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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 Q4 2025 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 42 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BUNGE GLOBAL SA 2,456.0 $262K NEW $106.73
822 XHE SPDR SERIES TRUST 3,105.0 $262K NEW $84.23 +11.9%
823 DFAU DIMENSIONAL ETF TRUST 5,056.0 $261K NEW $51.69 +3.6%
824 ACN CALL ACCENTURE PLC IRELAND Technology 2,100.0 $261K NEW $124.44 +36.6%
825 FLQL FRANKLIN TEMPLETON ETF TR 3,300.0 $258K NEW $78.28 +1.8%
826 EAF GRAFTECH INTL LTD SR NT Industrials 43,239.0 $256K NEW $5.91 +24.5%
827 HTFL HEARTFLOW INC Healthcare 8,681.0 $255K NEW $29.34 +42.9%
828 KALU PUT KAISER ALUMINIUM CORPORATION Basic Materials 1,300.0 $254K NEW $195.63 -5.2%
829 CANTOR EQUITY PARTNERS VII I 25,000.0 $252K NEW $10.09
830 JPEF J P MORGAN EXCHANGE TRADED F 3,137.0 $252K NEW $80.33 +3.1%
831 USMC PRINCIPAL EXCHANGE TRADED FD 3,390.0 $251K NEW $74.13 +3.1%
832 ON SEMICONDUCTOR CORP 137,000.0 $250K NEW $1.83
833 PUT ENLIGHT RENEWABLE ENERGY LTD 2,800.0 $249K NEW $89.02
834 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,768.0 $248K NEW $89.48 -21.5%
835 EL CALL LAUDER ESTEE COS INC Consumer Defensive 3,100.0 $245K NEW $78.95 +6.8%
836 AVRE AMERICAN CENTY ETF TR 5,152.0 $244K NEW $47.38 +1.7%
837 DX DYNEX CAP INC Real Estate 18,448.0 $242K NEW $13.11 -0.3%
838 PRGS CALL PROGRESS SOFTWARE CORP Technology 7,200.0 $242K NEW $33.58 +27.6%
839 XT ISHARES TR 2,920.0 $241K NEW $82.63 +0.7%
840 SLX VANECK ETF TRUST 2,451.0 $241K NEW $98.41 +10.0%
Page 42 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%