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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 98 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 NEE PUT NEXTERA ENERGY INC Utilities 99,200.0 $8.0M 0.00% NEW $80.28 +11.7%
1942 PODD INSULET CORP Healthcare 28,004.0 $8.0M 0.00% NEW $284.24 -44.9%
1943 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 27,669.0 $7.9M 0.00% NEW $287.25 +12.4%
1944 PRGO PERRIGO CO PLC Healthcare 570,110.0 $7.9M 0.00% NEW $13.92 -19.8%
1945 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 344,763.0 $7.9M 0.00% NEW $23.00 +1.6%
1946 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 704,187.0 $7.9M 0.00% NEW $11.26 +16.6%
1947 CARR CALL CARRIER GLOBAL CORPORATION Industrials 150,000.0 $7.9M 0.00% NEW $52.84 +17.7%
1948 CARR PUT CARRIER GLOBAL CORPORATION Industrials 150,000.0 $7.9M 0.00% NEW $52.84 +17.7%
1949 MKL MARKEL GROUP INC Financial Services 3,683.0 $7.9M 0.00% NEW $2149.65 -13.8%
1950 IE IVANHOE ELECTRIC INC Technology 494,005.0 $7.9M 0.00% NEW $15.98 -23.3%
1951 WPM WHEATON PRECIOUS METALS CORP Basic Materials 67,013.0 $7.9M 0.00% NEW $117.53 +8.2%
1952 UHS UNIVERSAL HLTH SVCS INC Healthcare 36,106.0 $7.9M 0.00% NEW $218.02 -24.6%
1953 CART CALL MAPLEBEAR INC Consumer Cyclical 175,000.0 $7.9M 0.00% NEW $44.98 -10.9%
1954 FRO FRONTLINE PLC Energy 360,668.0 $7.9M 0.00% NEW $21.82 +76.2%
1955 NXT CALL NEXTPOWER INC Technology 90,300.0 $7.9M 0.00% NEW $87.11 +38.9%
1956 NOK NOKIA CORP Technology 1,213,294.0 $7.9M 0.00% NEW $6.47 +119.2%
1957 NUVB NUVATION BIO INC Healthcare 875,802.0 $7.8M 0.00% NEW $8.96 -46.5%
1958 VSAT VIASAT INC Technology 227,607.0 $7.8M 0.00% NEW $34.46 +118.4%
1959 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 175,141.0 $7.8M 0.00% NEW $44.75 +9.4%
1960 IDCC CALL INTERDIGITAL INC Technology 24,500.0 $7.8M 0.00% NEW $318.38 -16.1%
Page 98 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%