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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 128 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 CAG CONAGRA BRANDS INC Consumer Defensive 219,940.0 $3.8M 0.00% NEW $17.31 -24.0%
2542 WIX PUT WIX COM LTD Technology 36,500.0 $3.8M 0.00% NEW $103.89 -48.8%
2543 ENPH CALL ENPHASE ENERGY INC Energy 118,300.0 $3.8M 0.00% NEW $32.05 +108.7%
2544 TDOC TELADOC HEALTH INC Healthcare 541,280.0 $3.8M 0.00% NEW $7.00 -5.9%
2545 PEGA PEGASYSTEMS INC Technology 63,403.0 $3.8M 0.00% NEW $59.72 -42.5%
2546 SPLV INVESCO EXCH TRADED FD TR II 52,904.0 $3.8M 0.00% NEW $71.42 +3.4%
2547 TDW PUT TIDEWATER INC NEW Energy 74,700.0 $3.8M 0.00% NEW $50.51 +55.9%
2548 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 32,100.0 $3.8M 0.00% NEW $117.52 +7.7%
2549 CPNG CALL COUPANG INC Consumer Cyclical 158,900.0 $3.7M 0.00% NEW $23.59 -34.4%
2550 SCHW PUT SCHWAB CHARLES CORP Financial Services 37,500.0 $3.7M 0.00% NEW $99.91 -10.5%
2551 KC KINGSOFT CLOUD HLDGS LTD Technology 361,600.0 $3.7M 0.00% NEW $10.34 +26.0%
2552 PL CALL PLANET LABS PBC Industrials 189,400.0 $3.7M 0.00% NEW $19.72 +145.0%
2553 JBLU PUT JETBLUE AWYS CORP Industrials 816,200.0 $3.7M 0.00% NEW $4.55 +16.0%
2554 HLF HERBALIFE LTD Consumer Defensive 287,789.0 $3.7M 0.00% NEW $12.89 -6.0%
2555 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 94,385.0 $3.7M 0.00% NEW $39.30 +40.3%
2556 PKG PACKAGING CORP AMER Consumer Cyclical 17,984.0 $3.7M 0.00% NEW $206.23 +5.9%
2557 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 136,324.0 $3.7M 0.00% NEW $27.16 +13.6%
2558 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 200,000.0 $3.7M 0.00% NEW $18.50 -55.8%
2559 WMK WEIS MKTS INC Consumer Defensive 57,720.0 $3.7M 0.00% NEW $64.09 +12.8%
2560 UTZ UTZ BRANDS INC Consumer Defensive 356,181.0 $3.7M 0.00% NEW $10.38 -27.9%
Page 128 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%