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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 71 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 IDT IDT CORP Communication Services 295,788.0 $17.2M 0.01% +57K +24.1% $58.16 +16.8%
1402 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 278,100.0 $17.2M 0.01% $61.76 -9.0%
1403 OMF ONEMAIN HLDGS INC Financial Services 281,239.0 $17.1M 0.01% -16K -5.2% $60.97 +3.6%
1404 TTD PUT THE TRADE DESK INC Technology 946,600.0 $17.1M 0.01% -760K -44.5% $18.08 -27.1%
1405 ORIC ORIC PHARMACEUTICALS INC Healthcare 1,580,216.0 $17.1M 0.01% +1.5M +3459.8% $10.83 +31.1%
1406 MTH MERITAGE HOMES CORP Consumer Cyclical 203,639.0 $17.1M 0.01% -82K -28.6% $83.85 -14.5%
1407 PVH PVH CORPORATION Consumer Cyclical 229,866.0 $17.1M 0.01% +22K +10.3% $74.26 +5.7%
1408 PICK ISHARES INC 293,118.0 $17.0M 0.01% +281K +2267.7% $58.15 +13.0%
1409 CVE PUT CENOVUS ENERGY INC Energy 687,300.0 $17.0M 0.01% -160K -18.9% $24.79 +32.8%
1410 CMI CALL CUMMINS INC Industrials 23,800.0 $17.0M 0.01% +22K +1300.0% $713.21 -17.6%
1411 PAAS PAN AMERN SILVER CORP Basic Materials 378,633.0 $17.0M 0.01% +69K +22.4% $44.79 +18.5%
1412 NATL NCR ATLEOS CORPORATION Technology 390,191.0 $16.9M 0.01% +353K +943.9% $43.41 +6.9%
1413 ABNB CALL AIRBNB INC Consumer Cyclical 118,300.0 $16.9M 0.01% +38K +46.8% $143.10 +30.9%
1414 NEE PUT NEXTERA ENERGY INC Utilities 192,600.0 $16.9M 0.01% +149K +345.8% $87.77 -4.7%
1415 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 60,100.0 $16.9M 0.01% -226K -79.0% $281.21 -16.2%
1416 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 320,500.0 $16.9M 0.01% -88K -21.5% $52.65 +28.3%
1417 JANX JANUX THERAPEUTICS INC Healthcare 1,096,509.0 $16.8M 0.01% +998K +1014.4% $15.36 +13.2%
1418 RVMD CALL REVOLUTION MEDICINES INC Healthcare 89,600.0 $16.8M 0.01% +58K +187.2% $187.28 +11.8%
1419 STWD STARWOOD PPTY TR INC Real Estate 1,023,108.0 $16.8M 0.01% +493K +93.2% $16.38 +0.0%
1420 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 320,245.0 $16.7M 0.01% +146K +84.3% $52.17 -13.7%
Page 71 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%