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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 26 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TDAY USA TODAY CO INC Communication Services 4,475,879.0 $38.3M 0.02% +674K +17.7% $8.55 -21.3%
502 AXP CALL AMERICAN EXPRESS CO Financial Services 113,000.0 $38.2M 0.02% +88K +352.0% $338.25 -1.1%
503 BLDP BALLARD PWR SYS INC NEW Industrials 9,804,394.0 $38.1M 0.02% +1.5M +18.4% $3.89 -37.3%
504 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 189,623.0 $38.1M 0.02% +93K +96.7% $201.08 +5.4%
505 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 660,300.0 $38.0M 0.02% +276K +71.9% $57.62 +16.1%
506 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 94,100.0 $37.8M 0.02% +46K +94.0% $401.84 +1.2%
507 AMC GLOBAL MEDIA INC 35,351,000.0 $37.8M 0.02% +12.0M +51.4% $1.07
508 DDOG DATADOG INC Technology 144,705.0 $37.7M 0.02% +92K +173.0% $260.36 -10.2%
509 APLD CALL APPLIED DIGITAL CORP Technology 1,007,300.0 $37.6M 0.02% +115K +12.9% $37.30 -23.0%
510 VSNT VERSANT MEDIA GROUP INC Industrials 1,040,980.0 $37.5M 0.02% +930K +841.5% $36.01 +8.8%
511 SATL SATELLOGIC INC Technology 6,511,301.0 $37.2M 0.02% +4.8M +284.6% $5.72 -8.0%
512 AGI ALAMOS GOLD INC Basic Materials 1,215,856.0 $36.9M 0.02% +1.1M +915.9% $30.33 +18.9%
513 BBD BANCO BRADESCO S A Financial Services 10,616,935.0 $36.8M 0.02% +8.0M +305.8% $3.47 -12.4%
514 IONQ CALL IONQ INC Technology 690,600.0 $36.8M 0.02% +107K +18.3% $53.26 -21.1%
515 JBLU JETBLUE AIRWAYS CORP Industrials 6,377,373.0 $36.5M 0.02% +3.1M +95.5% $5.73 -16.4%
516 CAT PUT CATERPILLAR INC Industrials 34,300.0 $36.5M 0.02% +2K +4.9% $1064.90 -24.0%
517 ZS ZSCALER INC Technology 257,003.0 $36.3M 0.02% +189K +276.9% $141.15 +29.0%
518 KOSMOS ENERGY LTD 49,434,000.0 $36.0M 0.02% +19.4M +64.9% $0.73
519 OPLN OPENLANE INC Consumer Cyclical 870,149.0 $35.9M 0.02% +106K +13.9% $41.24 -17.0%
520 AIZ ASSURANT INC Financial Services 133,460.0 $35.8M 0.02% +91K +213.4% $268.53 +3.3%
Page 26 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%