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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 80 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 LMND PUT LEMONADE INC Financial Services 169,900.0 $10.6M 0.01% -100K -37.0% $62.68 -9.0%
1582 ABT CALL ABBOTT LABORATORIES Healthcare 103,500.0 $10.6M 0.01% -458K -81.6% $102.67 -14.5%
1583 LAUNCH ONE ACQUISITION CORP 990,000.0 $10.6M 0.01% $10.73
1584 CHWY CALL CHEWY INC Consumer Cyclical 393,400.0 $10.6M 0.01% +90K +29.7% $27.00 -26.2%
1585 TERN TERNS PHARMACEUTICALS INC Healthcare 201,191.0 $10.6M 0.01% -953K -82.6% $52.72 +0.4%
1586 LIONHEART HOLDINGS 986,472.0 $10.6M 0.01% $10.75
1587 GRAF GLOBAL CORP 989,579.0 $10.6M 0.01% $10.71
1588 SIM ACQUISITION CORP. I 987,497.0 $10.6M 0.01% $10.73
1589 SILVERBOX CORP IV 989,397.0 $10.6M 0.01% $10.70
1590 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 408,702.0 $10.6M 0.01% -118K -22.4% $25.90 -34.5%
1591 COP PUT CONOCOPHILLIPS Energy 80,000.0 $10.6M 0.01% -153K -65.7% $132.00 -8.7%
1592 GIGCAPITAL7 CORP 990,000.0 $10.5M 0.01% $10.65
1593 CLH CLEAN HARBORS INC Industrials 36,771.0 $10.5M 0.01% NEW $286.73 -1.5%
1594 ICFI ICF INTL INC Industrials 161,200.0 $10.5M 0.01% $65.29 +4.2%
1595 EBAY EBAY INC. Consumer Cyclical 114,818.0 $10.5M 0.01% -1.5M -92.8% $91.02 +28.7%
1596 EL LAUDER ESTEE COS INC Consumer Defensive 145,496.0 $10.4M 0.01% +97K +202.9% $71.77 +9.9%
1597 GTES GATES INDL CORP PLC Industrials 461,747.0 $10.4M 0.01% -117K -20.2% $22.61 +6.5%
1598 RBRK CALL RUBRIK INC. Technology 213,100.0 $10.4M 0.01% -44K -16.9% $48.97 +36.6%
1599 VALE PUT VALE S A Basic Materials 655,000.0 $10.4M 0.01% +226K +52.6% $15.91 +2.8%
1600 REDFIN CORP 10,877,000.0 $10.4M 0.01% -7.3M -40.1% $0.96
Page 80 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%