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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 105 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 IBB ISHARES TR 39,244.0 $6.6M 0.00% NEW $168.77 +0.0%
2082 FOUR PUT SHIFT4 PMTS INC Technology 105,100.0 $6.6M 0.00% NEW $62.97 -31.3%
2083 LYB CALL LYONDELLBASELL INDUSTRIES N Basic Materials 152,700.0 $6.6M 0.00% NEW $43.30 +61.0%
2084 SNPS SYNOPSYS INC Technology 14,049.0 $6.6M 0.00% NEW $469.72 +11.7%
2085 KODK EASTMAN KODAK CO Industrials 779,771.0 $6.6M 0.00% NEW $8.46 +16.1%
2086 IMSR TERRESTRIAL ENERGY INC Energy 1,079,546.0 $6.6M 0.00% NEW $6.11 +24.7%
2087 BMI BADGER METER INC Technology 37,789.0 $6.6M 0.00% NEW $174.41 -27.8%
2088 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 1,824,795.0 $6.6M 0.00% NEW $3.60 +61.7%
2089 BTU PEABODY ENERGY CORP Energy 221,025.0 $6.6M 0.00% NEW $29.70 -17.3%
2090 SSNC CALL SS&C TECHNOLOGIES HLDGS INC Technology 75,000.0 $6.6M 0.00% NEW $87.42 -23.3%
2091 DUOL DUOLINGO INC Technology 37,335.0 $6.6M 0.00% NEW $175.50 -39.3%
2092 OXY OCCIDENTAL PETE CORP Energy 159,329.0 $6.6M 0.00% NEW $41.12 +43.0%
2093 MKTX MARKETAXESS HLDGS INC Financial Services 36,099.0 $6.5M 0.00% NEW $181.25 -24.3%
2094 RPD RAPID7 INC Technology 429,672.0 $6.5M 0.00% NEW $15.20 -52.2%
2095 AM ANTERO MIDSTREAM CORP Energy 365,979.0 $6.5M 0.00% NEW $17.79 +24.6%
2096 VNT VONTIER CORPORATION Technology 175,005.0 $6.5M 0.00% NEW $37.18 -20.3%
2097 PEB PEBBLEBROOK HOTEL TR Real Estate 573,801.0 $6.5M 0.00% NEW $11.32 +30.6%
2098 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 276,913.0 $6.5M 0.00% NEW $23.39 +21.7%
2099 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 22,800.0 $6.5M 0.00% NEW $283.31 -24.2%
2100 FSLY FASTLY INC Technology 634,038.0 $6.5M 0.00% NEW $10.18 +60.3%
Page 105 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%