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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 34 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ARM CALL ARM HOLDINGS PLC Technology 328,300.0 $49.7M 0.03% -260K -44.2% $151.28 +68.0%
662 ETN EATON CORP PLC Industrials 138,726.0 $49.6M 0.03% -405K -74.5% $357.67 +6.4%
663 TEAM PUT ATLASSIAN CORPORATION Technology 724,500.0 $49.4M 0.03% +447K +160.7% $68.25 +24.5%
664 PEP CALL PEPSICO INC Consumer Defensive 318,100.0 $49.4M 0.03% -365K -53.5% $155.29 -3.4%
665 AG PUT FIRST MAJESTIC SILVER CORP Basic Materials 2,300,100.0 $49.4M 0.03% +2.3M +8056.4% $21.48 -7.6%
666 SNAP INC 54,068,000.0 $49.4M 0.03% +34.6M +177.3% $0.91
667 SATS PUT ECHOSTAR CORP Technology 421,000.0 $49.3M 0.03% +294K +232.8% $117.07 +16.9%
668 NU NU HLDGS LTD Financial Services 3,416,103.0 $49.1M 0.03% +1.9M +125.9% $14.37 -11.8%
669 THC TENET HEALTHCARE CORP Healthcare 260,069.0 $49.1M 0.03% -929K -78.1% $188.71 -2.3%
670 RBLX PUT ROBLOX CORP Technology 867,100.0 $49.0M 0.03% +89K +11.4% $56.56 -19.3%
671 KR KROGER CO Consumer Defensive 676,576.0 $49.0M 0.03% -71K -9.5% $72.36 -4.5%
672 SE PUT SEA LTD Consumer Cyclical 589,700.0 $48.8M 0.03% -120K -16.9% $82.81 +4.9%
673 UPS CALL UNITED PARCEL SVCS INC Industrials 494,800.0 $48.7M 0.03% +80K +19.3% $98.38 +0.0%
674 B CALL BARRICK MNG CORP Basic Materials 1,188,800.0 $48.5M 0.03% +382K +47.3% $40.79 +0.1%
675 PUT EXPAND ENERGY CORPORATION 441,500.0 $48.5M 0.03% +260K +143.5% $109.78
676 TRAVERE THERAPEUTICS INC 38,285,000.0 $48.4M 0.03% $1.26
677 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 2,602,543.0 $48.2M 0.03% -1.7M -39.4% $18.52 -10.0%
678 GRMN GARMIN LTD Technology 206,877.0 $48.0M 0.03% -138K -40.0% $232.01 +0.6%
679 AG FIRST MAJESTIC SILVER CORP Basic Materials 2,234,593.0 $48.0M 0.03% +1.5M +207.9% $21.48 -7.6%
680 LEU CENTRUS ENERGY CORP Energy 275,396.0 $47.8M 0.03% -505K -64.7% $173.59 -1.3%
Page 34 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%