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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 14 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 4,625,859.0 $99.2M 0.05% +2.7M +135.3% $21.45 +13.9%
262 UPS CALL UNITED PARCEL SVCS INC Industrials 922,400.0 $99.2M 0.05% +428K +86.4% $107.50 -5.3%
263 BAYTEX ENERGY CORP 24,534,834.0 $98.2M 0.05% +2.0M +8.7% $4.00
264 RMBS RAMBUS INC DEL Technology 739,701.0 $98.2M 0.05% +727K +5676.7% $132.74 -29.2%
265 CHKP CHECK POINT SOFTWARE TECH LT Technology 744,649.0 $97.9M 0.05% +439K +143.5% $131.43 -0.3%
266 IVZ INVESCO LTD Financial Services 3,687,880.0 $97.3M 0.05% +717K +24.1% $26.39 +22.3%
267 USFD US FOODS HLDG CORP Consumer Defensive 938,328.0 $95.9M 0.05% +256K +37.5% $102.25 +5.9%
268 C CALL CITIGROUP INC Financial Services 681,200.0 $95.3M 0.04% +94K +15.9% $139.96 -2.0%
269 SMCI SUPER MICRO COMPUTER INC Technology 3,238,600.0 $95.0M 0.04% +2.9M +784.1% $29.33 +25.6%
270 MELI PUT MERCADOLIBRE INC Consumer Cyclical 55,800.0 $94.7M 0.04% +5K +9.6% $1697.39 +6.4%
271 CRH PLC 882,574.0 $94.4M 0.04% +537K +155.2% $107.00
272 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 5,389,700.0 $93.5M 0.04% +252K +4.9% $17.35 -14.9%
273 GWW CALL WW GRAINGER INC Industrials 68,600.0 $93.3M 0.04% +7K +10.7% $1360.40 -3.3%
274 SU PUT SUNCOR ENERGY INC NEW Energy 1,725,000.0 $92.7M 0.04% +170K +10.9% $53.74 +24.3%
275 MARA HOLDINGS INC 91,028,000.0 $91.5M 0.04% +34.1M +60.0% $1.01
276 KEX KIRBY CORP Industrials 671,706.0 $91.3M 0.04% +503K +298.6% $135.97 +2.5%
277 ETSY INC 1,201,093.0 $90.5M 0.04% +1.0M +646.2% $75.33
278 ETSY INC 98,853,000.0 $90.4M 0.04% +3.0M +3.1% $0.91
279 NUTANIX INC 79,662,000.0 $90.0M 0.04% +5.5M +7.4% $1.13
280 CYTK CYTOKINETICS INC Healthcare 1,048,103.0 $89.3M 0.04% +341K +48.3% $85.19 -11.4%
Page 14 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%