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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 52 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CALL TOTALENERGIES SE 402,000.0 $31.2M 0.01% -51K -11.3% $77.70
1022 SIL GLOBAL X FDS 402,290.0 $31.2M 0.01% NEW $77.46 +28.5%
1023 MSGE SPHERE ENTERTAINMENT CO Communication Services 178,850.0 $30.9M 0.01% -51K -22.3% $173.03 -53.8%
1024 MCD MCDONALDS CORP Consumer Cyclical 114,450.0 $30.9M 0.01% -93K -44.9% $270.31 +0.2%
1025 TILE INTERFACE INC Consumer Cyclical 862,819.0 $30.9M 0.01% -120K -12.2% $35.84 +8.6%
1026 AFL AFLAC INC Financial Services 263,546.0 $30.9M 0.01% +161K +157.5% $117.25 -1.0%
1027 RYN RAYONIER INC Real Estate 1,448,113.0 $30.8M 0.01% -676K -31.8% $21.28 -0.4%
1028 ALL ALLSTATE CORP Financial Services 129,497.0 $30.8M 0.01% -27K -17.3% $237.94 +6.7%
1029 GRMN GARMIN LTD Technology 129,691.0 $30.8M 0.01% -77K -37.3% $237.54 +24.1%
1030 HLIT HARMONIC INC Technology 1,881,400.0 $30.7M 0.01% -1.2M -39.4% $16.33 -23.6%
1031 SLB SLB LIMITED Energy 660,468.0 $30.7M 0.01% +166K +33.6% $46.49 +15.9%
1032 FLAGSTAR BANK NATIONAL ASSOC 2,051,450.0 $30.6M 0.01% +2.0M +2309.4% $14.94
1033 ISRG PUT INTUITIVE SURGICAL INC Healthcare 77,000.0 $30.6M 0.01% +5K +6.7% $397.68 -4.7%
1034 CODI COMPASS DIVERSIFIED Industrials 2,872,202.0 $30.6M 0.01% -246K -7.9% $10.66 +9.6%
1035 PUT HUT 8 CORP 264,500.0 $30.5M 0.01% +234K +756.0% $115.44
1036 VRT CALL VERTIV HOLDINGS CO Industrials 91,100.0 $30.5M 0.01% +28K +43.5% $334.82 -21.8%
1037 EXTR EXTREME NETWORKS INC Technology 938,182.0 $30.4M 0.01% -532K -36.2% $32.37 -28.9%
1038 WAFD WAFD INC Financial Services 790,567.0 $30.3M 0.01% +239K +43.3% $38.37 -5.2%
1039 AVBP ARRIVENT BIOPHARMA INC Healthcare 872,011.0 $30.3M 0.01% +503K +136.4% $34.74 -16.2%
1040 MAT MATTEL INC Consumer Cyclical 2,180,720.0 $30.3M 0.01% -1.7M -43.9% $13.88 +4.5%
Page 52 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%