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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 65 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ACAD ACADIA PHARMACEUTICALS INC Healthcare 729,836.0 $16.2M 0.01% -297K -28.9% $22.26 -4.2%
1282 LCII LCI INDS Consumer Cyclical 131,933.0 $16.2M 0.01% -61K -31.7% $122.98 -11.2%
1283 PEBBLEBROOK HOTEL TR 16,583,000.0 $16.2M 0.01% $0.98
1284 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 754,900.0 $16.2M 0.01% +609K +417.8% $21.48 -7.4%
1285 CHE CHEMED CORP NEW Healthcare 42,909.0 $16.2M 0.01% -17K -27.9% $377.74 +16.9%
1286 JD CALL JD.COM INC Consumer Cyclical 546,100.0 $16.1M 0.01% -1.6M -74.0% $29.57 +6.4%
1287 OEC ORION S.A. Basic Materials 2,476,793.0 $16.1M 0.01% +111K +4.7% $6.50 +4.0%
1288 ENPH PUT ENPHASE ENERGY INC Energy 425,000.0 $16.1M 0.01% -372K -46.6% $37.81 +64.9%
1289 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 3,423,200.0 $16.0M 0.01% -6.3M -64.7% $4.68 -2.4%
1290 FICO CALL FAIR ISAAC CORP Technology 15,000.0 $16.0M 0.01% +10K +200.0% $1067.54 +15.0%
1291 GCI LIBERTY INC 430,053.0 $16.0M 0.01% -5K -1.2% $37.21
1292 PRG PROG HOLDINGS INC Industrials 557,268.0 $16.0M 0.01% -216K -27.9% $28.69 +17.6%
1293 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 282,460.0 $16.0M 0.01% -722K -71.9% $56.49 -4.2%
1294 HIMS CALL HIMS & HERS HEALTH INC Healthcare 767,500.0 $15.9M 0.01% -2.3M -74.8% $20.76 +15.7%
1295 VRT CALL VERTIV HOLDINGS CO Industrials 63,500.0 $15.9M 0.01% -223K -77.8% $250.58 +26.0%
1296 DK DELEK US HLDGS INC NEW Energy 352,722.0 $15.9M 0.01% -216K -38.0% $45.07 -6.6%
1297 OMF ONEMAIN HLDGS INC Financial Services 296,806.0 $15.9M 0.01% +280K +1711.2% $53.49 +0.5%
1298 OVV OVINTIV INC Energy 267,225.0 $15.9M 0.01% -921K -77.5% $59.35 -0.8%
1299 OGN ORGANON & CO Healthcare 2,644,552.0 $15.8M 0.01% -742K -21.9% $5.99 +124.0%
1300 CELH CALL CELSIUS HLDGS INC Consumer Defensive 446,100.0 $15.8M 0.01% -965K -68.4% $35.48 -16.3%
Page 65 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%