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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 43 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VTR VENTAS INC Real Estate 423,454.0 $34.6M 0.02% +43K +11.4% $81.78 +8.0%
842 DXC DXC TECHNOLOGY CO Technology 2,747,867.0 $34.5M 0.02% -140K -4.8% $12.57 -29.0%
843 PUT BLOCK INC 573,600.0 $34.5M 0.02% -631K -52.4% $60.18
844 LITHIUM AMERS CORP NEW 8,710,308.0 $34.5M 0.02% +6.4M +283.7% $3.96
845 IDCC INTERDIGITAL INC Technology 113,300.0 $34.2M 0.02% +95K +514.6% $302.00 -12.3%
846 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,068,500.0 $34.2M 0.02% -1.5M -59.0% $32.01 +3.2%
847 GEN GEN DIGITAL INC Technology 1,816,359.0 $34.2M 0.02% NEW $18.83 +29.2%
848 SPXC SPX TECHNOLOGIES INC Industrials 170,745.0 $34.1M 0.02% $199.94 -2.1%
849 CROX CROCS INC Consumer Cyclical 410,678.0 $34.1M 0.02% -230K -36.0% $83.02 +19.4%
850 UAA UNDER ARMOUR INC Consumer Cyclical 5,752,670.0 $34.0M 0.02% +1.2M +27.3% $5.91 -13.0%
851 CCJ PUT CAMECO CORP Energy 312,900.0 $34.0M 0.02% +151K +93.0% $108.62 -4.2%
852 AMGN CALL AMGEN INC Healthcare 96,500.0 $34.0M 0.02% -24K -20.2% $351.85 -5.8%
853 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 123,351.0 $33.9M 0.02% -225K -64.6% $275.18 -10.2%
854 MRNA MODERNA INC Healthcare 666,532.0 $33.9M 0.02% -4.5M -87.1% $50.80 -10.0%
855 SLB PUT SLB LIMITED Energy 656,100.0 $33.7M 0.02% -780K -54.3% $51.39 +10.5%
856 GBX GREENBRIER COS INC Industrials 639,913.0 $33.7M 0.02% +88K +16.0% $52.65 -9.5%
857 VISN VISTANCE NETWORKS INC Technology 1,842,595.0 $33.5M 0.02% -1.7M -47.9% $18.20 -38.6%
858 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 470,374.0 $33.5M 0.02% -837K -64.0% $71.18 -13.5%
859 RKLB PUT ROCKET LAB CORP Industrials 520,600.0 $33.4M 0.02% +268K +106.3% $64.22 +98.2%
860 CRL CHARLES RIV LABS INTL INC Healthcare 193,483.0 $33.4M 0.02% -238K -55.1% $172.50 -11.6%
Page 43 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%