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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 114 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 SMR CALL NUSCALE PWR CORP Utilities 412,900.0 $4.5M 0.00% -1.8M -81.0% $10.84 +13.6%
2262 MRAM EVERSPIN TECHNOLOGIES INC Technology 508,831.0 $4.5M 0.00% +63K +14.2% $8.79 +267.9%
2263 CNQ PUT CANADIAN NAT RES LTD MED TER Energy 91,400.0 $4.5M 0.00% -462K -83.5% $48.77 -3.0%
2264 ULS UL SOLUTIONS INC Industrials 51,986.0 $4.5M 0.00% -58K -52.8% $85.71 +20.3%
2265 TER PUT TERADYNE INC Technology 15,000.0 $4.4M 0.00% -41K -73.4% $296.46 +29.5%
2266 TGE VALUE CREATIVE SOLUTIONS 449,038.0 $4.4M 0.00% NEW $9.88
2267 KFY KORN FERRY Industrials 70,213.0 $4.4M 0.00% -827.0 -1.2% $62.95 +8.3%
2268 STRL CALL STERLING INFRASTRUCTURE INC Industrials 10,800.0 $4.4M 0.00% -7K -38.3% $407.27 +91.2%
2269 SOC CALL SABLE OFFSHORE CORP Energy 266,200.0 $4.4M 0.00% $16.52 -15.3%
2270 LAD CALL LITHIA MTRS INC Consumer Cyclical 17,600.0 $4.4M 0.00% +15K +528.6% $249.72 +13.0%
2271 WING WINGSTOP INC Consumer Cyclical 28,342.0 $4.4M 0.00% -35K -55.4% $154.97 -9.5%
2272 BLOCK INC 72,950.0 $4.4M 0.00% -40K -35.6% $60.18
2273 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 25,000.0 $4.4M 0.00% NEW $175.48 +62.6%
2274 CERENCE INC 5,000,000.0 $4.4M 0.00% $0.88
2275 BUR BURFORD CAPITAL LIMITED Financial Services 967,830.0 $4.4M 0.00% +849K +717.1% $4.52 +3.1%
2276 MMI MARCUS & MILLICHAP INC Real Estate 164,385.0 $4.4M 0.00% -28K -14.4% $26.59 +6.3%
2277 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 51,493.0 $4.4M 0.00% +26K +99.0% $84.64 -2.0%
2278 HL CALL HECLA MINING COMPANY Basic Materials 233,700.0 $4.4M 0.00% +114K +94.6% $18.63 -6.8%
2279 MTDR MATADOR RES CO Energy 68,666.0 $4.3M 0.00% +18K +35.5% $63.18 -13.4%
2280 TLK TELEKOMUNIKASI IND Communication Services 232,197.0 $4.3M 0.00% NEW $18.68 -10.5%
Page 114 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%