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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 117 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 MYRG CALL MYR GROUP INC Industrials 11,000.0 $5.5M 0.00% NEW $500.40 -40.8%
2322 AI C3 AI INC Technology 601,630.0 $5.5M 0.00% +348K +137.0% $9.09 +7.7%
2323 GALAXYEDGE ACQUISITION CORP 550,000.0 $5.5M 0.00% NEW $9.94
2324 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 183,527.0 $5.5M 0.00% +30K +19.5% $29.78 -20.8%
2325 MKTX MARKETAXESS HLDGS INC Financial Services 47,977.0 $5.4M 0.00% +45K +1347.7% $113.49 +43.2%
2326 SII CALL SPROTT INC Financial Services 48,400.0 $5.4M 0.00% $112.35 +22.5%
2327 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 526,364.0 $5.4M 0.00% $10.32 -0.7%
2328 PINS CALL PINTEREST INC Communication Services 258,200.0 $5.4M 0.00% -334K -56.4% $21.03 +12.5%
2329 LEN PUT LENNAR CORP Consumer Cyclical 60,000.0 $5.4M 0.00% +15K +33.3% $90.49 -3.1%
2330 AVNW AVIAT NETWORKS INC Technology 244,400.0 $5.4M 0.00% +118K +93.3% $22.20 -4.7%
2331 KMX PUT CARMAX INC Consumer Cyclical 102,500.0 $5.4M 0.00% -180K -63.7% $52.89 +21.4%
2332 TDOC TELADOC HEALTH INC Healthcare 639,209.0 $5.4M 0.00% -42K -6.2% $8.48 -27.0%
2333 RKT ROCKET COS INC Financial Services 344,151.0 $5.4M 0.00% -1.5M -81.0% $15.75 -9.2%
2334 CLVT CLARIVATE PLC Technology 2,508,854.0 $5.4M 0.00% +183K +7.9% $2.16 -0.0%
2335 BX CALL BLACKSTONE INC Financial Services 46,000.0 $5.4M 0.00% +20K +79.0% $117.67 +21.9%
2336 ORC ORCHID IS CAP INC Real Estate 775,558.0 $5.4M 0.00% -663K -46.1% $6.97 -3.6%
2337 PHR PHREESIA INC Healthcare 524,496.0 $5.4M 0.00% +513K +4444.6% $10.29 +12.0%
2338 ATRC ATRICURE INC Healthcare 192,824.0 $5.4M 0.00% +136K +240.7% $27.98 +74.0%
2339 STLD CALL STEEL DYNAMICS INC Basic Materials 23,500.0 $5.4M 0.00% NEW $229.46 +0.7%
2340 VSH PUT VISHAY INTERTECHNOLOGY INC Technology 100,000.0 $5.4M 0.00% NEW $53.78 -41.8%
Page 117 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%