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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 11 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 1,375,300.0 $132.0M 0.06% +235K +20.6% $95.98 +33.5%
202 CAH CARDINAL HEALTH INC Healthcare 550,261.0 $130.7M 0.06% +185K +50.7% $237.56 -1.0%
203 QCOM QUALCOMM INC Technology 704,098.0 $130.1M 0.06% +695K +7470.9% $184.79 -13.4%
204 APP PUT APPLOVIN CORP Technology 251,900.0 $129.8M 0.06% +52K +26.1% $515.23 -39.8%
205 ALNY CALL ALNYLAM PHARMACEUTICALS INC Healthcare 430,300.0 $129.5M 0.06% +22K +5.3% $301.03 -25.8%
206 CRM CALL SALESFORCE INC Technology 820,400.0 $128.5M 0.06% +279K +51.5% $156.66 +24.6%
207 NKE PUT NIKE INC Consumer Cyclical 3,130,300.0 $128.5M 0.06% +996K +46.7% $41.05 -4.0%
208 GTLB GITLAB INC Technology 4,190,123.0 $127.9M 0.06% +3.0M +249.3% $30.53 +35.2%
209 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 2,450,093.0 $127.8M 0.06% +2.2M +820.2% $52.17 -1.6%
210 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 7,028,100.0 $126.0M 0.06% +723K +11.5% $17.93 +1.3%
211 AEM AGNICO EAGLE MINES LTD Basic Materials 806,504.0 $125.1M 0.06% +760K +1633.5% $155.16 +21.3%
212 ALC ALCON AG Healthcare 1,857,763.0 $124.7M 0.06% +697K +60.1% $67.10 +10.3%
213 MANE VERADERMICS INC Healthcare 1,013,643.0 $124.6M 0.06% +879K +655.2% $122.94 -11.9%
214 ETSY INC 121,804,000.0 $124.0M 0.06% +35.0M +40.3% $1.02
215 RSG REPUBLIC SVCS INC Industrials 580,626.0 $123.7M 0.06% +329K +131.1% $213.08 +1.7%
216 DOCS DOXIMITY INC Healthcare 5,922,188.0 $122.8M 0.06% +3.0M +104.1% $20.74 +21.1%
217 TWST TWIST BIOSCIENCE CORP Healthcare 1,185,605.0 $122.0M 0.06% +1.1M +2441.8% $102.88 +18.7%
218 MOD MODINE MFG CO Consumer Cyclical 455,129.0 $121.5M 0.06% +108K +31.3% $267.02 -23.0%
219 CLEANSPARK INC 92,812,000.0 $121.5M 0.06% +41.7M +81.7% $1.31
220 FSLY FASTLY INC Technology 6,616,726.0 $121.5M 0.06% +4.0M +152.2% $18.36 +60.7%
Page 11 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%