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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 122 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 YETI YETI HLDGS INC Consumer Cyclical 98,445.0 $4.3M 0.00% NEW $44.17 +4.3%
2422 PUT COMERICA INC 50,000.0 $4.3M 0.00% NEW $86.93
2423 PAGS PAGSEGURO DIGITAL LTD Technology 450,841.0 $4.3M 0.00% NEW $9.64 -4.3%
2424 UUUU PUT ENERGY FUELS INC Energy 300,000.0 $4.3M 0.00% NEW $14.49 +27.3%
2425 CLDT CHATHAM LODGING TR Real Estate 638,108.0 $4.3M 0.00% NEW $6.81 +59.9%
2426 CLX CLOROX CO DEL Consumer Defensive 43,018.0 $4.3M 0.00% NEW $100.83 -4.5%
2427 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 49,700.0 $4.3M 0.00% NEW $87.25 +69.9%
2428 INDA ISHARES TR 80,141.0 $4.3M 0.00% NEW $54.10 -10.3%
2429 HCI CALL HCI GROUP INC Financial Services 22,600.0 $4.3M 0.00% NEW $191.69 -17.8%
2430 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 261,068.0 $4.3M 0.00% NEW $16.59 -33.1%
2431 GRAL PUT GRAIL INC Healthcare 50,600.0 $4.3M 0.00% NEW $85.59 -19.4%
2432 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 135,365.0 $4.3M 0.00% NEW $31.89 +11.8%
2433 NNN NNN REIT INC Real Estate 108,892.0 $4.3M 0.00% NEW $39.63 +13.8%
2434 ZM PUT ZOOM COMMUNICATIONS INC Technology 50,000.0 $4.3M 0.00% NEW $86.29 +16.0%
2435 LQDA CALL LIQUIDIA CORPORATION Healthcare 125,000.0 $4.3M 0.00% NEW $34.49 +74.2%
2436 RGEN CALL REPLIGEN CORP Healthcare 26,300.0 $4.3M 0.00% NEW $163.86 -29.7%
2437 RMAX RE MAX HLDGS INC Real Estate 566,227.0 $4.3M 0.00% NEW $7.59 +24.7%
2438 MEOH PUT METHANEX CORP Basic Materials 108,000.0 $4.3M 0.00% NEW $39.67 +51.6%
2439 AI C3 AI INC Technology 317,815.0 $4.3M 0.00% NEW $13.48 -28.7%
2440 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 114,310.0 $4.3M 0.00% NEW $37.42 -19.6%
Page 122 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%