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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 89 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 MBX MBX BIOSCIENCES INC Healthcare 288,889.0 $8.6M 0.01% -383K -57.0% $29.85 +6.5%
1762 EGO ELDORADO GOLD CORP NEW Basic Materials 251,080.0 $8.6M 0.01% -197K -43.9% $34.33 -7.7%
1763 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 1,065,656.0 $8.6M 0.01% NEW $8.08 -2.1%
1764 MANU MANCHESTER UTD PLC NEW Communication Services 511,238.0 $8.6M 0.01% $16.82 +19.1%
1765 TLS TELOS CORP MD Technology 2,051,316.0 $8.6M 0.01% +415K +25.3% $4.19 +11.7%
1766 SFNC SIMMONS FIRST NATL CORP Financial Services 441,166.0 $8.6M 0.01% -33K -7.0% $19.45 +9.4%
1767 CROWN RESV ACQUISITION CORP 853,875.0 $8.6M 0.01% $10.02
1768 CAL REDWOOD ACQUISITION CORP 842,761.0 $8.6M 0.01% +209K +32.9% $10.15
1769 NML NEUBERGER ENGY INFRSTR & INC Financial Services 813,814.0 $8.6M 0.01% $10.51 -1.1%
1770 AVNT AVIENT CORPORATION Basic Materials 235,163.0 $8.5M 0.01% -167K -41.6% $36.30 -6.0%
1771 MAGN MAGNERA CORP Industrials 896,215.0 $8.5M 0.01% +91K +11.2% $9.51 +11.0%
1772 ENERFLEX LTD 407,271.0 $8.5M 0.01% $20.91
1773 AVBP ARRIVENT BIOPHARMA INC Healthcare 368,795.0 $8.5M 0.01% +135K +58.1% $23.07 +17.0%
1774 LILAK LIBERTY LATIN AMERICA LTD Communication Services 964,189.0 $8.5M 0.01% -80K -7.7% $8.82 -5.6%
1775 MSA MSA SAFETY INC Industrials 51,828.0 $8.5M 0.01% +18K +53.1% $163.95 +2.8%
1776 AFRM AFFIRM HLDGS INC Technology 185,347.0 $8.5M 0.01% +30K +19.2% $45.82 +46.6%
1777 CNS COHEN & STEERS INC Financial Services 135,693.0 $8.5M 0.01% -182K -57.3% $62.55 +15.3%
1778 UNP UNION PAC CORP Industrials 34,973.0 $8.5M 0.01% -66K -65.2% $242.62 +9.6%
1779 WPP WPP PLC NEW Communication Services 545,621.0 $8.5M 0.01% +332K +154.9% $15.55 +19.2%
1780 NESR NATIONAL ENERGY SERVICES REU Energy 394,921.0 $8.5M 0.01% +322K +438.0% $21.47 +22.4%
Page 89 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%