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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 54 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NOW CALL SERVICENOW INC Technology 173,500.0 $26.6M 0.01% NEW $153.19 -34.9%
1062 ALB ALBEMARLE CORP Basic Materials 187,808.0 $26.6M 0.01% NEW $141.44 +20.1%
1063 PEP PEPSICO INC Consumer Defensive 184,493.0 $26.5M 0.01% NEW $143.52 +3.7%
1064 APPLIED OPTOELECTRONICS INC 23,089,000.0 $26.5M 0.01% NEW $1.15
1065 APA PUT APA CORPORATION Energy 1,082,200.0 $26.5M 0.01% NEW $24.46 +56.7%
1066 SM SM ENERGY CO Energy 1,412,606.0 $26.4M 0.01% NEW $18.70 +77.8%
1067 CHTR CHARTER COMMUNICATIONS INC N Communication Services 126,511.0 $26.4M 0.01% NEW $208.75 -28.7%
1068 TDAY USA TODAY CO INC Communication Services 5,124,041.0 $26.4M 0.01% NEW $5.15 +46.8%
1069 IONS IONIS PHARMACEUTICALS INC Healthcare 332,803.0 $26.3M 0.01% NEW $79.11 -4.2%
1070 RS RELIANCE INC Basic Materials 90,990.0 $26.3M 0.01% NEW $288.87 +26.1%
1071 JD JD.COM INC Consumer Cyclical 915,784.0 $26.3M 0.01% NEW $28.70 +9.7%
1072 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,266,550.0 $26.3M 0.01% NEW $20.74 +4.8%
1073 KWEB KRANESHARES TRUST 769,946.0 $26.2M 0.01% NEW $34.05 -18.9%
1074 AMN AMN HEALTHCARE SVCS INC Healthcare 1,660,712.0 $26.2M 0.01% NEW $15.76 +62.8%
1075 LAD LITHIA MTRS INC Consumer Cyclical 78,286.0 $26.0M 0.01% NEW $332.33 -17.5%
1076 PVH PVH CORPORATION Consumer Cyclical 388,083.0 $26.0M 0.01% NEW $67.02 +29.4%
1077 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,109,000.0 $25.9M 0.01% NEW $23.39 +19.3%
1078 ICHR ICHOR HOLDINGS Technology 1,406,927.0 $25.9M 0.01% NEW $18.43 +254.4%
1079 BLBD BLUE BIRD CORP Consumer Cyclical 551,624.0 $25.9M 0.01% NEW $47.00 +37.9%
1080 WT WISDOMTREE INC Financial Services 2,122,090.0 $25.9M 0.01% NEW $12.19 +57.3%
Page 54 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%