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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 14 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ALBEMARLE CORP 2,700,000.0 $159.3M 0.09% NEW $58.98
262 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 273,400.0 $158.8M 0.09% NEW $580.71 -23.5%
263 ALNY CALL ALNYLAM PHARMACEUTICALS INC Healthcare 397,200.0 $157.9M 0.09% NEW $397.65 -27.5%
264 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 271,600.0 $157.7M 0.09% NEW $580.71 -23.5%
265 UAL PUT UNITED AIRLS HLDGS INC Industrials 1,409,400.0 $157.6M 0.09% NEW $111.82 -17.0%
266 INTC PUT INTEL CORP Technology 4,257,400.0 $157.1M 0.09% NEW $36.90 +188.6%
267 HOOD PUT ROBINHOOD MKTS INC Financial Services 1,388,500.0 $157.0M 0.09% NEW $113.10 -32.5%
268 MELI CALL MERCADOLIBRE INC Consumer Cyclical 77,700.0 $156.5M 0.09% NEW $2014.26 -22.4%
269 ZS CALL ZSCALER INC Technology 692,500.0 $155.8M 0.09% NEW $224.92 -22.1%
270 ABBV ABBVIE INC Healthcare 671,636.0 $153.5M 0.08% NEW $228.49 -8.5%
271 MRNA MODERNA INC Healthcare 5,182,759.0 $152.8M 0.08% NEW $29.49 +63.4%
272 ZTS ZOETIS INC Healthcare 1,214,747.0 $152.8M 0.08% NEW $125.82 -39.2%
273 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,390,185.0 $152.3M 0.08% NEW $63.72 +45.1%
274 DELL PUT DELL TECHNOLOGIES INC Technology 1,202,100.0 $151.3M 0.08% NEW $125.88 +90.8%
275 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 3,705,800.0 $150.9M 0.08% NEW $40.73 +14.8%
276 SBUX PUT STARBUCKS CORP Consumer Cyclical 1,789,300.0 $150.7M 0.08% NEW $84.21 +26.9%
277 RY PUT ROYAL BK CDA Financial Services 882,100.0 $150.4M 0.08% NEW $170.50 +8.2%
278 VRT PUT VERTIV HOLDINGS CO Industrials 927,000.0 $150.2M 0.08% NEW $162.01 +107.6%
279 ESTC ELASTIC N V Technology 1,989,476.0 $150.1M 0.08% NEW $75.44 -29.3%
280 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 306,971.0 $149.6M 0.08% NEW $487.25 +16.9%
Page 14 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%