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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 58 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 ON CALL ON SEMICONDUCTOR CORP Technology 58,800.0 $5.6M 0.00% +10K +20.5% $94.54 -21.5%
1142 VISN PUT VISTANCE NETWORKS INC Technology 433,100.0 $5.5M 0.00% +5K +1.2% $12.78 -12.3%
1143 AUR CALL AURORA INNOVATION INC Technology 810,000.0 $5.5M 0.00% +735K +980.0% $6.82 -8.5%
1144 CMP COMPASS MINERALS INTL INC Basic Materials 177,420.0 $5.5M 0.00% +128K +261.9% $31.13 -16.5%
1145 AI C3 AI INC Technology 601,630.0 $5.5M 0.00% +348K +137.0% $9.09 +13.3%
1146 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 183,527.0 $5.5M 0.00% +30K +19.5% $29.78 -20.0%
1147 MKTX MARKETAXESS HLDGS INC Financial Services 47,977.0 $5.4M 0.00% +45K +1347.7% $113.49 +42.8%
1148 LEN PUT LENNAR CORP Consumer Cyclical 60,000.0 $5.4M 0.00% +15K +33.3% $90.49 -3.8%
1149 AVNW AVIAT NETWORKS INC Technology 244,400.0 $5.4M 0.00% +118K +93.3% $22.20 -6.2%
1150 CLVT CLARIVATE PLC Technology 2,508,854.0 $5.4M 0.00% +183K +7.9% $2.16 -3.7%
1151 BX CALL BLACKSTONE INC Financial Services 46,000.0 $5.4M 0.00% +20K +79.0% $117.67 +21.8%
1152 PHR PHREESIA INC Healthcare 524,496.0 $5.4M 0.00% +513K +4444.6% $10.29 +17.8%
1153 ATRC ATRICURE INC Healthcare 192,824.0 $5.4M 0.00% +136K +240.7% $27.98 +75.1%
1154 MYRG MYR GROUP INC Industrials 10,728.0 $5.4M 0.00% +4K +62.1% $500.40 -37.9%
1155 RACE FERRARI N V Consumer Cyclical 14,372.0 $5.4M 0.00% +13K +1112.8% $372.29 +17.3%
1156 HALL CHADWICK ACQUISITION CO 529,906.0 $5.3M 0.00% +500K +1689.9% $10.04
1157 CALL EMERA INC 100,000.0 $5.3M 0.00% +25K +33.3% $52.99
1158 BELFB PUT BEL FUSE INC Technology 15,900.0 $5.3M 0.00% +14K +960.0% $333.04 -23.3%
1159 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 62,500.0 $5.3M 0.00% +17K +36.8% $84.58 -4.1%
1160 ELF E L F BEAUTY INC Consumer Defensive 71,185.0 $5.3M 0.00% +62K +676.9% $74.00 +37.8%
Page 58 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%