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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 92 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 ZEVRA THERAPEUTICS INC 846,457.0 $7.9M 0.01% -17K -2.0% $9.32
1822 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 1,377,034.0 $7.8M 0.01% +10K +0.8% $5.68 +52.8%
1823 HOMB HOME BANCSHARES INC Financial Services 289,390.0 $7.8M 0.01% +135K +88.0% $26.93 -1.2%
1824 VISN PUT VISTANCE NETWORKS INC Technology 428,100.0 $7.8M 0.01% +335K +359.8% $18.20 -36.1%
1825 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 165,075.0 $7.8M 0.01% -8K -4.6% $47.14 -16.2%
1826 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 349,200.0 $7.8M 0.01% +35K +11.1% $22.27 -10.0%
1827 SVCC STELLAR V CAP CORP Financial Services 742,490.0 $7.8M 0.01% $10.47 +0.5%
1828 RCKT ROCKET PHARMACEUTICALS INC Healthcare 2,169,625.0 $7.8M 0.01% -471K -17.8% $3.58 -17.0%
1829 DJCO DAILY JOURNAL CORP Technology 16,097.0 $7.8M 0.01% -8K -32.7% $482.34 -3.5%
1830 INTU INTUIT Technology 17,929.0 $7.8M 0.01% -135K -88.3% $432.38 -29.0%
1831 PLAB PHOTRONICS INC Technology 191,800.0 $7.8M 0.01% +4K +2.4% $40.41 +23.3%
1832 FLGT FULGENT GENETICS INC Healthcare 486,770.0 $7.7M 0.01% -215K -30.6% $15.90 +9.3%
1833 PROCAP ACQUISITION CORP 759,156.0 $7.7M 0.01% +148K +24.3% $10.19
1834 EWW ISHARES INC 102,417.0 $7.7M 0.01% NEW $75.23 +3.4%
1835 AXTI PUT AXT INC Technology 135,000.0 $7.7M 0.01% NEW $56.98 +112.4%
1836 PAYP PAYPAY CORP Technology 360,000.0 $7.7M 0.01% NEW $21.34 -9.0%
1837 WBD CALL WARNER BROS DISCOVERY INC Communication Services 279,300.0 $7.7M 0.01% -2.4M -89.6% $27.46 -0.1%
1838 APA PUT APA CORPORATION Energy 180,700.0 $7.7M 0.01% -902K -83.3% $42.44 -9.7%
1839 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 704,187.0 $7.7M 0.01% $10.89 +20.6%
1840 FOXA FOX CORP Communication Services 131,225.0 $7.7M 0.01% -673K -83.7% $58.40 +10.0%
Page 92 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%