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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 85 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 NOK PUT NOKIA CORP Technology 900,000.0 $12.0M 0.01% $13.28 -25.8%
1682 OMCL OMNICELL COM Healthcare 287,461.0 $11.9M 0.01% -247K -46.2% $41.52 -14.2%
1683 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 1,152,355.0 $11.9M 0.01% +364K +46.1% $10.32 +0.8%
1684 SKYW SKYWEST INC Industrials 118,946.0 $11.8M 0.01% +101K +550.0% $99.33 +2.8%
1685 FLY CALL FIREFLY AEROSPACE INC Industrials 401,700.0 $11.8M 0.01% NEW $29.40 -19.3%
1686 BJRI BJS RESTAURANTS INC Consumer Cyclical 193,781.0 $11.8M 0.01% +81K +72.4% $60.73 +10.5%
1687 TBBK BANCORP INC DEL Financial Services 187,699.0 $11.8M 0.01% +146K +349.2% $62.64 +8.3%
1688 RVLV REVOLVE GROUP INC Consumer Cyclical 512,193.0 $11.7M 0.01% +89K +21.0% $22.89 +6.9%
1689 RBLX CALL ROBLOX CORP Technology 214,600.0 $11.7M 0.01% -352K -62.1% $54.38 -28.1%
1690 KNTK KINETIK HOLDINGS INC Energy 240,768.0 $11.6M 0.01% +193K +401.4% $48.34 +12.2%
1691 MANH MANHATTAN ASSOCIATES INC Technology 83,337.0 $11.6M 0.01% -165K -66.5% $139.25 +54.5%
1692 WOLF PUT WOLFSPEED INC Technology 240,000.0 $11.6M 0.01% +35K +17.1% $48.25 -50.8%
1693 EQIX CALL EQUINIX INC Real Estate 11,100.0 $11.6M 0.01% +6K +122.0% $1042.39 +0.4%
1694 VMI VALMONT INDS INC Industrials 20,026.0 $11.6M 0.01% $577.60 -16.2%
1695 AON AON PLC Financial Services 34,765.0 $11.5M 0.01% -94K -72.9% $331.69 +8.8%
1696 MGTX MEIRAGTX HLDGS PLC Healthcare 852,902.0 $11.5M 0.01% +428K +100.5% $13.51 +2.3%
1697 MATIV HOLDINGS INC 1,521,787.0 $11.5M 0.01% +196K +14.8% $7.57
1698 EWC ISHARES INC 199,846.0 $11.5M 0.01% +108K +116.9% $57.64 +7.4%
1699 CMC COMMERCIAL METALS CO Basic Materials 182,960.0 $11.5M 0.01% +30K +19.9% $62.75 +7.0%
1700 TDY TELEDYNE TECHNOLOGIES INC Technology 17,205.0 $11.5M 0.01% +7K +60.8% $666.90 -5.6%
Page 85 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%