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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 214 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 CHENGHE ACQUISITION II CO 87,500.0 $130K $1.48
4262 CRITICAL METALS CORP 37,500.0 $129K -100K -72.7% $3.45
4263 GOSS GOSSAMER BIO INC Healthcare 389,431.0 $128K +191K +96.0% $0.33 +3.5%
4264 FSK PUT FS KKR CAP CORP Financial Services 12,500.0 $127K NEW $10.18 +6.1%
4265 EPM EVOLUTION PETE CORP Energy 27,688.0 $127K NEW $4.58 +1.7%
4266 D. BORAL ARC ACQ I CORP. 225,000.0 $126K $0.56
4267 THAYER VENTURES ACQ CORP II 625,000.0 $125K $0.20
4268 INSE INSPIRED ENTMT INC Consumer Cyclical 17,380.0 $124K -11K -38.7% $7.13 +2.9%
4269 VNME VENDOME ACQUISITION CORP I Financial Services 450,000.0 $122K $0.27 +3663.0%
4270 ASUR ASURE SOFTWARE INC Technology 13,831.0 $119K -1K -7.7% $8.60 -0.8%
4271 INFLECTION POINT ACQU CORP V 200,000.0 $118K $0.59
4272 RUMBLE INC 106,572.0 $114K $1.07
4273 GORES HLDGS X INC 225,000.0 $112K $0.50
4274 INFINITE EAGLE ACQUISITION C 625,000.0 $112K NEW $0.18
4275 RANGE CAP ACQUISITION CORP 375,000.0 $112K $0.30
4276 SANA SANA BIOTECHNOLOGY INC Healthcare 38,670.0 $111K -22K -36.5% $2.88 +9.0%
4277 AGEN AGENUS INC Healthcare 33,269.0 $111K -94K -73.9% $3.34 +7.2%
4278 SOUNDTHINKING INC 16,275.0 $108K -13K -44.0% $6.62
4279 ASM AVINO SILVER & GOLD MINES LT Basic Materials 16,900.0 $107K NEW $6.35 +12.5%
4280 CVRX CVRX INC Healthcare 11,229.0 $106K -85K -88.3% $9.46 -36.7%
Page 214 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%