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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 157 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 FRHC CALL FREEDOM HLDG CORP NEV Financial Services 15,100.0 $1.8M 0.00% NEW $121.68 +20.9%
3122 TNC TENNANT CO Industrials 24,784.0 $1.8M 0.00% NEW $73.70 +12.5%
3123 JBGS JBG SMITH PPTYS Real Estate 107,255.0 $1.8M 0.00% NEW $17.01 -15.3%
3124 SOUN PUT SOUNDHOUND AI INC Technology 182,900.0 $1.8M 0.00% NEW $9.97 -15.2%
3125 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 20,658.0 $1.8M 0.00% NEW $88.21 +16.6%
3126 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 112,400.0 $1.8M 0.00% NEW $16.21 -31.2%
3127 CW PUT CURTISS WRIGHT CORP Industrials 3,300.0 $1.8M 0.00% NEW $551.27 +31.9%
3128 XZO EXZEO GROUP INC Financial Services 75,010.0 $1.8M 0.00% NEW $24.25 -47.1%
3129 SM PUT SM ENERGY CO Energy 97,000.0 $1.8M 0.00% NEW $18.70 +86.1%
3130 CRDO CALL CREDO TECHNOLOGY GROUP HOLDI Technology 12,600.0 $1.8M 0.00% NEW $143.89 +34.4%
3131 ONDS PUT ONDAS HLDGS INC Technology 185,000.0 $1.8M 0.00% NEW $9.76 -5.9%
3132 YEXT YEXT INC Technology 223,995.0 $1.8M 0.00% NEW $8.06 -55.5%
3133 DECK CALL DECKERS OUTDOOR CORP Consumer Cyclical 17,400.0 $1.8M 0.00% NEW $103.67 -1.0%
3134 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 139,176.0 $1.8M 0.00% NEW $12.95 -12.8%
3135 EMB ISHARES TR 18,600.0 $1.8M 0.00% NEW $96.28 -1.3%
3136 NVAX CALL NOVAVAX INC Healthcare 266,200.0 $1.8M 0.00% NEW $6.72 +33.6%
3137 PPL CALL PPL CORP Utilities 51,000.0 $1.8M 0.00% NEW $35.02 +1.2%
3138 PUT UNILEVER PLC 27,280.0 $1.8M 0.00% NEW $65.40
3139 IYT ISHARES TR 23,936.0 $1.8M 0.00% NEW $74.51 +9.2%
3140 HOG CALL HARLEY DAVIDSON INC Consumer Cyclical 87,000.0 $1.8M 0.00% NEW $20.49 +13.2%
Page 157 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%