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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 25 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NEXTERA ENERGY INC 1,606,000.0 $82.7M 0.04% NEW $51.51
482 LMND LEMONADE INC Financial Services 1,161,499.0 $82.7M 0.04% NEW $71.18 -27.9%
483 GD GENERAL DYNAMICS CORP Industrials 244,074.0 $82.2M 0.04% NEW $336.66 -0.6%
484 NG NOVAGOLD RES INC Basic Materials 8,803,209.0 $82.1M 0.04% NEW $9.32 -12.8%
485 ZS ZSCALER INC Technology 364,113.0 $81.9M 0.04% NEW $224.92 -28.4%
486 MFC PUT MANULIFE FINL CORP Financial Services 2,250,100.0 $81.7M 0.04% NEW $36.32 +3.5%
487 ONTO ONTO INNOVATION INC Technology 517,189.0 $81.6M 0.04% NEW $157.86 +72.2%
488 F CALL FORD MTR CO Consumer Cyclical 6,216,300.0 $81.6M 0.04% NEW $13.12 +2.1%
489 EXEL EXELIXIS INC Healthcare 1,860,005.0 $81.5M 0.04% NEW $43.83 +14.4%
490 TGT TARGET CORP Consumer Defensive 830,692.0 $81.2M 0.04% NEW $97.75 +24.3%
491 DRAFTKINGS INC NEW 88,500,000.0 $81.1M 0.04% NEW $0.92
492 F PUT FORD MTR CO Consumer Cyclical 6,156,400.0 $80.8M 0.04% NEW $13.12 +2.1%
493 WFRD WEATHERFORD INTL PLC Energy 1,029,343.0 $80.6M 0.04% NEW $78.26 +39.1%
494 ACN PUT ACCENTURE PLC IRELAND Technology 299,600.0 $80.4M 0.04% NEW $268.30 -33.8%
495 CTAS CINTAS CORP Industrials 425,725.0 $80.1M 0.04% NEW $188.07 -10.5%
496 SHOP PUT SHOPIFY INC Technology 497,100.0 $80.0M 0.04% NEW $160.97 -37.7%
497 COGT COGENT BIOSCIENCES INC Healthcare 2,247,804.0 $79.8M 0.04% NEW $35.52 -11.7%
498 EXLS EXLSERVICE HOLDINGS INC Technology 1,881,161.0 $79.8M 0.04% NEW $42.44 -35.2%
499 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 2,999,400.0 $79.7M 0.04% NEW $26.58 +26.9%
500 CAT CALL CATERPILLAR INC Industrials 139,100.0 $79.7M 0.04% NEW $572.87 +50.8%
Page 25 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%