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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 71 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 LOGI CALL LOGITECH INTL S A Technology 148,700.0 $13.5M 0.01% +19K +14.6% $91.12 +16.1%
1402 CAVA CALL CAVA GROUP INC Consumer Cyclical 166,200.0 $13.4M 0.01% +71K +75.0% $80.90 +0.5%
1403 U PUT UNITY SOFTWARE INC Technology 610,900.0 $13.4M 0.01% -1.1M -63.3% $21.94 +19.6%
1404 MS CALL MORGAN STANLEY Financial Services 81,400.0 $13.4M 0.01% -62K -43.3% $164.57 +21.8%
1405 SOUN CALL SOUNDHOUND AI INC Technology 1,943,000.0 $13.3M 0.01% -2.4M -55.0% $6.87 +23.0%
1406 FUTU PUT FUTU HLDGS LTD Financial Services 97,500.0 $13.3M 0.01% -234K -70.6% $136.76 -9.4%
1407 DG DOLLAR GEN CORP Consumer Defensive 112,159.0 $13.3M 0.01% +67K +149.6% $118.73 -11.5%
1408 WRB BERKLEY W R CORP Financial Services 200,813.0 $13.3M 0.01% NEW $66.28 +3.0%
1409 KRNT KORNIT DIGITAL LTD Industrials 905,463.0 $13.3M 0.01% +128K +16.4% $14.66 -1.9%
1410 CGAU CENTERRA GOLD INC Basic Materials 744,945.0 $13.2M 0.01% $17.78 -6.6%
1411 SWK STANLEY BLACK & DECKER INC Industrials 186,373.0 $13.2M 0.01% -302K -61.8% $71.06 +5.5%
1412 SYM SYMBOTIC INC Industrials 248,510.0 $13.2M 0.01% +193K +351.4% $53.20 -6.1%
1413 CHURCHILL CAP CORP XI 1,297,180.0 $13.2M 0.01% NEW $10.17
1414 CCIX CHURCHILL CAPITAL CORP IX Financial Services 1,230,669.0 $13.1M 0.01% $10.68 +0.8%
1415 SNOW CALL SNOWFLAKE INC Technology 86,800.0 $13.1M 0.01% -238K -73.2% $150.82 +10.7%
1416 TGB TASEKO MINES LTD Basic Materials 2,026,770.0 $13.1M 0.01% -763K -27.4% $6.46 +2.4%
1417 VOYAGER ACQUISITION CORP 1,089,000.0 $13.1M 0.01% $12.01
1418 BOLD EAGLE ACQUISITION CORP 1,237,500.0 $13.1M 0.01% $10.56
1419 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 665,542.0 $13.0M 0.01% +108K +19.5% $19.59 -7.3%
1420 PATH UIPATH INC Technology 1,170,903.0 $13.0M 0.01% -508K -30.3% $11.10 -4.8%
Page 71 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%