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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 203 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 VXF VANGUARD INDEX FDS 1,595.0 $328K NEW $205.80 +11.1%
4042 DEO CALL DIAGEO PLC Consumer Defensive 4,400.0 $328K +1K +46.7% $74.45 +15.5%
4043 ARAY ACCURAY INC DEL Healthcare 843,646.0 $327K -840K -49.9% $0.39 -21.0%
4044 AELUMA INC 25,000.0 $327K NEW $13.09
4045 VIS VANGUARD WORLD FD 1,047.0 $327K -240.0 -18.6% $312.22 +6.8%
4046 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 29,224.0 $323K +521.0 +1.8% $11.06 -1.8%
4047 YETI YETI HLDGS INC Consumer Cyclical 8,822.0 $323K -90K -91.0% $36.59 +22.1%
4048 TCRX TSCAN THERAPEUTICS INC Healthcare 319,587.0 $323K +250K +360.3% $1.01 -1.5%
4049 XRX CALL XEROX HOLDINGS CORP Technology 250,000.0 $322K NEW $1.29 +96.9%
4050 VICR VICOR CORP Technology 2,000.0 $322K NEW $161.00 +64.1%
4051 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 13,700.0 $320K -15K -51.9% $23.39 -1.6%
4052 GSL PUT GLOBAL SHIP LEASE INC Industrials 8,500.0 $316K -600.0 -6.6% $37.23 +10.0%
4053 PRGS PUT PROGRESS SOFTWARE CORP Technology 12,300.0 $315K -26K -68.0% $25.65 +13.9%
4054 BLAIZE HLDGS INC 900,000.0 $315K $0.35
4055 MLKN MILLERKNOLL INC Consumer Cyclical 21,680.0 $313K -141K -86.7% $14.46 +6.7%
4056 RYANAIR HOLDINGS PLC 5,400.0 $312K NEW $57.80
4057 FXD FIRST TR EXCHANGE-TRADED FD 4,864.0 $311K $64.02 +2.5%
4058 WSR WHITESTONE REIT Real Estate 19,220.0 $310K NEW $16.15 +17.5%
4059 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 101,934.0 $310K -64K -38.7% $3.04 +39.1%
4060 AUR CALL AURORA INNOVATION INC Technology 75,000.0 $309K NEW $4.12 +74.0%
Page 203 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%