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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 42 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 DAL PUT DELTA AIR LINES INC Industrials 470,700.0 $44.1M 0.02% -113K -19.4% $93.66 -12.0%
822 SMTC SEMTECH CORP Technology 272,363.0 $44.1M 0.02% NEW $161.85 -23.3%
823 AQN ALGONQUIN POWER & UTILITIES Utilities 7,517,208.0 $44.1M 0.02% +4.1M +121.0% $5.86 -2.8%
824 SHOP PUT SHOPIFY INC Technology 384,900.0 $43.9M 0.02% NEW $114.18 +30.7%
825 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 156,200.0 $43.9M 0.02% +46K +42.3% $281.21 -16.2%
826 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 574,369.0 $43.9M 0.02% +506K +746.3% $76.43 -6.2%
827 KO CALL COCA COLA CO Consumer Defensive 540,000.0 $43.9M 0.02% -420K -43.8% $81.27 +12.1%
828 BRBR BELLRING BRANDS INC Consumer Defensive 3,382,302.0 $43.8M 0.02% +1.6M +89.1% $12.94 -21.3%
829 NKE CALL NIKE INC Consumer Cyclical 1,062,600.0 $43.6M 0.02% +594K +127.0% $41.05 -0.7%
830 COIN COINBASE GLOBAL INC Financial Services 298,343.0 $43.6M 0.02% +224K +303.3% $146.19 +27.6%
831 COINBASE GLOBAL INC 48,412,000.0 $43.6M 0.02% -44.5M -47.9% $0.90
832 ZD ZIFF DAVIS INC Communication Services 829,818.0 $43.5M 0.02% +154K +22.8% $52.37 +7.1%
833 FIRST HAWAIIAN INC 1,482,803.0 $43.4M 0.02% -50K -3.2% $29.30
834 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 693,500.0 $43.4M 0.02% +211K +43.8% $62.63 +40.5%
835 VVX V2X INC Industrials 582,484.0 $43.4M 0.02% +259K +80.2% $74.56 +5.3%
836 RBLX PUT ROBLOX CORP Technology 795,500.0 $43.3M 0.02% -72K -8.3% $54.38 -29.4%
837 WAL WESTERN ALLIANCE BANCORP Financial Services 525,608.0 $43.2M 0.02% +396K +304.9% $82.20 -3.1%
838 GWRE GUIDEWIRE SOFTWARE INC Technology 350,829.0 $43.2M 0.02% -23K -6.2% $123.05 +53.8%
839 XOM PUT EXXON MOBIL CORP Energy 315,400.0 $43.1M 0.02% +203K +180.4% $136.72 +20.8%
840 YMM FULL TRUCK ALLIANCE CO LTD Technology 5,305,679.0 $43.1M 0.02% -5.9M -52.8% $8.12 +8.0%
Page 42 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%