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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 66 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CMS CMS ENERGY CORP Utilities 203,828.0 $15.8M 0.01% +104K +104.0% $77.58 -5.1%
1302 IQIYI INC 17,400,000.0 $15.8M 0.01% NEW $0.91
1303 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 30,139.0 $15.8M 0.01% -58K -66.0% $523.47 -1.9%
1304 GROUPON INC 19,074,000.0 $15.8M 0.01% $0.83
1305 VET VERMILION ENERGY INC Energy 1,139,234.0 $15.7M 0.01% +836K +275.8% $13.78 -8.5%
1306 LGND LIGAND PHARMACEUTICALS INC Healthcare 78,428.0 $15.7M 0.01% +42K +114.6% $199.65 +11.3%
1307 DIS CALL DISNEY WALT CO Communication Services 162,100.0 $15.6M 0.01% -248K -60.5% $96.38 +7.5%
1308 LIBERTY GLOBAL LTD 1,292,117.0 $15.6M 0.01% +820K +173.4% $12.09
1309 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 48,500.0 $15.6M 0.01% +38K +385.0% $321.40 +9.6%
1310 HEI HEICO CORP NEW Industrials 56,794.0 $15.6M 0.01% -148K -72.3% $274.20 +9.8%
1311 TM TOYOTA MOTOR CORP Consumer Cyclical 75,537.0 $15.6M 0.01% NEW $206.09 -7.8%
1312 SAREPTA THERAPEUTICS INC 16,897,000.0 $15.5M 0.01% $0.92
1313 ABEV AMBEV SA Consumer Defensive 5,310,370.0 $15.5M 0.01% +377K +7.7% $2.92 +12.0%
1314 FIGS FIGS INC Consumer Cyclical 1,048,907.0 $15.5M 0.01% -247K -19.1% $14.77 -15.8%
1315 LYFT LYFT INC Technology 1,164,374.0 $15.5M 0.01% -389K -25.0% $13.30 +1.4%
1316 TBPH THERAVANCE BIOPHARMA INC Healthcare 954,042.0 $15.5M 0.01% -306K -24.3% $16.23 +2.0%
1317 MIRM MIRUM PHARMACEUTICALS INC Healthcare 167,489.0 $15.5M 0.01% -781K -82.3% $92.38 +9.0%
1318 OUSTER INC 842,089.0 $15.5M 0.01% -10K -1.2% $18.37
1319 EZPW EZCORP INC Financial Services 609,392.0 $15.5M 0.01% +51K +9.1% $25.38 +31.8%
1320 INGRAM MICRO HLDG CORP 662,473.0 $15.4M 0.01% +620K +1456.6% $23.31
Page 66 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%