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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 Q4 2025 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 2 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FORTINET INC 4,849,811.0 $745.0M 0.35% +2.0M +69.1% $153.62
22 SHW SHERWIN WILLIAMS CO Basic Materials 2,100,884.0 $723.4M 0.34% +614K +41.3% $344.32 +1.6%
23 WFC WELLS FARGO & CO Financial Services 8,575,688.0 $708.7M 0.34% +6.3M +282.3% $82.64 +5.9%
24 CLS CELESTICA INC Technology 1,876,165.0 $684.3M 0.33% +881K +88.6% $364.72 -6.7%
25 COHR COHERENT CORP Technology 1,642,670.0 $648.0M 0.31% +1.5M +1360.1% $394.47 -11.0%
26 LITE PUT LUMENTUM HLDGS INC Technology 741,700.0 $636.4M 0.30% +100K +15.5% $858.06 +12.9%
27 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,145,207.0 $633.4M 0.30% +2.7M +107.9% $123.11 +25.3%
28 INSM INSMED INC Healthcare 5,877,959.0 $626.7M 0.30% +252K +4.5% $106.62 +20.4%
29 BE PUT BLOOM ENERGY CORP Industrials 2,030,400.0 $614.6M 0.29% +113K +5.9% $302.70 -23.3%
30 LITE CALL LUMENTUM HLDGS INC Technology 705,000.0 $604.9M 0.29% +15K +2.1% $858.06 +12.9%
31 AMZN PUT AMAZON COM INC Consumer Cyclical 2,405,500.0 $573.3M 0.27% +596K +33.0% $238.34 +9.6%
32 LITE LUMENTUM HLDGS INC Technology 668,011.0 $573.2M 0.27% +654K +4669.5% $858.06 +12.9%
33 INTU INTUIT Technology 2,135,509.0 $557.4M 0.27% +2.1M +10000.0% $261.00 +28.6%
34 MSFT PUT MICROSOFT CORP Technology 1,446,200.0 $539.5M 0.26% +81K +6.0% $373.02 +28.8%
35 SCHW SCHWAB CHARLES CORP Financial Services 5,779,607.0 $533.3M 0.25% +3.2M +121.0% $92.27 +19.8%
36 ABBV ABBVIE INC Healthcare 2,102,316.0 $529.0M 0.25% +1.4M +212.4% $251.64 -0.5%
37 RTX RTX CORPORATION Industrials 2,760,281.0 $523.7M 0.25% +1.5M +115.3% $189.73 +16.8%
38 LNG CHENIERE ENERGY INC Energy 2,161,262.0 $516.6M 0.25% +378K +21.2% $239.01 +11.7%
39 META PUT META PLATFORMS INC Communication Services 916,700.0 $516.4M 0.25% +21K +2.3% $563.29 +1.0%
40 SYY SYSCO CORP Consumer Defensive 6,047,049.0 $505.4M 0.24% +2.1M +54.0% $83.58 -2.1%
Page 2 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%