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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 29 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MARA HOLDINGS INC 87,889,000.0 $69.2M 0.04% NEW $0.79
562 RIOT RIOT PLATFORMS INC Financial Services 5,455,200.0 $69.1M 0.04% NEW $12.67 +80.4%
563 VST VISTRA CORP Utilities 427,713.0 $69.0M 0.04% NEW $161.33 -15.9%
564 JEF JEFFERIES FINL GROUP INC Financial Services 1,107,070.0 $68.6M 0.04% NEW $61.97 -15.9%
565 OXY PUT OCCIDENTAL PETE CORP Energy 1,667,300.0 $68.6M 0.04% NEW $41.12 +46.8%
566 RIG TRANSOCEAN LTD Energy 16,425,031.0 $67.8M 0.04% NEW $4.13 +81.5%
567 SNOW SNOWFLAKE INC Technology 308,556.0 $67.7M 0.04% NEW $219.36 -23.3%
568 OKTA INC 68,941,000.0 $67.7M 0.04% NEW $0.98
569 VISHAY INTERTECHNOLOGY INC 74,809,000.0 $67.5M 0.04% NEW $0.90
570 MOH MOLINA HEALTHCARE INC Healthcare 387,118.0 $67.2M 0.04% NEW $173.54 +7.1%
571 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 4,293,750.0 $66.9M 0.04% NEW $15.59 +6.6%
572 BRBR BELLRING BRANDS INC Consumer Defensive 2,501,023.0 $66.9M 0.04% NEW $26.73 -65.7%
573 PNFP PINNACLE FINL PARTNERS INC Financial Services 700,215.0 $66.8M 0.04% NEW $95.41 -0.7%
574 HEI HEICO CORP NEW Industrials 205,135.0 $66.4M 0.04% NEW $323.59 -9.1%
575 SIRI SIRIUSXM HOLDINGS INC Communication Services 3,306,242.0 $66.1M 0.04% NEW $20.00 +29.3%
576 ABNB PUT AIRBNB INC Consumer Cyclical 486,700.0 $66.1M 0.04% NEW $135.72 -3.7%
577 ADNT ADIENT PLC Consumer Cyclical 3,436,583.0 $65.9M 0.04% NEW $19.17 +3.2%
578 DE CALL DEERE & CO Industrials 141,000.0 $65.6M 0.04% NEW $465.57 +20.4%
579 EMN EASTMAN CHEM CO Basic Materials 1,025,388.0 $65.5M 0.04% NEW $63.83 +7.9%
580 CALL CENCORA INC 193,400.0 $65.3M 0.04% NEW $337.75
Page 29 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%