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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 73 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ALLE ALLEGION PLC Industrials 87,094.0 $12.7M 0.01% +28K +46.4% $145.29 -10.0%
1442 ANGI ANGI INC Communication Services 1,846,537.0 $12.6M 0.01% -86K -4.4% $6.85 -25.3%
1443 MKL CALL MARKEL GROUP INC Financial Services 6,600.0 $12.6M 0.01% $1914.07 -3.2%
1444 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 584,300.0 $12.6M 0.01% -227K -28.0% $21.62 +17.5%
1445 INOD INNODATA INC Technology 327,068.0 $12.6M 0.01% -344K -51.3% $38.62 +155.1%
1446 GAP GAP INC Consumer Cyclical 521,884.0 $12.6M 0.01% -154K -22.8% $24.20 -4.3%
1447 AMBA AMBARELLA INC Technology 245,165.0 $12.6M 0.01% NEW $51.48 +62.5%
1448 OBA OXLEY BRIDGE ACQ LTD Financial Services 1,245,573.0 $12.6M 0.01% $10.13 +0.7%
1449 ALMS ALUMIS INC Healthcare 572,129.0 $12.6M 0.01% +340K +146.9% $22.03 +0.6%
1450 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 62,100.0 $12.6M 0.01% -51K -45.0% $202.96 -12.4%
1451 WING CALL WINGSTOP INC Consumer Cyclical 81,300.0 $12.6M 0.01% +5K +6.0% $154.97 -17.3%
1452 FLUTTER ENTMT PLC 123,395.0 $12.6M 0.01% +23K +23.4% $101.95
1453 DNTH DIANTHUS THERAPEUTICS INC Healthcare 149,609.0 $12.6M 0.01% -5K -3.3% $83.92 +6.8%
1454 EXPO EXPONENT INC Industrials 192,096.0 $12.5M 0.01% -14K -6.6% $65.25 -12.6%
1455 DAL DELTA AIR LINES INC Industrials 188,361.0 $12.5M 0.01% -361K -65.7% $66.48 +13.8%
1456 LMT PUT LOCKHEED MARTIN CORP Industrials 20,700.0 $12.5M 0.01% -76K -78.7% $604.39 -13.5%
1457 RTX CALL RTX CORPORATION Industrials 64,800.0 $12.5M 0.01% -193K -74.9% $192.90 -9.4%
1458 PDS PRECISION DRILLING CORP Energy 126,933.0 $12.5M 0.01% +11K +9.9% $98.39 -2.1%
1459 MIAMI INTL HLDGS INC 320,762.0 $12.5M 0.01% NEW $38.92
1460 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 44,400.0 $12.5M 0.01% +4K +11.3% $280.76 +25.4%
Page 73 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%