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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 103 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ESLT CALL ELBIT SYS LTD Industrials 12,300.0 $7.1M 0.00% NEW $577.71 +32.9%
2042 CDNS PUT CADENCE DESIGN SYSTEM INC Technology 22,700.0 $7.1M 0.00% NEW $312.58 +19.5%
2043 TFC TRUIST FINL CORP Financial Services 143,637.0 $7.1M 0.00% NEW $49.21 -1.7%
2044 SEDG PUT SOLAREDGE TECHNOLOGIES INC Energy 245,000.0 $7.1M 0.00% NEW $28.85 +114.7%
2045 IPGP IPG PHOTONICS CORP Technology 98,599.0 $7.1M 0.00% NEW $71.60 +66.2%
2046 AA ALCOA CORP Basic Materials 132,799.0 $7.1M 0.00% NEW $53.14 +34.3%
2047 KB KB FINL GROUP INC Financial Services 81,326.0 $7.0M 0.00% NEW $86.04 +21.9%
2048 STM PUT STMICROELECTRONICS N V Technology 269,700.0 $7.0M 0.00% NEW $25.94 +157.7%
2049 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 3,161,473.0 $7.0M 0.00% NEW $2.21 +8.6%
2050 CMS CMS ENERGY CORP Utilities 99,906.0 $7.0M 0.00% NEW $69.93 +6.6%
2051 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 392,942.0 $7.0M 0.00% NEW $17.69 -18.5%
2052 LIVN LIVANOVA PLC Healthcare 112,958.0 $7.0M 0.00% NEW $61.53 +20.0%
2053 ASO PUT ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 138,800.0 $6.9M 0.00% NEW $49.96 +5.1%
2054 SFBS SERVISFIRST BANCSHARES INC Financial Services 96,441.0 $6.9M 0.00% NEW $71.79 +7.8%
2055 EC ECOPETROL S A Energy 690,567.0 $6.9M 0.00% NEW $10.02 +38.2%
2056 NML NEUBERGER ENGY INFRSTR & INC Financial Services 813,814.0 $6.9M 0.00% NEW $8.50 +22.9%
2057 AMLP ALPS ETF TR 147,104.0 $6.9M 0.00% NEW $47.02 +16.0%
2058 PVH PUT PVH CORPORATION Consumer Cyclical 103,200.0 $6.9M 0.00% NEW $67.02 +32.7%
2059 LGND LIGAND PHARMACEUTICALS INC Healthcare 36,551.0 $6.9M 0.00% NEW $189.07 +21.3%
2060 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 35,681.0 $6.9M 0.00% NEW $193.43 +6.3%
Page 103 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%