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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 97 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 2,143,134.0 $8.9M 0.00% -5.9M -73.3% $4.16 +93.8%
1922 CW CURTISS WRIGHT CORP Industrials 11,764.0 $8.9M 0.00% +5K +72.5% $757.76 -18.8%
1923 CGAU CENTERRA GOLD INC Basic Materials 562,365.0 $8.9M 0.00% -183K -24.5% $15.84 +48.2%
1924 IMO CALL IMPERIAL OIL LTD Energy 79,400.0 $8.9M 0.00% $112.16 +22.1%
1925 LOB LIVE OAK BANCSHARES INC Financial Services 217,937.0 $8.9M 0.00% -45K -17.1% $40.84 -1.3%
1926 OCFC OCEANFIRST FINL CORP Financial Services 455,296.0 $8.9M 0.00% +335K +279.2% $19.53 -3.0%
1927 ANGLOGOLD ASHANTI PLC 109,916.0 $8.9M 0.00% +80K +266.3% $80.89
1928 EOG CALL EOG RES INC Energy 68,500.0 $8.9M 0.00% +60K +705.9% $129.73 +15.8%
1929 HL CALL HECLA MINING COMPANY Basic Materials 575,700.0 $8.9M 0.00% +342K +146.3% $15.43 +32.2%
1930 XPERI INC 1,078,178.0 $8.9M 0.00% -47K -4.2% $8.23
1931 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 558,200.0 $8.9M 0.00% +418K +298.7% $15.87 -31.3%
1932 HERTZ CORP 18,853,198.0 $8.9M 0.00% +2.0M +11.9% $0.47
1933 KMT KENNAMETAL INC Industrials 252,442.0 $8.8M 0.00% +219K +656.0% $35.05 -16.4%
1934 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 850,000.0 $8.8M 0.00% $10.38 +0.4%
1935 EOG PUT EOG RES INC Energy 68,000.0 $8.8M 0.00% -14K -16.8% $129.73 +15.8%
1936 GBDC GOLUB CAP BDC INC Financial Services 684,435.0 $8.8M 0.00% -269K -28.2% $12.88 +2.8%
1937 SOLARIUS CAPITAL ACQU CORP 853,875.0 $8.8M 0.00% $10.28
1938 DVN PUT DEVON ENERGY CORP NEW Energy 212,000.0 $8.8M 0.00% +73K +52.6% $41.32 +16.7%
1939 SFNC SIMMONS FIRST NATL CORP Financial Services 386,673.0 $8.8M 0.00% -54K -12.3% $22.65 +1.4%
1940 RACE PUT FERRARI N V Consumer Cyclical 23,400.0 $8.7M 0.00% -46K -66.5% $372.29 +14.0%
Page 97 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%