.0 $6.0M 0.00% $10.00
2256 OWL CALL BLUE OWL CAPITAL INC Financial Services 685,000.0 $6.0M 0.00% -604K -46.9% $8.75 +34.7%
2257 FLGT FULGENT GENETICS INC Healthcare 292,006.0 $6.0M 0.00% -195K -40.0% $20.52 -2.8%
2258 OPCH OPTION CARE HEALTH INC Healthcare 284,168.0 $6.0M 0.00% +134K +88.7% $20.97 +12.7%
2259 ALEC ALECTOR INC Healthcare 2,959,983.0 $5.9M 0.00% -373K -11.2% $2.01 +17.4%
2260 HIMS HIMS & HERS HEALTH INC Healthcare 171,530.0 $5.9M 0.00% -423K -71.2% $34.67 -8.4%
Page 113 of 242  ·  4,833 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 27.6%
Financial Services 18.4%
Healthcare 11.8%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 6.0%
Energy 4.3%
Basic Materials 3.8%
Consumer Defensive 3.3%
Real Estate 1.8%