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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 10 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WCN WASTE CONNECTIONS INC Industrials 530,332.0 $88.4M 0.04% -238K -31.0% $166.64 -1.0%
182 ANNALY CAPITAL MANAGEMENT IN 3,941,485.0 $88.1M 0.04% -2.0M -33.2% $22.36
183 GUARDANT HEALTH INC 70,504,000.0 $87.8M 0.04% -10.5M -13.0% $1.25
184 ASTS AST SPACEMOBILE INC Technology 978,899.0 $87.0M 0.04% -2.5M -71.5% $88.86 -19.9%
185 ORCL CALL ORACLE CORP Technology 587,500.0 $86.1M 0.04% -666K -53.1% $146.55 +0.1%
186 NOW PUT SERVICENOW INC Technology 867,000.0 $86.1M 0.04% -68K -7.2% $99.28 +18.6%
187 MO CALL ALTRIA GROUP INC Consumer Defensive 1,187,500.0 $85.4M 0.04% -281K -19.1% $71.95 -11.1%
188 SYK STRYKER CORPORATION Healthcare 270,554.0 $85.2M 0.04% -330K -55.0% $314.84 +5.3%
189 AMP AMERIPRISE FINL INC Financial Services 183,904.0 $84.4M 0.04% -95K -34.0% $458.76 +22.4%
190 EXLS EXLSERVICE HLDGS INC Technology 3,255,149.0 $84.2M 0.04% -187K -5.4% $25.86 +33.6%
191 PANW CALL PALO ALTO NETWORKS INC Technology 246,600.0 $84.1M 0.04% -9K -3.4% $341.02 +10.2%
192 NOW SERVICENOW INC Technology 842,016.0 $83.6M 0.04% -2.6M -75.8% $99.28 +18.6%
193 DOCU DOCUSIGN INC Technology 1,874,363.0 $83.3M 0.04% -627K -25.1% $44.42 +34.7%
194 WULF TERAWULF INC Financial Services 3,367,041.0 $83.2M 0.04% -847K -20.1% $24.70 -28.7%
195 KO COCA COLA CO Consumer Defensive 1,013,048.0 $82.3M 0.04% -446K -30.6% $81.27 +7.0%
196 MOOG INC 193,548.0 $82.0M 0.04% -81K -29.4% $423.84
197 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 979,402.0 $81.8M 0.04% -438K -30.9% $83.48 +9.6%
198 DECK DECKERS OUTDOOR CORP Consumer Cyclical 820,888.0 $81.5M 0.04% -446K -35.2% $99.29 -9.2%
199 ZS CALL ZSCALER INC Technology 577,100.0 $81.5M 0.04% -52K -8.3% $141.15 +30.7%
200 HUM HUMANA INC Healthcare 204,543.0 $81.2M 0.04% -351K -63.2% $397.22 -3.3%
Page 10 of 80  ·  1,597 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%