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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 14 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FMC FMC CORP Basic Materials 4,909,310.0 $56.5M 0.03% -1.1M -18.4% $11.50 -12.2%
262 PYPL PUT PAYPAL HLDGS INC Financial Services 1,293,000.0 $55.8M 0.03% -775K -37.5% $43.18 +41.8%
263 DOW PUT DOW HLDGS INC Basic Materials 2,024,500.0 $55.4M 0.03% -795K -28.2% $27.36 +14.2%
264 LBRT LIBERTY ENERGY INC Energy 2,108,368.0 $55.2M 0.03% -149K -6.6% $26.19 -16.5%
265 QS QUANTUMSCAPE CORP Consumer Cyclical 7,265,875.0 $54.9M 0.03% -12.5M -63.2% $7.56 -22.6%
266 HL HECLA MINING COMPANY Basic Materials 3,535,923.0 $54.6M 0.03% -4.8M -57.5% $15.43 +18.5%
267 KMB KIMBERLY-CLARK CORP Consumer Defensive 496,888.0 $54.5M 0.03% -1.2M -70.2% $109.77 -0.4%
268 WMB WILLIAMS COS INC Energy 731,245.0 $54.4M 0.03% -1.2M -62.5% $74.34 +1.6%
269 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 140,324.0 $54.3M 0.03% -266K -65.4% $386.73 +2.5%
270 ARGX CALL ARGENX SE Healthcare 58,300.0 $54.1M 0.03% -18K -23.4% $927.77 +6.5%
271 AMKR AMKOR TECHNOLOGY INC Technology 624,860.0 $53.9M 0.03% -864K -58.0% $86.23 -34.2%
272 BCE PUT BCE INC Communication Services 2,494,000.0 $53.7M 0.03% -150K -5.7% $21.52 +9.8%
273 NVAX NOVAVAX INC Healthcare 5,650,905.0 $53.2M 0.03% -2.1M -26.7% $9.42 -14.8%
274 TXT TEXTRON INC Industrials 578,134.0 $53.0M 0.03% -311K -35.0% $91.73 -4.5%
275 WULF CALL TERAWULF INC Financial Services 2,110,000.0 $52.1M 0.03% -1.4M -40.1% $24.70 -30.7%
276 XBI SPDR SERIES TRUST 328,794.0 $52.0M 0.03% -1.0M -76.0% $158.25 +0.8%
277 NG NOVAGOLD RESOURCES INC Basic Materials 8,684,037.0 $51.8M 0.03% -851K -8.9% $5.97 +28.2%
278 RCI CALL ROGERS COMMUNICATIONS INC Communication Services 1,595,000.0 $51.8M 0.03% -250K -13.6% $32.50 +12.0%
279 ITW ILLINOIS TOOL WKS INC Industrials 191,135.0 $51.7M 0.03% -819K -81.1% $270.47 +6.4%
280 VALE CALL VALE S A Basic Materials 3,418,400.0 $51.4M 0.02% -590K -14.7% $15.04 -8.1%
Page 14 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%