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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 66 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 BP CALL BP PLC Energy 526,200.0 $19.4M 0.01% +352K +201.7% $36.95 +21.1%
1302 XSD SPDR SERIES TRUST 31,152.0 $19.4M 0.01% +29K +1342.2% $623.70 -20.1%
1303 GVA GRANITE CONSTR INC Industrials 122,799.0 $19.4M 0.01% -240K -66.1% $158.08 -21.7%
1304 SEABRIDGE GOLD INC 752,283.0 $19.4M 0.01% NEW $25.75
1305 NVMI CALL NOVA LTD Technology 35,600.0 $19.3M 0.01% +14K +61.1% $542.94 -30.6%
1306 RGTI CALL RIGETTI COMPUTING INC Technology 999,900.0 $19.3M 0.01% NEW $19.32 -7.3%
1307 ABEV AMBEV SA Consumer Defensive 6,151,660.0 $19.3M 0.01% +841K +15.8% $3.14 -8.3%
1308 SU SUNCOR ENERGY INC NEW Energy 359,088.0 $19.3M 0.01% +249K +225.1% $53.74 +27.3%
1309 MARA PUT MARA HOLDINGS INC Financial Services 1,385,000.0 $19.2M 0.01% -1.4M -51.0% $13.89 -18.9%
1310 COP PUT CONOCOPHILLIPS Energy 184,800.0 $19.2M 0.01% +105K +131.0% $103.96 +29.7%
1311 HONEYWELL INTL INC 85,733.0 $19.2M 0.01% NEW $223.90
1312 ODDITY TECH LTD 1,265,261.0 $19.1M 0.01% +1.2M +4221.7% $15.13
1313 O CALL REALTY INCOME CORP Real Estate 308,900.0 $19.1M 0.01% -108K -26.0% $61.96 +1.0%
1314 CASY CALL CASEYS GEN STORES INC Consumer Cyclical 24,000.0 $19.1M 0.01% NEW $794.79 +5.2%
1315 HONEYWELL AEROSPACE INC 86,233.0 $19.1M 0.01% NEW $221.08
1316 CAR CALL AVIS BUDGET GROUP INC Industrials 128,900.0 $19.1M 0.01% -49K -27.4% $147.83 -0.8%
1317 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 1,831,856.0 $19.1M 0.01% $10.40 -0.6%
1318 T1 ENERGY INC 11,000,000.0 $18.9M 0.01% NEW $1.72
1319 ARKG ARK ETF TR 450,224.0 $18.9M 0.01% +316K +236.0% $42.07 +17.5%
1320 IIPR INNOVATIVE INDL PPTYS INC Real Estate 304,567.0 $18.9M 0.01% -58K -16.0% $61.98 -8.5%
Page 66 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%