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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 55 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 WGMI VALKYRIE ETF TRUST II 108,475.0 $6.8M 0.00% +4K +3.6% $63.07 -27.5%
1082 ASPN ASPEN AEROGELS INC Industrials 1,066,501.0 $6.8M 0.00% +233K +27.9% $6.34 -18.3%
1083 ENS ENERSYS Industrials 28,870.0 $6.8M 0.00% +14K +94.3% $233.82 -18.8%
1084 LPCV LAUNCHPAD CADENZA ACQU CORP Financial Services 676,385.0 $6.8M 0.00% +25K +3.9% $9.98 +0.4%
1085 GOSS GOSSAMER BIO INC Healthcare 40,959,285.0 $6.7M 0.00% +40.6M +10000.0% $0.16 -6.0%
1086 MAX MEDIAALPHA INC Communication Services 535,926.0 $6.7M 0.00% +194K +56.7% $12.57 +2.9%
1087 OKE CALL ONEOK INC NEW Energy 77,400.0 $6.7M 0.00% +62K +416.0% $86.94 +7.3%
1088 GSAT CALL GLOBALSTAR INC Communication Services 82,400.0 $6.7M 0.00% +5K +6.5% $81.29 +1.3%
1089 JBI JANUS INTERNATIONAL GROUP IN Industrials 1,206,097.0 $6.7M 0.00% +713K +144.4% $5.55 -7.9%
1090 TSSI TSS INC DEL Technology 542,913.0 $6.7M 0.00% +357K +192.0% $12.30 -28.9%
1091 HNRG HALLADOR ENERGY COMPANY Energy 383,587.0 $6.7M 0.00% +236K +159.0% $17.39 -11.6%
1092 RVMD PUT REVOLUTION MEDICINES INC Healthcare 35,500.0 $6.6M 0.00% +10K +42.0% $187.28 +11.8%
1093 MX MAGNACHIP SEMICONDUCTOR CORP Technology 1,397,759.0 $6.6M 0.00% +1.2M +775.8% $4.73 -30.0%
1094 LQDT LIQUIDITY SVCS INC Consumer Cyclical 168,953.0 $6.6M 0.00% +14K +9.0% $39.12 +10.6%
1095 CCI CROWN CASTLE INC Real Estate 87,239.0 $6.6M 0.00% +77K +725.7% $75.73 -0.3%
1096 NVS CALL NOVARTIS AG Healthcare 42,000.0 $6.6M 0.00% +2K +4.2% $156.72 +1.4%
1097 MKC CALL MCCORMICK & CO INC Consumer Defensive 128,700.0 $6.5M 0.00% +92K +254.6% $50.42 +9.9%
1098 NUVB NUVATION BIO INC Healthcare 1,140,000.0 $6.5M 0.00% +747K +190.1% $5.68 +22.0%
1099 TECX TECTONIC THERAPEUTIC INC Healthcare 186,550.0 $6.4M 0.00% +70K +60.6% $34.38 +9.5%
1100 LECO LINCOLN ELEC HLDGS INC Industrials 24,113.0 $6.4M 0.00% +20K +494.8% $265.51 +6.1%
Page 55 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 27.6%
Financial Services 18.4%
Healthcare 11.8%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 6.0%
Energy 4.3%
Basic Materials 3.8%
Consumer Defensive 3.3%
Real Estate 1.8%