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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 116 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 VWOB VANGUARD WHITEHALL FDS 73,447.0 $5.0M 0.00% NEW $67.43 -1.7%
2302 NU PUT NU HLDGS LTD Financial Services 295,800.0 $5.0M 0.00% NEW $16.74 -24.0%
2303 MORN MORNINGSTAR INC Financial Services 22,767.0 $4.9M 0.00% NEW $217.31 -17.3%
2304 AES AES CORP Utilities 344,514.0 $4.9M 0.00% NEW $14.34 +2.4%
2305 JENA ACQUISITION CORP II 475,000.0 $4.9M 0.00% NEW $10.40
2306 KIM KIMCO RLTY CORP Real Estate 243,695.0 $4.9M 0.00% NEW $20.27 +18.9%
2307 MANU PUT MANCHESTER UTD PLC NEW Communication Services 309,800.0 $4.9M 0.00% NEW $15.92 +25.6%
2308 TUYA TUYA INC Technology 2,337,112.0 $4.9M 0.00% NEW $2.11 -1.9%
2309 BXP BXP INC Real Estate 73,060.0 $4.9M 0.00% NEW $67.48 -10.7%
2310 LYFT PUT LYFT INC Technology 253,600.0 $4.9M 0.00% NEW $19.37 -28.2%
2311 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 17,100.0 $4.9M 0.00% NEW $287.22 +40.0%
2312 KNSL KINSALE CAP GROUP INC Financial Services 12,552.0 $4.9M 0.00% NEW $391.12 -20.7%
2313 GT PUT GOODYEAR TIRE & RUBR CO Consumer Cyclical 560,000.0 $4.9M 0.00% NEW $8.76 -32.8%
2314 BW BABCOCK & WILCOX ENTERPRISES Industrials 772,100.0 $4.9M 0.00% NEW $6.34 +200.3%
2315 TDS TELEPHONE & DATA SYS INC Communication Services 119,381.0 $4.9M 0.00% NEW $41.00 -4.1%
2316 CNXN PC CONNECTION INC Technology 84,566.0 $4.9M 0.00% NEW $57.76 +15.0%
2317 DDOG DATADOG INC Technology 35,915.0 $4.9M 0.00% NEW $135.99 +63.5%
2318 KYTX KYVERNA THERAPEUTICS INC Healthcare 518,512.0 $4.9M 0.00% NEW $9.40 -7.8%
2319 CEVA CEVA INC Technology 226,480.0 $4.9M 0.00% NEW $21.52 +83.2%
2320 VKTX CALL VIKING THERAPEUTICS INC Healthcare 138,400.0 $4.9M 0.00% NEW $35.18 -12.2%
Page 116 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%