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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 58 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WDAY CALL WORKDAY INC Technology 155,400.0 $20.2M 0.01% +109K +233.5% $129.92 -2.5%
1142 VLTO VERALTO CORP Industrials 228,038.0 $20.2M 0.01% -258K -53.1% $88.42 -2.5%
1143 BIDU BAIDU INC Communication Services 180,377.0 $20.1M 0.01% +164K +977.7% $111.42 +17.7%
1144 SNOWFLAKE INC 17,000,000.0 $20.1M 0.01% NEW $1.18
1145 YUMC YUM CHINA HLDGS INC Consumer Cyclical 411,900.0 $20.1M 0.01% -365K -47.0% $48.78 -6.6%
1146 BLDP BALLARD PWR SYS INC NEW Industrials 8,282,852.0 $20.0M 0.01% +3.3M +67.2% $2.42 +124.6%
1147 HLI HOULIHAN LOKEY INC Financial Services 138,517.0 $19.9M 0.01% -10K -6.6% $143.62 +5.5%
1148 GM PUT GENERAL MTRS CO Consumer Cyclical 267,000.0 $19.9M 0.01% -938K -77.8% $74.50 +3.6%
1149 PB PROSPERITY BANCSHARES INC Financial Services 295,288.0 $19.8M 0.01% +112K +60.9% $67.18 +2.9%
1150 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 266,266.0 $19.8M 0.01% -831K -75.7% $74.38 -32.5%
1151 TSHA TAYSHA GENE THERAPIES INC Healthcare 4,427,301.0 $19.8M 0.01% +414K +10.3% $4.47 +22.8%
1152 ERAS ERASCA INC Healthcare 1,219,534.0 $19.7M 0.01% +1.0M +503.9% $16.18 -28.2%
1153 CNQ CANADIAN NAT RES LTD MED TER Energy 402,610.0 $19.6M 0.01% +389K +2829.8% $48.76 -0.2%
1154 SCHD SCHWAB STRATEGIC TR 639,606.0 $19.6M 0.01% -940K -59.5% $30.68 +5.1%
1155 GM CALL GENERAL MTRS CO Consumer Cyclical 263,200.0 $19.6M 0.01% -475K -64.4% $74.50 +3.6%
1156 TGTX TG THERAPEUTICS INC Healthcare 590,047.0 $19.6M 0.01% -110K -15.8% $33.22 +19.7%
1157 COINBASE GLOBAL INC 19,725,000.0 $19.6M 0.01% -123.0M -86.2% $0.99
1158 WTM WHITE MTNS INS GROUP LTD Financial Services 8,910.0 $19.6M 0.01% +317.0 +3.7% $2196.96 -2.4%
1159 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 401,100.0 $19.6M 0.01% -399K -49.9% $48.77 -0.2%
1160 WDAY PUT WORKDAY INC Technology 150,200.0 $19.5M 0.01% -12K -7.5% $129.92 -2.5%
Page 58 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%