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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 30 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 COHU CALL COHU INC Technology 11,000.0 $813K NEW $73.91 -22.2%
582 XNCR XENCOR INC Healthcare 50,475.0 $813K NEW $16.10 +54.2%
583 SPMD SPDR SERIES TRUST 11,990.0 $810K NEW $67.56 +0.5%
584 FXU FIRST TR EXCHANGE-TRADED FD 16,417.0 $810K NEW $49.34 -0.5%
585 NPK NATIONAL PRESTO INDS INC Industrials 6,425.0 $803K NEW $124.99 +16.2%
586 CCS PUT CENTURY COMMUNITIES INC Consumer Cyclical 11,200.0 $803K NEW $71.66 -3.1%
587 ESGU ISHARES TR 4,882.0 $799K NEW $163.67 +2.8%
588 MMM PUT 3M CO Industrials 4,900.0 $793K NEW $161.91 +11.4%
589 JACK CALL JACK IN THE BOX INC Consumer Cyclical 50,000.0 $790K NEW $15.81 +5.7%
590 AIS TIDAL TRUST III 9,222.0 $787K NEW $85.31 -18.4%
591 INOD PUT INNODATA INC Technology 10,400.0 $786K NEW $75.58 -17.6%
592 MSCI MSCI INC Financial Services 1,400.0 $784K NEW $560.04 +0.7%
593 UMAC PUT UNUSUAL MACHS INC Financial Services 35,000.0 $780K NEW $22.30 +40.3%
594 WDFC CALL WD 40 CO Basic Materials 3,200.0 $780K NEW $243.64 -4.9%
595 WYFI CALL WHITEFIBER INC Technology 20,000.0 $777K NEW $38.85 -30.7%
596 NKTR CALL NEKTAR THERAPEUTICS Healthcare 11,100.0 $775K NEW $69.81 +5.9%
597 IDYA IDEAYA BIOSCIENCES INC Healthcare 20,763.0 $774K NEW $37.27 -0.4%
598 VPG PUT VISHAY PRECISION GROUP INC Technology 5,100.0 $765K NEW $149.91 -55.6%
599 BBUS J P MORGAN EXCHANGE TRADED F 5,642.0 $760K NEW $134.75 +2.9%
600 PPC PUT PILGRIMS PRIDE CORP Consumer Defensive 27,000.0 $759K NEW $28.11 +1.7%
Page 30 of 47  ·  928 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%