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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 8 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VHCP VINE HILL CAP INVTS CORP II Financial Services 588,000.0 $5.8M 0.00% NEW — $9.90 +1.8%
142 ITHA ITHAX ACQUISITION CORP III Financial Services 573,644.0 $5.7M 0.00% NEW — $9.90 +2.2%
143 HIG HARTFORD INSURANCE GROUP INC Financial Services 41,943.0 $5.7M 0.00% NEW — $135.23 -6.9%
144 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 80,459.0 $5.5M 0.00% NEW — $68.57 -12.7%
145 ALUB ALUSSA ENERGY ACQUISIT CORP Financial Services 550,573.0 $5.5M 0.00% NEW — $9.98 +1.5%
146 INFQ INFLEQTION INC Technology 558,791.0 $5.5M 0.00% NEW — $9.81 +41.1%
147 BJ CALL BJS WHSL CLUB HLDGS INC Consumer Defensive 55,000.0 $5.4M 0.00% NEW — $98.42 -3.0%
148 — GIGCAPITAL9 CORP — 550,000.0 $5.4M 0.00% NEW — $9.84 —
149 ECH ISHARES INC — 134,912.0 $5.4M 0.00% NEW — $39.66 -4.3%
150 NRIX NURIX THERAPEUTICS INC Healthcare 344,203.0 $5.3M 0.00% NEW — $15.50 +52.7%
151 — OUTFRONT MEDIA INC — 200,402.0 $5.3M 0.00% NEW — $26.50 —
152 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 526,364.0 $5.3M 0.00% NEW — $10.02 -2.3%
153 SVAQ SILICON VY ACQUISITION CORP Financial Services 522,365.0 $5.2M 0.00% NEW — $9.89 +2.3%
154 DFTX DEFINIUM THERAPEUTICS INC Healthcare 271,717.0 $5.1M 0.00% NEW — $18.90 +102.2%
155 BP BP PLC Energy 109,152.0 $5.1M 0.00% NEW — $47.00 -7.4%
156 — SPACSPHERE ACQUISITION CORP — 517,000.0 $5.1M 0.00% NEW — $9.90 —
157 BEKE CALL KE HLDGS INC Real Estate 337,500.0 $5.1M 0.00% NEW — $14.97 +10.9%
158 HUBG HUB GROUP INC Industrials 140,126.0 $5.1M 0.00% NEW — $36.04 -16.1%
159 EWC ISHARES INC — 92,143.0 $5.0M 0.00% NEW — $54.79 +7.6%
160 BHP CALL BHP BILLITON LIMITED Basic Materials 69,000.0 $5.0M 0.00% NEW — $72.74 +16.6%
Page 8 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%