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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 18 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ITW ILLINOIS TOOL WKS INC Industrials 501,187.0 $123.4M 0.07% NEW $246.30 +1.4%
342 GLOB GLOBANT S A Technology 1,881,661.0 $123.0M 0.07% NEW $65.37 -39.7%
343 JD PUT JD.COM INC Consumer Cyclical 4,284,400.0 $123.0M 0.07% NEW $28.70 +10.5%
344 GOOG PUT ALPHABET INC Communication Services 388,000.0 $121.8M 0.07% NEW $313.80 +26.9%
345 CENCORA INC 359,131.0 $121.3M 0.07% NEW $337.75
346 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 499,387.0 $121.3M 0.07% NEW $242.82 +6.9%
347 MRNA PUT MODERNA INC Healthcare 4,111,100.0 $121.2M 0.07% NEW $29.49 +63.4%
348 RY CALL ROYAL BK CDA Financial Services 709,700.0 $121.0M 0.07% NEW $170.50 +8.2%
349 REGN REGENERON PHARMACEUTICALS Healthcare 155,475.0 $120.0M 0.07% NEW $771.87 -18.7%
350 C CITIGROUP INC Financial Services 1,023,564.0 $119.4M 0.07% NEW $116.69 +5.2%
351 ICLR ICON PLC Healthcare 653,319.0 $119.0M 0.07% NEW $182.22 -36.2%
352 PLNT PLANET FITNESS INC Consumer Cyclical 1,097,317.0 $119.0M 0.07% NEW $108.47 -50.9%
353 AAL PUT AMERICAN AIRLS GROUP INC Industrials 7,763,100.0 $119.0M 0.07% NEW $15.33 -19.1%
354 ASML PUT ASML HOLDING N V Technology 111,000.0 $118.8M 0.07% NEW $1069.86 +37.5%
355 FLNC FLUENCE ENERGY INC Utilities 5,991,898.0 $118.5M 0.07% NEW $19.78 -1.7%
356 CRBG COREBRIDGE FINL INC Financial Services 3,886,423.0 $117.3M 0.06% NEW $30.17 -9.1%
357 GRANITE CONSTR INC 46,000,000.0 $117.0M 0.06% NEW $2.54
358 HUM HUMANA INC Healthcare 453,472.0 $116.1M 0.06% NEW $256.13 +18.3%
359 BBWI BATH & BODY WORKS INC Consumer Cyclical 5,769,235.0 $115.8M 0.06% NEW $20.08 -18.0%
360 PYPL PUT PAYPAL HLDGS INC Financial Services 1,968,300.0 $114.9M 0.06% NEW $58.38 -23.7%
Page 18 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%