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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 118 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 CCJ CAMECO CORP Energy 52,300.0 $4.8M 0.00% NEW $91.49 +14.5%
2342 BOKF BOK FINL CORP Financial Services 40,365.0 $4.8M 0.00% NEW $118.46 +10.4%
2343 HAL CALL HALLIBURTON CO Energy 169,200.0 $4.8M 0.00% NEW $28.26 +46.7%
2344 SLG PUT SL GREEN RLTY CORP Real Estate 104,200.0 $4.8M 0.00% NEW $45.87 -5.7%
2345 APOGEE THERAPEUTICS INC 63,250.0 $4.8M 0.00% NEW $75.48
2346 VYX NCR VOYIX CORPORATION Technology 467,726.0 $4.8M 0.00% NEW $10.20 -35.4%
2347 LXEO LEXEO THERAPEUTICS INC Healthcare 480,205.0 $4.8M 0.00% NEW $9.93 -48.5%
2348 FOUR CALL SHIFT4 PMTS INC Technology 75,700.0 $4.8M 0.00% NEW $62.97 -31.3%
2349 OLN OLIN CORP Basic Materials 228,637.0 $4.8M 0.00% NEW $20.83 +25.0%
2350 MHO M/I HOMES INC Consumer Cyclical 37,105.0 $4.7M 0.00% NEW $127.95 +1.5%
2351 CNC CALL CENTENE CORP DEL Healthcare 115,300.0 $4.7M 0.00% NEW $41.15 +43.7%
2352 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 661,200.0 $4.7M 0.00% NEW $7.14 +309.7%
2353 FHN FIRST HORIZON CORPORATION Financial Services 197,443.0 $4.7M 0.00% NEW $23.90 +1.4%
2354 CE PUT CELANESE CORP DEL Basic Materials 111,400.0 $4.7M 0.00% NEW $42.28 +23.9%
2355 CNMD CONMED CORP Healthcare 116,001.0 $4.7M 0.00% NEW $40.60 -8.3%
2356 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 231,000.0 $4.7M 0.00% NEW $20.35 -11.3%
2357 LAZ LAZARD INC Financial Services 96,761.0 $4.7M 0.00% NEW $48.56 -1.0%
2358 WEX WEX INC Technology 31,530.0 $4.7M 0.00% NEW $148.98 +1.1%
2359 AVBP ARRIVENT BIOPHARMA INC Healthcare 233,324.0 $4.7M 0.00% NEW $20.12 +32.9%
2360 KFY KORN FERRY Industrials 71,040.0 $4.7M 0.00% NEW $66.02 +3.0%
Page 118 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%