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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $166.3B AUM 5,804 positions Filed May 15, 2026 ← All Funds
Q2 2026 Q1 2026 · All 711 New 1370 Added 1926 Reduced
Page 4 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FISV CALL FISERV INC Technology 301,600.0 $16.8M 0.01% NEW — $55.80 -18.7%
62 — IQIYI INC — 17,400,000.0 $15.8M 0.01% NEW — $0.91 —
63 TM TOYOTA MOTOR CORP Consumer Cyclical 75,537.0 $15.6M 0.01% NEW — $206.09 -9.4%
64 — JANUS LIVING INC — 653,500.0 $15.4M 0.01% NEW — $23.57 —
65 LUV SOUTHWEST AIRLS CO Industrials 393,774.0 $14.8M 0.01% NEW — $37.57 +12.0%
66 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 109,930.0 $14.7M 0.01% NEW — $133.46 +22.2%
67 OKLO PUT OKLO INC Utilities 285,000.0 $14.1M 0.01% NEW — $49.59 -25.2%
68 BZ KANZHUN LIMITED Industrials 1,026,464.0 $13.7M 0.01% NEW — $13.39 +5.8%
69 WRB BERKLEY W R CORP Financial Services 200,813.0 $13.3M 0.01% NEW — $66.28 +2.9%
70 — CHURCHILL CAP CORP XI — 1,297,180.0 $13.2M 0.01% NEW — $10.17 —
71 HCC WARRIOR MET COAL INC Energy 136,467.0 $12.7M 0.01% NEW — $93.15 -5.5%
72 AMBA AMBARELLA INC Technology 245,165.0 $12.6M 0.01% NEW — $51.48 +33.5%
73 — MIAMI INTL HLDGS INC — 320,762.0 $12.5M 0.01% NEW — $38.92 —
74 SORN SOREN ACQUISITION CORP Financial Services 1,252,000.0 $12.4M 0.01% NEW — $9.87 +2.3%
75 MESH MESHFLOW ACQUISITION CORP Financial Services 1,207,700.0 $11.9M 0.01% NEW — $9.89 +1.9%
76 UTHR PUT UNITED THERAPEUTICS CORP DEL Healthcare 20,000.0 $11.9M 0.01% NEW — $592.98 -18.8%
77 OWL CALL BLUE OWL CAPITAL INC Financial Services 1,288,700.0 $11.8M 0.01% NEW — $9.13 +1.6%
78 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 89,184.0 $11.7M 0.01% NEW — $131.74 +5.0%
79 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,025,496.0 $11.6M 0.01% NEW — $11.27 -17.3%
80 TOL TOLL BROTHERS INC Consumer Cyclical 84,153.0 $11.5M 0.01% NEW — $136.47 -0.4%
Page 4 of 36  ·  711 positions

① 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 27.3%
Consumer Cyclical 13.0%
Healthcare 12.5%
Financial Services 11.8%
Industrials 11.3%
Communication Services 5.7%
Basic Materials 5.0%
Energy 5.0%
Consumer Defensive 4.9%
Real Estate 2.2%