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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 18 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLC SELECT SECTOR SPDR TR 626,578.0 $67.1M 0.03% +419K +201.2% $107.13 +3.1%
342 ITT ITT INC Industrials 338,309.0 $66.9M 0.03% +180K +113.8% $197.76 +10.1%
343 PBI PITNEY BOWES INC Industrials 3,812,173.0 $66.8M 0.03% +1.7M +81.5% $17.52 -7.7%
344 INOD INNODATA INC Technology 878,778.0 $66.4M 0.03% +552K +168.7% $75.58 -18.5%
345 BTI BRITISH AMERN TOB PLC Consumer Defensive 1,075,285.0 $66.4M 0.03% +636K +144.7% $61.76 -8.7%
346 AIG AMERICAN INTL GROUP INC Financial Services 885,079.0 $66.0M 0.03% +755K +579.5% $74.53 +2.1%
347 INSP INSPIRE MED SYS INC Healthcare 1,470,462.0 $65.6M 0.03% +282K +23.7% $44.61 +28.6%
348 APH AMPHENOL CORP Technology 371,979.0 $65.6M 0.03% +61K +19.6% $176.32 -9.5%
349 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 3,365,507.0 $65.5M 0.03% +975K +40.8% $19.47 -16.1%
350 APPS DIGITAL TURBINE INC Technology 5,071,927.0 $65.4M 0.03% +4.8M +1648.3% $12.90 -6.0%
351 CIEN CIENA CORP Technology 133,195.0 $65.3M 0.03% +124K +1394.6% $490.56 -17.3%
352 TRMB TRIMBLE INC Technology 1,273,344.0 $65.2M 0.03% +458K +56.3% $51.18 +11.4%
353 PODD INSULET CORP Healthcare 426,520.0 $64.9M 0.03% +293K +219.3% $152.25 -2.8%
354 MELI CALL MERCADOLIBRE INC Consumer Cyclical 38,200.0 $64.8M 0.03% +11K +38.4% $1697.39 +4.8%
355 KLAC CALL KLA CORP Technology 214,000.0 $64.6M 0.03% +196K +1088.9% $301.71 -35.4%
356 REZI RESIDEO TECHNOLOGIES INC Industrials 2,069,771.0 $64.4M 0.03% +565K +37.5% $31.10 -32.4%
357 HPQ HP INC Technology 2,924,738.0 $64.2M 0.03% +1.1M +56.7% $21.94 +36.6%
358 CHEF CHEFS WHSE INC Consumer Defensive 664,493.0 $63.9M 0.03% +360K +117.9% $96.10 +12.7%
359 NTR NUTRIEN LTD Basic Materials 1,012,276.0 $63.7M 0.03% +918K +976.2% $62.94 +10.3%
360 PANW PALO ALTO NETWORKS INC Technology 184,064.0 $62.8M 0.03% +51K +38.1% $341.02 +9.7%
Page 18 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%