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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 32 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IEO ISHARES TR 6,349.0 $697K NEW $109.72 +22.0%
622 BIRKENSTOCK HOLDING PLC 16,149.0 $695K NEW $43.03
623 MAT CALL MATTEL INC Consumer Cyclical 50,000.0 $694K NEW $13.88 +5.6%
624 MAT PUT MATTEL INC Consumer Cyclical 50,000.0 $694K NEW $13.88 +5.6%
625 HNST HONEST CO INC Consumer Cyclical 189,455.0 $693K NEW $3.66 +29.8%
626 AMPX CALL AMPRIUS TECHNOLOGIES INC Industrials 50,000.0 $693K NEW $13.86 -21.7%
627 TNET CALL TRINET GROUP INC Industrials 14,000.0 $693K NEW $49.49 +39.4%
628 HFWA HERITAGE FINL CORP WASH Financial Services 23,374.0 $692K NEW $29.62 -0.7%
629 ORN ORION GROUP HLDGS INC Industrials 41,011.0 $690K NEW $16.82 -43.2%
630 CRGY CALL CRESCENT ENERGY COMPANY Energy 70,000.0 $687K NEW $9.82 +30.5%
631 NEBIUS GROUP N.V. 2,489.0 $687K NEW $276.17
632 LI LI AUTO INC Consumer Cyclical 58,469.0 $686K NEW $11.74 +3.7%
633 WOR CALL WORTHINGTON ENTERPRISES INC Industrials 12,700.0 $683K NEW $53.76 +6.4%
634 GHRS GH RESEARCH PLC Healthcare 25,345.0 $681K NEW $26.88 +8.9%
635 ANDG ANDERSEN GROUP INC Consumer Cyclical 17,986.0 $678K NEW $37.72 +19.2%
636 WD CALL WALKER & DUNLOP INC Financial Services 12,400.0 $678K NEW $54.70 -26.4%
637 MGNI MAGNITE INC Communication Services 35,719.0 $678K NEW $18.98 +32.0%
638 TWFG INC 28,178.0 $678K NEW $24.05
639 FEGE RBB FUND TRUST 13,772.0 $674K NEW $48.92 +6.1%
640 CAC CAMDEN NATL CORP Financial Services 12,384.0 $671K NEW $54.22 +7.4%
Page 32 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%