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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 55 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MICROCHIP TECHNOLOGY INC. 10,182,000.0 $27.9M 0.01% +907K +9.8% $2.74
1082 FRT FEDERAL RLTY INVT TR NEW Real Estate 225,888.0 $27.9M 0.01% NEW $123.44 -5.4%
1083 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 196,000.0 $27.9M 0.01% +2K +0.9% $142.21 +5.6%
1084 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 1,100,000.0 $27.8M 0.01% +603K +121.2% $25.26 +3.6%
1085 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 528,993.0 $27.7M 0.01% +349K +194.3% $52.37 -13.9%
1086 EVH EVOLENT HEALTH INC Healthcare 5,107,561.0 $27.7M 0.01% -326K -6.0% $5.42 -12.5%
1087 MDB PUT MONGODB INC Technology 82,000.0 $27.5M 0.01% -8K -9.1% $335.90 +28.3%
1088 AZO PUT AUTOZONE INC Consumer Cyclical 8,600.0 $27.5M 0.01% -5K -36.8% $3195.94 -7.4%
1089 DUOL CALL DUOLINGO INC Technology 238,900.0 $27.5M 0.01% +183K +329.7% $115.02 +27.0%
1090 ESLT CALL ELBIT SYS LTD Industrials 36,200.0 $27.5M 0.01% -13K -26.0% $758.72 -2.3%
1091 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 693,900.0 $27.4M 0.01% +293K +73.0% $39.52 +30.1%
1092 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 29,200.0 $27.3M 0.01% -18K -37.5% $935.47 +1.3%
1093 ALMS ALUMIS INC Healthcare 968,234.0 $27.2M 0.01% +396K +69.2% $28.14 -14.1%
1094 COP CALL CONOCOPHILLIPS Energy 262,000.0 $27.2M 0.01% NEW $103.96 +29.7%
1095 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 706,616.0 $27.2M 0.01% -384K -35.2% $38.50 +2.7%
1096 INTR INTER & CO INC Financial Services 4,994,490.0 $27.1M 0.01% +2.7M +113.3% $5.43 -0.7%
1097 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 432,900.0 $27.1M 0.01% -594K -57.8% $62.63 +40.5%
1098 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 1,239,954.0 $27.1M 0.01% -362K -22.6% $21.86 -10.1%
1099 XLRE SELECT SECTOR SPDR TR 614,909.0 $27.1M 0.01% +578K +1579.8% $44.03 +2.4%
1100 UFPI UFP INDUSTRIES INC Basic Materials 297,886.0 $27.0M 0.01% -38K -11.3% $90.74 -2.1%
Page 55 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%