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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 83 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 662,842.0 $11.3M 0.01% NEW $17.11 -4.6%
1642 RITHM ACQUISITION CORP 1,090,000.0 $11.3M 0.01% NEW $10.39
1643 AMG AFFILIATED MANAGERS GROUP IN Financial Services 39,261.0 $11.3M 0.01% NEW $288.28 +5.0%
1644 SHEL CALL SHELL PLC Energy 153,900.0 $11.3M 0.01% NEW $73.48 +18.0%
1645 AMCX AMC NETWORKS INC Communication Services 1,187,165.0 $11.3M 0.01% NEW $9.52 -5.5%
1646 BCO BRINKS CO Industrials 96,785.0 $11.3M 0.01% NEW $116.73 -10.2%
1647 APLS APELLIS PHARMACEUTICALS INC Healthcare 449,676.0 $11.3M 0.01% NEW $25.12 +63.3%
1648 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 746,367.0 $11.2M 0.01% NEW $15.06 -33.3%
1649 SHOO MADDEN STEVEN LTD Consumer Cyclical 269,925.0 $11.2M 0.01% NEW $41.64 -2.8%
1650 KRC KILROY RLTY CORP Real Estate 300,627.0 $11.2M 0.01% NEW $37.37 -8.6%
1651 ROK ROCKWELL AUTOMATION INC Industrials 28,853.0 $11.2M 0.01% NEW $389.07 +12.1%
1652 XRT SPDR SERIES TRUST 131,485.0 $11.2M 0.01% NEW $85.29 -4.1%
1653 KVYO KLAVIYO INC Technology 345,042.0 $11.2M 0.01% NEW $32.47 -54.1%
1654 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 412,534.0 $11.2M 0.01% NEW $27.15 -27.8%
1655 HCSG HEALTHCARE SVCS GROUP INC Healthcare 585,524.0 $11.2M 0.01% NEW $19.12 +5.7%
1656 KRNT KORNIT DIGITAL LTD Industrials 777,767.0 $11.2M 0.01% NEW $14.38 -0.0%
1657 MMS MAXIMUS INC Industrials 129,373.0 $11.2M 0.01% NEW $86.32 -28.9%
1658 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 48,009.0 $11.2M 0.01% NEW $232.53 -20.3%
1659 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 37,400.0 $11.1M 0.01% NEW $296.21 -14.6%
1660 MTH MERITAGE HOMES CORP Consumer Cyclical 168,260.0 $11.1M 0.01% NEW $65.80 -2.9%
Page 83 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%