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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 44 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 WMT CALL WALMART INC Consumer Defensive 364,800.0 $41.3M 0.02% +289K +379.4% $113.26 -8.4%
862 BCE CALL BCE INC Communication Services 1,919,000.0 $41.3M 0.02% -250K -11.5% $21.52 +10.2%
863 CEG PUT CONSTELLATION ENERGY CORP Utilities 166,200.0 $41.3M 0.02% +27K +19.2% $248.37 +9.9%
864 CNC PUT CENTENE CORP DEL Healthcare 642,600.0 $41.2M 0.02% -897K -58.2% $64.19 +1.3%
865 USB US BANCORP Financial Services 678,404.0 $41.0M 0.02% +358K +111.8% $60.40 +2.7%
866 ARRAY TECHNOLOGIES INC 43,968,000.0 $40.9M 0.02% +3.5M +8.7% $0.93
867 KBH KB HOME Consumer Cyclical 653,334.0 $40.9M 0.02% +48K +7.8% $62.59 -11.5%
868 MD PEDIATRIX MEDICAL GROUP INC Healthcare 1,613,100.0 $40.9M 0.02% -95K -5.6% $25.33 +4.9%
869 CCJ PUT CAMECO CORP Energy 400,500.0 $40.8M 0.02% +88K +28.0% $101.86 +0.6%
870 SBUX CALL STARBUCKS CORP Consumer Cyclical 399,000.0 $40.8M 0.02% -381K -48.9% $102.19 +4.8%
871 PD PAGERDUTY INC Technology 4,222,054.0 $40.7M 0.02% +238K +6.0% $9.65 +27.7%
872 SOLV SOLVENTUM CORP Healthcare 526,392.0 $40.6M 0.02% +381K +260.9% $77.15 +16.1%
873 TCBI TEXAS CAP BANCSHARES INC Financial Services 393,039.0 $40.6M 0.02% +113K +40.3% $103.26 -4.8%
874 WAYFAIR INC 26,718,000.0 $40.5M 0.02% NEW $1.52
875 CLS PUT CELESTICA INC Technology 110,900.0 $40.4M 0.02% -36K -24.4% $364.51 -18.6%
876 CALL EXPAND ENERGY CORPORATION 442,400.0 $40.3M 0.02% +174K +64.8% $91.19
877 OTTR OTTER TAIL CORP Utilities 447,021.0 $40.2M 0.02% +48K +11.9% $89.98 +1.0%
878 JD PUT JD.COM INC Consumer Cyclical 1,576,100.0 $40.2M 0.02% -2.1M -57.1% $25.48 +15.3%
879 SUPER MICRO COMPUTER INC 40,781,000.0 $40.1M 0.02% -35.0M -46.2% $0.98
880 ILF ISHARES TR 1,186,133.0 $40.0M 0.02% NEW $33.75 +2.8%
Page 44 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%