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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 29 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TOST TOAST INC Technology 2,411,395.0 $63.9M 0.04% +1.1M +81.5% $26.51 -14.6%
562 VALE CALL VALE S A Basic Materials 4,008,400.0 $63.8M 0.04% +3.0M +306.9% $15.91 +2.5%
563 SSNC SS&C TECH HLDGS Technology 941,634.0 $63.6M 0.04% NEW $67.57 -0.5%
564 TSN TYSON FOODS INC Consumer Defensive 984,488.0 $63.1M 0.04% +881K +855.4% $64.07 +4.1%
565 USFD US FOODS HLDG CORP Consumer Defensive 682,529.0 $62.9M 0.04% +656K +2498.1% $92.21 -11.0%
566 OSCR OSCAR HEALTH INC Healthcare 5,485,285.0 $62.9M 0.04% -602K -9.9% $11.47 +120.6%
567 CC CHEMOURS CO Basic Materials 2,851,010.0 $62.8M 0.04% +94K +3.4% $22.03 -1.3%
568 NVAX NOVAVAX INC Healthcare 7,709,858.0 $62.8M 0.04% +1.7M +28.6% $8.14 +11.3%
569 AMGN AMGEN INC Healthcare 178,009.0 $62.6M 0.04% +149K +514.3% $351.85 -6.0%
570 SNAP INC 77,386,000.0 $62.4M 0.04% -79.4M -50.7% $0.81
571 SBSW SIBANYE STILLWATER LTD Basic Materials 5,056,652.0 $62.3M 0.04% +1.5M +42.2% $12.32 -3.2%
572 INSP INSPIRE MED SYS INC Healthcare 1,188,537.0 $61.3M 0.04% -24K -1.9% $51.58 -18.9%
573 TME TENCENT MUSIC ENTMT GROUP Communication Services 6,572,907.0 $61.0M 0.04% +4.6M +236.0% $9.28 -2.4%
574 AXON PUT AXON ENTERPRISE INC Industrials 143,600.0 $61.0M 0.04% -15K -9.5% $424.69 -7.6%
575 DASH PUT DOORDASH INC Communication Services 405,300.0 $60.9M 0.04% +201K +98.6% $150.15 +8.3%
576 WULF TERAWULF INC Financial Services 4,214,041.0 $60.8M 0.04% -11.3M -72.8% $14.43 +46.5%
577 PBF PBF ENERGY INC Energy 1,276,395.0 $60.8M 0.04% +612K +92.0% $47.62 -11.5%
578 ATR APTARGROUP INC Healthcare 481,958.0 $60.7M 0.04% +285K +144.5% $126.02 -9.8%
579 BMO CALL BANK MONTREAL MEDIUM Financial Services 446,000.0 $60.4M 0.04% -33K -6.8% $135.41 +13.8%
580 HDB HDFC BANK LTD Financial Services 2,425,460.0 $60.3M 0.04% +2.4M +10000.0% $24.88 -1.0%
Page 29 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%