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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 22 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 URBN URBAN OUTFITTERS INC Consumer Cyclical 691,160.0 $49.0M 0.02% +462K +202.1% $70.86 +5.4%
422 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 330,100.0 $48.9M 0.02% +104K +45.8% $148.16 -15.7%
423 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 566,910.0 $48.6M 0.02% +159K +39.0% $85.81 -11.3%
424 LITHIUM ARGENTINA AG 5,866,986.0 $48.5M 0.02% +3.0M +104.2% $8.27
425 UAA UNDER ARMOUR INC Consumer Cyclical 7,582,088.0 $48.4M 0.02% +1.8M +31.8% $6.39 -19.0%
426 EFX EQUIFAX INC Industrials 304,152.0 $48.3M 0.02% +207K +214.6% $158.72 +22.2%
427 BALL BALL CORP Consumer Cyclical 772,448.0 $48.2M 0.02% +443K +134.3% $62.40 +0.2%
428 QCOM CALL QUALCOMM INC Technology 259,900.0 $48.0M 0.02% +62K +31.7% $184.79 -12.1%
429 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 324,100.0 $48.0M 0.02% +37K +13.0% $148.16 -15.7%
430 ADC AGREE RLTY CORP Real Estate 633,290.0 $48.0M 0.02% +292K +85.5% $75.74 -1.8%
431 NTAP NETAPP INC Technology 309,551.0 $47.9M 0.02% +193K +164.5% $154.76 +27.4%
432 SNPS SYNOPSYS INC Technology 106,685.0 $47.6M 0.02% +99K +1340.9% $446.07 -9.5%
433 MOH MOLINA HEALTHCARE INC Healthcare 208,027.0 $47.6M 0.02% +126K +152.2% $228.70 -11.6%
434 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 534,836.0 $47.4M 0.02% +47K +9.7% $88.60 -34.2%
435 XLU SELECT SECTOR SPDR TR 1,040,792.0 $47.2M 0.02% +991K +1998.7% $45.34 -2.9%
436 MGP INGREDIENTS INC NEW 48,404,000.0 $47.1M 0.02% +15.1M +45.4% $0.97
437 ACN ACCENTURE PLC IRELAND Technology 374,284.0 $46.6M 0.02% +33K +9.7% $124.44 +47.8%
438 HUM CALL HUMANA INC Healthcare 117,100.0 $46.5M 0.02% +95K +425.1% $397.22 -5.1%
439 B CALL BARRICK MNG CORP Basic Materials 1,263,500.0 $46.4M 0.02% +75K +6.3% $36.73 +21.2%
440 RGLD ROYAL GOLD INC Basic Materials 231,625.0 $46.2M 0.02% +210K +970.2% $199.61 +23.2%
Page 22 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%