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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 132 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 NTGR NETGEAR INC Technology 167,833.0 $3.9M 0.00% +91K +117.4% $23.35 -11.3%
2622 CVLG COVENANT LOGISTICS GROUP INC Industrials 88,668.0 $3.9M 0.00% -8K -8.5% $44.18 -21.6%
2623 APLE APPLE HOSPITALITY REIT INC Real Estate 233,022.0 $3.9M 0.00% +111K +91.6% $16.81 -1.3%
2624 CRTO CRITEO S A Communication Services 214,140.0 $3.9M 0.00% -149K -41.1% $18.28 -6.5%
2625 SIGI SELECTIVE INS GROUP INC Financial Services 40,277.0 $3.9M 0.00% -75K -65.0% $97.01 -4.5%
2626 NNE CALL NANO NUCLEAR ENERGY INC Industrials 184,800.0 $3.9M 0.00% +35K +23.2% $21.14 -13.6%
2627 FE CALL FIRSTENERGY CORP Utilities 82,000.0 $3.9M 0.00% $47.54 -2.0%
2628 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 35,500.0 $3.9M 0.00% -159K -81.7% $109.77 +1.5%
2629 IEZ ISHARES TR 144,813.0 $3.9M 0.00% NEW $26.90 +8.8%
2630 CPA PUT COPA HOLDINGS SA Industrials 25,000.0 $3.9M 0.00% NEW $155.57 -15.5%
2631 QBTS CALL D-WAVE QUANTUM INC Technology 161,900.0 $3.9M 0.00% -239K -59.7% $23.99 -22.1%
2632 TXNM ENERGY INC 68,394.0 $3.9M 0.00% -498K -87.9% $56.78
2633 TRIN TRINITY CAP INC Financial Services 216,977.0 $3.9M 0.00% -114K -34.4% $17.89 +4.0%
2634 ASIX ADVANSIX INC Basic Materials 195,244.0 $3.9M 0.00% -34K -15.0% $19.88 -15.5%
2635 CC PUT CHEMOURS CO Basic Materials 189,100.0 $3.9M 0.00% -44K -19.0% $20.52 -25.0%
2636 HE HAWAIIAN ELEC INDS INC MTN B Utilities 285,593.0 $3.9M 0.00% +176K +160.0% $13.53 -15.7%
2637 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 63,641.0 $3.9M 0.00% -176K -73.4% $60.67 +24.0%
2638 VDE VANGUARD WORLD FD 25,657.0 $3.9M 0.00% NEW $150.13 +18.5%
2639 MKC MCCORMICK & CO INC Consumer Defensive 76,267.0 $3.8M 0.00% NEW $50.42 +11.5%
2640 OLLI CALL OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 50,000.0 $3.8M 0.00% NEW $76.88 -0.7%
Page 132 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%