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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 147 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 CHRD PUT CHORD ENERGY CORPORATION Energy 13,900.0 $2.0M 0.00% NEW $142.18 +0.5%
2922 FG F&G ANNUITIES & LIFE INC Financial Services 78,052.0 $2.0M 0.00% +38K +96.7% $25.32 +9.0%
2923 NOG CALL NORTHERN OIL & GAS INC Energy 67,600.0 $2.0M 0.00% -22K -24.2% $29.23 -19.2%
2924 PUT FLAGSTAR BANK NATIONAL ASSOC 150,000.0 $2.0M 0.00% $13.17
2925 IRM CALL IRON MTN INC DEL Real Estate 19,300.0 $2.0M 0.00% -15K -43.4% $102.14 +24.7%
2926 IRM PUT IRON MTN INC DEL Real Estate 19,300.0 $2.0M 0.00% $102.14 +24.7%
2927 BOTZ GLOBAL X FDS 59,336.0 $2.0M 0.00% +50K +566.3% $33.22 +19.4%
2928 AESI CALL ATLAS ENERGY SOLUTIONS INC Energy 150,000.0 $2.0M 0.00% NEW $13.12 +48.4%
2929 UVE UNIVERSAL INS HLDGS INC Financial Services 57,530.0 $2.0M 0.00% +23K +68.0% $34.16 +16.9%
2930 ESE ESCO TECHNOLOGIES INC Technology 6,945.0 $2.0M 0.00% -268.0 -3.7% $281.37 +4.2%
2931 MSBI MIDLAND STATES BANCORP INC Financial Services 87,534.0 $2.0M 0.00% -29K -24.7% $22.31 +23.6%
2932 WISDOMTREE INC 1,472,000.0 $2.0M 0.00% -6.8M -82.3% $1.33
2933 CB CHUBB LTD SWITZ Financial Services 5,989.0 $2.0M 0.00% -18K -75.5% $325.93 +1.3%
2934 ABSI ABSCI CORPORATION Healthcare 649,817.0 $1.9M 0.00% NEW $3.00 +69.7%
2935 PFSI CALL PENNYMAC FINL SVCS INC NEW Financial Services 22,300.0 $1.9M 0.00% NEW $87.40 -0.4%
2936 OMDA OMADA HEALTH INC Healthcare 154,992.0 $1.9M 0.00% NEW $12.57 +30.8%
2937 CALL HUT 8 CORP 41,500.0 $1.9M 0.00% -167K -80.1% $46.91
2938 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 252,034.0 $1.9M 0.00% +154K +157.6% $7.72 -9.1%
2939 BLFS BIOLIFE SOLUTIONS INC Healthcare 101,870.0 $1.9M 0.00% -65K -38.8% $19.08 +29.7%
2940 HELE PUT HELEN OF TROY LTD Consumer Defensive 134,600.0 $1.9M 0.00% +5K +3.5% $14.42 +71.9%
Page 147 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%