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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 25 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TCBI TEXAS CAP BANCSHARES INC Financial Services 393,039.0 $40.6M 0.02% +113K +40.3% $103.26 -4.9%
482 CALL EXPAND ENERGY CORPORATION 442,400.0 $40.3M 0.02% +174K +64.8% $91.19
483 OTTR OTTER TAIL CORP Utilities 447,021.0 $40.2M 0.02% +48K +11.9% $89.98 +2.6%
484 VOYA VOYA FINANCIAL INC Financial Services 441,936.0 $40.0M 0.02% +400K +964.6% $90.53 +8.4%
485 AAON AAON INC Industrials 313,228.0 $39.7M 0.02% +289K +1201.5% $126.86 -36.2%
486 SOUTH BOW CORP 1,127,006.0 $39.7M 0.02% +684K +154.5% $35.21
487 FDX CALL FEDEX CORP Industrials 126,400.0 $39.6M 0.02% +59K +86.7% $313.13 +4.9%
488 JNJ PUT JOHNSON & JOHNSON Healthcare 155,500.0 $39.5M 0.02% +2K +1.6% $253.97 +7.7%
489 PRU PRUDENTIAL FINL INC Financial Services 364,075.0 $39.3M 0.02% +148K +68.8% $107.93 +13.2%
490 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 821,260.0 $39.3M 0.02% +764K +1329.2% $47.81 -9.6%
491 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 2,958,115.0 $39.2M 0.02% +1.2M +69.6% $13.26 +9.0%
492 HLI HOULIHAN LOKEY INC Financial Services 290,765.0 $39.0M 0.02% +152K +109.9% $134.13 -3.0%
493 CPRT COPART INC Industrials 1,377,992.0 $38.8M 0.02% +1.2M +590.5% $28.19 +20.1%
494 BNTX BIONTECH SE Healthcare 417,421.0 $38.8M 0.02% +218K +109.0% $93.05 +21.6%
495 SGML SIGMA LITHIUM CORPORATION Basic Materials 3,059,997.0 $38.7M 0.02% +722K +30.9% $12.65 -13.5%
496 APLD PUT APPLIED DIGITAL CORP Technology 1,035,600.0 $38.6M 0.02% +35K +3.5% $37.30 -24.3%
497 ZTS ZOETIS INC Healthcare 537,515.0 $38.6M 0.02% +462K +615.3% $71.86 +6.7%
498 LUV SOUTHWEST AIRLS CO Industrials 749,285.0 $38.5M 0.02% +356K +90.3% $51.42 -19.4%
499 ARMOUR RESIDENTIAL REIT INC 2,199,628.0 $38.4M 0.02% +114K +5.5% $17.45
500 SHOO MADDEN STEVEN LTD Consumer Cyclical 910,304.0 $38.3M 0.02% +270K +42.1% $42.10 +12.4%
Page 25 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%