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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 71 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 BURL BURLINGTON STORES INC Consumer Cyclical 54,456.0 $15.7M 0.01% NEW $288.85 +9.4%
1402 GTLB PUT GITLAB INC Technology 418,100.0 $15.7M 0.01% NEW $37.53 -31.7%
1403 ARHS ARHAUS INC Consumer Cyclical 1,399,735.0 $15.7M 0.01% NEW $11.21 -43.0%
1404 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 9,508,306.0 $15.7M 0.01% NEW $1.65 -56.7%
1405 SOLV SOLVENTUM CORP Healthcare 197,957.0 $15.7M 0.01% NEW $79.24 -3.9%
1406 DY DYCOM INDS INC Industrials 46,418.0 $15.7M 0.01% NEW $337.90 +22.6%
1407 PGR CALL PROGRESSIVE CORP Financial Services 68,800.0 $15.7M 0.01% NEW $227.72 -11.0%
1408 ELF CALL E L F BEAUTY INC Consumer Defensive 204,900.0 $15.6M 0.01% NEW $76.04 -30.1%
1409 CRTO CRITEO S A Communication Services 755,491.0 $15.6M 0.01% NEW $20.61 -16.7%
1410 CME CALL CME GROUP INC Financial Services 57,000.0 $15.6M 0.01% NEW $273.08 +5.9%
1411 DIOD DIODES INC Technology 315,360.0 $15.6M 0.01% NEW $49.34 +95.2%
1412 HTGC HERCULES CAPITAL INC Financial Services 825,537.0 $15.5M 0.01% NEW $18.82 -17.8%
1413 ARKG ARK ETF TR 536,158.0 $15.5M 0.01% NEW $28.97 +5.4%
1414 TROX TRONOX HOLDINGS PLC Basic Materials 3,710,610.0 $15.5M 0.01% NEW $4.17 +91.1%
1415 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 194,200.0 $15.5M 0.01% NEW $79.67 +11.0%
1416 PRAA PRA GROUP INC Financial Services 873,232.0 $15.4M 0.01% NEW $17.69 -17.8%
1417 BXMT BLACKSTONE MTG TR INC Real Estate 806,839.0 $15.4M 0.01% NEW $19.13 -6.0%
1418 MFC CALL MANULIFE FINL CORP Financial Services 425,000.0 $15.4M 0.01% NEW $36.32 +7.5%
1419 KROS KEROS THERAPEUTICS INC Healthcare 755,473.0 $15.4M 0.01% NEW $20.36 -44.9%
1420 ASH ASHLAND INC Basic Materials 261,828.0 $15.4M 0.01% NEW $58.67 -4.1%
Page 71 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%