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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 40 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SCHD SCHWAB STRATEGIC TR 1,579,109.0 $43.3M 0.02% NEW $27.43 +16.5%
782 CIPHER MINING INC 12,397,000.0 $43.2M 0.02% NEW $3.49
783 NYT NEW YORK TIMES CO Communication Services 621,826.0 $43.2M 0.02% NEW $69.42 +6.9%
784 SE SEA LTD Consumer Cyclical 338,195.0 $43.1M 0.02% NEW $127.57 -32.5%
785 HUBS PUT HUBSPOT INC Technology 107,500.0 $43.1M 0.02% NEW $401.30 -50.5%
786 NVO NOVO-NORDISK A S Healthcare 845,224.0 $43.0M 0.02% NEW $50.88 -12.2%
787 SOUN CALL SOUNDHOUND AI INC Technology 4,312,800.0 $43.0M 0.02% NEW $9.97 -16.3%
788 APOLLO GLOBAL MGMT INC 570,000.0 $43.0M 0.02% NEW $75.42
789 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 945,180.0 $42.9M 0.02% NEW $45.40 -9.5%
790 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 1,047,700.0 $42.7M 0.02% NEW $40.73 +17.8%
791 SSR MINING IN 32,450,000.0 $42.6M 0.02% NEW $1.31
792 COP CONOCOPHILLIPS Energy 454,516.0 $42.5M 0.02% NEW $93.61 +34.1%
793 KEY KEYCORP Financial Services 2,054,046.0 $42.4M 0.02% NEW $20.64 +1.5%
794 UFPI UFP INDUSTRIES INC Basic Materials 465,593.0 $42.4M 0.02% NEW $91.05 -13.2%
795 SJM SMUCKER J M CO Consumer Defensive 433,322.0 $42.4M 0.02% NEW $97.81 +3.2%
796 DXC DXC TECHNOLOGY CO Technology 2,888,059.0 $42.3M 0.02% NEW $14.65 -39.8%
797 TXT TEXTRON INC Industrials 485,339.0 $42.3M 0.02% NEW $87.17 +1.5%
798 UNM UNUM GROUP Financial Services 542,982.0 $42.1M 0.02% NEW $77.50 +6.9%
799 PLYMOUTH INDL REIT INC 1,922,761.0 $42.1M 0.02% NEW $21.88
800 BAYTEX ENERGY CORP 13,013,404.0 $42.0M 0.02% NEW $3.23
Page 40 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%