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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 217 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4321 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 21,919.0 $204K NEW $9.32 +131.0%
4322 XT ISHARES TR 2,920.0 $204K NEW $69.74 +13.4%
4323 AAT AMERICAN ASSETS TR INC Real Estate 10,752.0 $204K NEW $18.93 +11.3%
4324 BGS B & G FOODS INC NEW Consumer Defensive 47,188.0 $203K NEW $4.30 -4.9%
4325 PUT CENCORA INC 600.0 $203K NEW $337.75
4326 PWR QUANTA SVCS INC Industrials 480.0 $203K NEW $422.06 +82.4%
4327 LIT GLOBAL X FDS 3,123.0 $203K NEW $64.86 +28.0%
4328 ENTG PUT ENTEGRIS INC Technology 2,400.0 $202K NEW $84.25 +57.9%
4329 GREIF INC 2,696.0 $201K NEW $74.69
4330 WHD CALL CACTUS INC Energy 4,400.0 $201K NEW $45.68 +24.7%
4331 XSMO INVESCO EXCHANGE TRADED FD T 2,790.0 $201K NEW $72.01 +16.8%
4332 FDD FIRST TR EXCHANGE-TRADED FD 11,473.0 $201K NEW $17.50 +12.0%
4333 FIVN CALL FIVE9 INC Technology 10,000.0 $200K NEW $20.05 +7.9%
4334 WSC PUT WILLSCOT HLDGS CORP Industrials 10,600.0 $200K NEW $18.83 +30.0%
4335 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 30,221.0 $198K NEW $6.54 -11.6%
4336 PLUG PUT PLUG POWER INC Industrials 100,000.0 $197K NEW $1.97 +91.9%
4337 ALMONTY INDS INC 22,289.0 $196K NEW $8.81
4338 ALIT PUT ALIGHT INC Technology 100,000.0 $195K NEW $1.95 -58.9%
4339 SG PUT SWEETGREEN INC Consumer Cyclical 28,600.0 $193K NEW $6.76 +19.7%
4340 XGN EXAGEN INC Healthcare 31,579.0 $192K NEW $6.08 -42.6%
Page 217 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%