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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 38 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RCI CALL ROGERS COMMUNICATIONS INC Communication Services 1,595,000.0 $51.8M 0.03% -250K -13.6% $32.50 +11.6%
742 KOS KOSMOS ENERGY LTD Energy 24,538,308.0 $51.8M 0.03% +4.2M +20.4% $2.11 +40.3%
743 ITW ILLINOIS TOOL WKS INC Industrials 191,135.0 $51.7M 0.03% -819K -81.1% $270.47 +4.4%
744 RJF RAYMOND JAMES FINL INC Financial Services 339,446.0 $51.6M 0.03% +198K +140.0% $152.03 +15.2%
745 VALE CALL VALE S A Basic Materials 3,418,400.0 $51.4M 0.02% -590K -14.7% $15.04 -3.0%
746 PATH UIPATH INC Technology 4,719,704.0 $51.3M 0.02% +3.5M +303.1% $10.87 +50.8%
747 VMC VULCAN MATLS CO Basic Materials 173,706.0 $51.2M 0.02% +143K +469.5% $295.01 -6.4%
748 FN FABRINET Technology 90,948.0 $51.1M 0.02% +86K +1610.5% $562.08 -22.3%
749 DXC DXC TECHNOLOGY CO Technology 5,774,326.0 $51.1M 0.02% +3.0M +110.1% $8.85 +22.0%
750 FIX PUT COMFORT SYS USA INC Industrials 25,700.0 $50.9M 0.02% +10K +58.6% $1981.95 -16.5%
751 ALLE ALLEGION PLC Industrials 361,755.0 $50.8M 0.02% +275K +315.4% $140.49 +15.5%
752 ROL ROLLINS INC Consumer Cyclical 1,214,101.0 $50.7M 0.02% +1.2M +4429.7% $41.74 -11.6%
753 XOP SPDR SERIES TRUST 328,143.0 $50.6M 0.02% NEW $154.26 +22.9%
754 BTDR BITDEER TECHNOLOGIES GROUP Technology 3,186,808.0 $50.6M 0.02% NEW $15.87 -28.4%
755 NOK NOKIA CORP Technology 3,804,689.0 $50.5M 0.02% +1.7M +84.5% $13.28 -23.1%
756 VNQ VANGUARD INDEX FDS 523,931.0 $50.5M 0.02% NEW $96.43 +2.1%
757 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,058,549.0 $50.5M 0.02% -551K -34.2% $47.68 -2.2%
758 MA PUT MASTERCARD INCORPORATED Financial Services 98,100.0 $50.4M 0.02% NEW $513.60 +13.1%
759 AVPT AVEPOINT INC Technology 4,493,297.0 $50.4M 0.02% -1.0M -18.4% $11.21 +19.3%
760 GFI GOLD FIELDS LTD Basic Materials 1,496,983.0 $50.3M 0.02% NEW $33.59 +42.3%
Page 38 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%