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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 215 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 OGN CALL ORGANON & CO Healthcare 17,600.0 $105K $5.99 +123.0%
4282 ARRY PUT ARRAY TECHNOLOGIES INC Energy 14,500.0 $105K -233K -94.2% $7.23 +24.1%
4283 GCT SEMICONDUCTOR HLDG INC 575,000.0 $104K $0.18
4284 XGN EXAGEN INC Healthcare 34,569.0 $104K +3K +9.5% $3.00 +21.3%
4285 GPK PUT GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10,000.0 $99K NEW $9.94 +2.7%
4286 SOREN ACQUISITION CORP 308,333.0 $99K NEW $0.32
4287 ATAIBECKLEY INC 27,419.0 $97K NEW $3.54
4288 PHR PHREESIA INC Healthcare 11,541.0 $97K NEW $8.38 +4.7%
4289 SPRY ARS PHARMACEUTICALS INC Healthcare 11,873.0 $95K -15K -55.2% $8.03 -1.1%
4290 CHURCHILL CAP CORP XI 129,718.0 $94K NEW $0.73
4291 HELPORT AI LTD 847,500.0 $93K $0.11
4292 NEW ERA ENERGY & DIGITAL INC 49,999.0 $91K $1.82
4293 LIVE OAK ACQUISITION CORP V 62,500.0 $91K $1.45
4294 KRAKACQUISITION CORPORATION 150,000.0 $90K NEW $0.60
4295 GRNT GRANITE RIDGE RESOURCES INC Energy 14,603.0 $86K NEW $5.87 -9.4%
4296 MVST MICROVAST HOLDINGS INC Industrials 57,114.0 $86K +36K +174.4% $1.50 -1.3%
4297 LIFEZONE METALS LIMITED 166,366.0 $83K $0.50
4298 PYROPHYTE ACQUISITION CORP. 250,000.0 $82K $0.33
4299 EMPD EMPERY DIGITAL INC Consumer Cyclical 19,432.0 $82K NEW $4.23 +20.8%
4300 RESERVOIR MEDIA INC 547,924.0 $82K $0.15
Page 215 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%