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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 37 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ARGX CALL ARGENX SE Healthcare 58,300.0 $54.1M 0.03% -18K -23.4% $927.77 +12.1%
722 AMKR AMKOR TECHNOLOGY INC Technology 624,860.0 $53.9M 0.03% -864K -58.0% $86.23 -41.7%
723 BFLY BUTTERFLY NETWORK INC Healthcare 6,392,827.0 $53.8M 0.03% +5.3M +470.6% $8.42 +13.4%
724 BCE PUT BCE INC Communication Services 2,494,000.0 $53.7M 0.03% -150K -5.7% $21.52 +10.2%
725 NEM CALL NEWMONT CORP Basic Materials 574,100.0 $53.6M 0.03% +303K +111.7% $93.40 +40.9%
726 GSK GSK PLC Healthcare 1,019,449.0 $53.4M 0.03% NEW $52.42 -0.0%
727 SNOW SNOWFLAKE INC Technology 209,813.0 $53.4M 0.03% +59K +39.5% $254.50 +30.8%
728 INTU PUT INTUIT Technology 204,500.0 $53.4M 0.03% +128K +168.7% $261.00 +40.6%
729 COP CONOCOPHILLIPS Energy 513,089.0 $53.3M 0.03% +79K +18.3% $103.96 +29.7%
730 NVAX NOVAVAX INC Healthcare 5,650,905.0 $53.2M 0.03% -2.1M -26.7% $9.42 -5.1%
731 SF STIFEL FINL CORP Financial Services 762,408.0 $53.2M 0.03% +140K +22.5% $69.77 +16.0%
732 TXT TEXTRON INC Industrials 578,134.0 $53.0M 0.03% -311K -35.0% $91.73 -9.6%
733 PEB PEBBLEBROOK HOTEL TR Real Estate 2,728,760.0 $53.0M 0.03% +1.9M +218.5% $19.41 -4.8%
734 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,545,000.0 $52.5M 0.03% +476K +44.6% $34.00 +8.5%
735 RALLIANT CORP 711,817.0 $52.4M 0.03% +634K +816.5% $73.63
736 VISHAY INTERTECHNOLOGY INC 26,309,000.0 $52.3M 0.03% +1.0M +4.0% $1.99
737 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 990,499.0 $52.1M 0.03% +908K +1104.5% $52.65 +28.3%
738 WULF CALL TERAWULF INC Financial Services 2,110,000.0 $52.1M 0.03% -1.4M -40.1% $24.70 -36.7%
739 XBI SPDR SERIES TRUST 328,794.0 $52.0M 0.03% -1.0M -76.0% $158.25 +4.7%
740 NG NOVAGOLD RESOURCES INC Basic Materials 8,684,037.0 $51.8M 0.03% -851K -8.9% $5.97 +46.0%
Page 37 of 242  ·  4,833 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 27.6%
Financial Services 18.4%
Healthcare 11.8%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 6.0%
Energy 4.3%
Basic Materials 3.8%
Consumer Defensive 3.3%
Real Estate 1.8%