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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 58 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 VERX VERTEX INC Technology 2,189,827.0 $25.1M 0.01% +551K +33.6% $11.48 +17.3%
1142 FERG FERGUSON ENTERPRISES INC Industrials 105,623.0 $25.1M 0.01% +17K +19.6% $237.33 +2.1%
1143 SLB CALL SLB LIMITED Energy 539,100.0 $25.1M 0.01% +409K +314.7% $46.49 +15.9%
1144 GIII G III APPAREL GROUP LTD Consumer Cyclical 742,284.0 $25.0M 0.01% +48K +6.9% $33.71 +0.2%
1145 VRRM VERRA MOBILITY CORP Technology 5,878,842.0 $25.0M 0.01% +3.2M +119.9% $4.25 +7.3%
1146 BKH BLACK HILLS CORP Utilities 335,535.0 $25.0M 0.01% -12K -3.5% $74.40 -3.6%
1147 RIO CALL RIO TINTO PLC Basic Materials 262,300.0 $24.9M 0.01% -24K -8.4% $94.93 +10.9%
1148 STUBHUB HLDGS INC 1,925,107.0 $24.8M 0.01% NEW $12.87
1149 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 482,029.0 $24.6M 0.01% -1.1M -70.3% $50.99 -2.3%
1150 IAG IAMGOLD CORP Basic Materials 1,551,244.0 $24.6M 0.01% +626K +67.6% $15.84 +33.4%
1151 PWR PUT QUANTA SVCS INC Industrials 34,100.0 $24.6M 0.01% +18K +105.4% $720.04 -11.2%
1152 CRON CRONOS GROUP INC Healthcare 8,840,503.0 $24.6M 0.01% +1.2M +16.0% $2.78 +19.2%
1153 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 137,700.0 $24.5M 0.01% +136K +9735.7% $178.24 +17.6%
1154 RDDT REDDIT INC Communication Services 141,206.0 $24.5M 0.01% -60K -30.0% $173.58 -11.7%
1155 TM TOYOTA MOTOR CORP Consumer Cyclical 145,165.0 $24.4M 0.01% +70K +92.2% $168.42 +17.2%
1156 LULU LULULEMON ATHLETICA INC Consumer Cyclical 214,001.0 $24.4M 0.01% -20K -8.5% $114.18 +6.0%
1157 NOW CALL SERVICENOW INC Technology 246,100.0 $24.4M 0.01% +14K +6.1% $99.28 +29.4%
1158 SE SEA LTD Consumer Cyclical 254,688.0 $24.4M 0.01% -201K -44.1% $95.83 +22.6%
1159 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 197,319.0 $24.3M 0.01% -3K -1.5% $123.29 +9.1%
1160 VCYT VERACYTE INC Healthcare 413,037.0 $24.3M 0.01% +371K +880.3% $58.73 -28.0%
Page 58 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%