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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 10 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,453,718.0 $139.7M 0.07% +297K +25.6% $96.12 -51.5%
182 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,602,534.0 $139.5M 0.07% +1.1M +226.0% $87.04 +4.9%
183 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 2,788,432.0 $139.4M 0.07% +171K +6.5% $49.98 +6.0%
184 JBL JABIL INC Technology 359,239.0 $138.5M 0.07% +68K +23.5% $385.48 -9.2%
185 DOCN DIGITALOCEAN HLDGS INC Technology 880,572.0 $138.3M 0.07% +874K +10000.0% $157.03 -15.6%
186 RUN SUNRUN INC Energy 10,227,120.0 $136.8M 0.07% +3.0M +40.8% $13.38 -27.7%
187 YOU CLEAR SECURE INC Technology 2,443,976.0 $136.2M 0.07% +990K +68.1% $55.73 -21.3%
188 FSLR PUT FIRST SOLAR INC Energy 572,200.0 $135.0M 0.06% +47K +9.0% $235.96 -7.7%
189 RY PUT ROYAL BK CDA Financial Services 652,100.0 $134.9M 0.06% +205K +45.9% $206.86 +3.8%
190 VST VISTRA CORP Utilities 848,413.0 $134.6M 0.06% +581K +217.6% $158.63 -9.1%
191 KEYS KEYSIGHT TECHNOLOGIES INC Technology 383,878.0 $134.4M 0.06% +380K +9991.4% $350.07 -2.9%
192 LUMN LUMEN TECHNOLOGIES INC Communication Services 17,493,715.0 $134.4M 0.06% +2.5M +16.4% $7.68 -18.6%
193 NVO CALL NOVO-NORDISK A S Healthcare 2,796,700.0 $134.1M 0.06% +1.4M +95.6% $47.94 -4.9%
194 AKAM AKAMAI TECHNOLOGIES INC Technology 1,133,674.0 $134.0M 0.06% +1.1M +2082.1% $118.21 +3.3%
195 JBS N.V. 11,276,322.0 $133.6M 0.06% +4.9M +76.5% $11.85
196 ARM CALL ARM HOLDINGS PLC Technology 375,900.0 $133.3M 0.06% +48K +14.5% $354.57 -28.2%
197 CRWV CALL COREWEAVE INC Technology 1,337,400.0 $133.1M 0.06% +578K +76.2% $99.54 -0.5%
198 NEM NEWMONT CORP Basic Materials 1,423,607.0 $133.0M 0.06% +695K +95.5% $93.40 +27.1%
199 CAT CATERPILLAR INC Industrials 124,461.0 $132.5M 0.06% +71K +133.1% $1064.90 -19.9%
200 PPC PILGRIMS PRIDE CORP Consumer Defensive 4,702,462.0 $132.2M 0.06% +1.1M +31.4% $28.11 +1.6%
Page 10 of 87  ·  1,723 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%