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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 122 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 MEVO M EVO GBL ACQUISITION CORP I Financial Services 368,930.0 $3.6M 0.00% NEW $9.84 +0.8%
2422 IDCC PUT INTERDIGITAL INC Technology 12,000.0 $3.6M 0.00% -7K -36.2% $302.00 -12.8%
2423 BRBR CALL BELLRING BRANDS INC Consumer Defensive 225,000.0 $3.6M 0.00% +135K +150.0% $16.09 -46.6%
2424 ARRY CALL ARRAY TECHNOLOGIES INC Energy 500,000.0 $3.6M 0.00% +108K +27.6% $7.23 +16.5%
2425 PG PUT PROCTER & GAMBLE CO Consumer Defensive 25,000.0 $3.6M 0.00% -4K -15.2% $144.44 -1.0%
2426 ATKR ATKORE INC Industrials 61,270.0 $3.6M 0.00% -52K -45.9% $58.91 +45.0%
2427 PL PUT PLANET LABS PBC Industrials 129,000.0 $3.6M 0.00% $27.95 +72.9%
2428 HP PUT HELMERICH & PAYNE INC Energy 100,000.0 $3.6M 0.00% -38K -27.5% $36.03 +11.7%
2429 FAST FASTENAL CO Industrials 77,645.0 $3.6M 0.00% -73K -48.4% $46.40 -4.2%
2430 MSTR STRATEGY INC Technology 28,810.0 $3.6M 0.00% -298K -91.2% $124.80 +28.1%
2431 TECX TECTONIC THERAPEUTIC INC Healthcare 116,120.0 $3.6M 0.00% -4K -3.4% $30.91 -3.0%
2432 JOYY JOYY INC Communication Services 61,388.0 $3.6M 0.00% NEW $58.39 +9.8%
2433 UAA CALL UNDER ARMOUR INC Consumer Cyclical 606,000.0 $3.6M 0.00% +249K +69.8% $5.91 -4.2%
2434 BBY BEST BUY INC Consumer Cyclical 55,639.0 $3.6M 0.00% -192K -77.5% $64.20 -1.5%
2435 EPI WISDOMTREE TR 87,377.0 $3.6M 0.00% +75K +630.6% $40.80 +4.2%
2436 HWC HANCOCK WHITNEY CORPORATION Financial Services 56,006.0 $3.6M 0.00% NEW $63.59 +7.2%
2437 AKR ACADIA RLTY TR Real Estate 186,147.0 $3.6M 0.00% NEW $19.12 +16.8%
2438 WMT PUT WALMART INC Consumer Defensive 28,600.0 $3.6M 0.00% NEW $124.28 -3.2%
2439 CNXN PC CONNECTION INC Technology 60,796.0 $3.6M 0.00% -24K -28.1% $58.46 +13.8%
2440 ARKG ARK ETF TR 134,009.0 $3.5M 0.00% -402K -75.0% $26.48 +18.2%
Page 122 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%