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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 62 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 NEW PROVIDENCE ACQUISITION C 422,861.0 $4.4M 0.00% +323K +322.9% $10.38
1222 MCK PUT MCKESSON CORP Healthcare 5,800.0 $4.4M 0.00% +800.0 +16.0% $755.60 +11.0%
1223 VZ VERIZON COMMUNICATIONS INC Communication Services 103,296.0 $4.4M 0.00% +57K +124.6% $42.34 +16.2%
1224 PFBC PREFERRED BK LOS ANGELES CA Financial Services 40,979.0 $4.4M 0.00% +20K +94.8% $106.26 -2.5%
1225 MOS MOSAIC CO Basic Materials 205,418.0 $4.4M 0.00% +16K +8.3% $21.19 +10.2%
1226 USAR USA RARE EARTH INC Basic Materials 200,694.0 $4.3M 0.00% +88K +78.9% $21.58 -20.7%
1227 CRCT CRICUT INC Technology 976,355.0 $4.3M 0.00% +47K +5.1% $4.39 +23.0%
1228 TGTX CALL TG THERAPEUTICS INC Healthcare 77,700.0 $4.3M 0.00% +62K +411.2% $54.94 -8.0%
1229 PII POLARIS INC Consumer Cyclical 62,358.0 $4.3M 0.00% +54K +667.5% $68.44 -5.9%
1230 PLAY DAVE & BUSTERS ENTMT INC Communication Services 373,429.0 $4.3M 0.00% +139K +59.5% $11.40 -13.6%
1231 AHCO ADAPTHEALTH CORP Healthcare 407,617.0 $4.2M 0.00% +72K +21.5% $10.42 -48.3%
1232 CPRX CATALYST PHARMACEUTICALS INC Healthcare 134,531.0 $4.2M 0.00% +94K +231.8% $31.43 +0.2%
1233 LYV LIVE NATION ENTERTAINMENT IN Communication Services 23,076.0 $4.2M 0.00% +8K +50.6% $183.11 -0.6%
1234 BBAI CALL BIGBEAR AI HLDGS INC Technology 1,150,000.0 $4.2M 0.00% +790K +219.4% $3.67 -16.3%
1235 PUT JBT MAREL CORPORATION 29,000.0 $4.2M 0.00% +23K +383.3% $145.00
1236 HAL CALL HALLIBURTON CO Energy 123,800.0 $4.2M 0.00% +46K +58.7% $33.95 +5.1%
1237 LCID CALL LUCID GROUP INC Consumer Cyclical 627,900.0 $4.2M 0.00% +298K +90.6% $6.69 -15.8%
1238 MPWR MONOLITHIC PWR SYS INC Technology 3,035.0 $4.2M 0.00% +2K +149.4% $1382.36 -5.2%
1239 ERO CALL ERO COPPER CORP Basic Materials 156,800.0 $4.2M 0.00% +97K +162.7% $26.75 +34.7%
1240 RBBN RIBBON COMMUNICATIONS INC Communication Services 1,790,375.0 $4.2M 0.00% +252K +16.4% $2.34 -14.5%
Page 62 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%