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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 100 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 DOO BRP INC Consumer Cyclical 108,065.0 $7.6M 0.00% NEW $70.74 -21.7%
1982 MCD PUT MCDONALDS CORP Consumer Cyclical 25,000.0 $7.6M 0.00% NEW $305.63 -7.6%
1983 EMERA INC 155,004.0 $7.6M 0.00% NEW $49.29
1984 CB CHUBB LIMITED Financial Services 24,471.0 $7.6M 0.00% NEW $312.12 +5.1%
1985 EW EDWARDS LIFESCIENCES CORP Healthcare 89,515.0 $7.6M 0.00% NEW $85.25 +0.6%
1986 ITGR INTEGER HLDGS CORP Healthcare 97,294.0 $7.6M 0.00% NEW $78.43 +13.8%
1987 NRDS NERDWALLET INC Financial Services 561,316.0 $7.6M 0.00% NEW $13.55 -38.4%
1988 CYTK CYTOKINETICS INC Healthcare 119,221.0 $7.6M 0.00% NEW $63.54 +21.1%
1989 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 1,366,699.0 $7.6M 0.00% NEW $5.54 +55.0%
1990 RKT ROCKET COS INC Financial Services 388,930.0 $7.5M 0.00% NEW $19.36 -28.8%
1991 EGH ACQUISITION CORP. 742,500.0 $7.5M 0.00% NEW $10.14
1992 UFPT UFP TECHNOLOGIES INC Healthcare 33,823.0 $7.5M 0.00% NEW $222.03 +3.1%
1993 AEHR CALL AEHR TEST SYS Technology 371,900.0 $7.5M 0.00% NEW $20.19 +370.6%
1994 GIGCAPITAL8 CORP 759,000.0 $7.5M 0.00% NEW $9.89
1995 STM CALL STMICROELECTRONICS N V Technology 289,300.0 $7.5M 0.00% NEW $25.94 +157.7%
1996 RAPP RAPPORT THERAPEUTICS INC Healthcare 247,315.0 $7.5M 0.00% NEW $30.34 +24.3%
1997 IMKTA INGLES MKTS INC Consumer Defensive 109,183.0 $7.5M 0.00% NEW $68.55 +29.0%
1998 RNW RENEW ENERGY GLOBAL PLC Utilities 1,321,948.0 $7.5M 0.00% NEW $5.65 +4.8%
1999 BV BRIGHTVIEW HLDGS INC Industrials 588,382.0 $7.5M 0.00% NEW $12.67 -0.6%
2000 FIGX CAP ACQUISITION CORP. 740,851.0 $7.5M 0.00% NEW $10.06
Page 100 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%