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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 32 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NWE NORTHWESTERN ENERGY GROUP IN Utilities 145,729.0 $10.4M 0.01% -31K -17.5% $71.62 -1.5%
622 ALRM ALARM COM HLDGS INC Technology 223,355.0 $10.4M 0.01% -15K -6.3% $46.72 +22.8%
623 CMCSA CALL COMCAST CORP NEW Communication Services 425,000.0 $10.4M 0.01% -87K -16.9% $24.55 +8.3%
624 WTRG ESSENTIAL UTILS INC Utilities 272,252.0 $10.4M 0.01% -286K -51.3% $38.31 +7.2%
625 TNDM TANDEM DIABETES CARE INC Healthcare 681,808.0 $10.3M 0.01% -102K -13.0% $15.09 +55.5%
626 TD TORONTO DOMINION BK ONT Financial Services 83,700.0 $10.2M 0.01% -115K -58.0% $121.46 -2.6%
627 ROCK GIBRALTAR INDS INC Industrials 224,747.0 $10.1M 0.01% -25K -10.0% $45.10 +6.1%
628 MBX MBX BIOSCIENCES INC Healthcare 182,767.0 $10.1M 0.01% -106K -36.7% $55.20 +23.9%
629 GFF GRIFFON CORP Industrials 103,229.0 $10.1M 0.01% -152K -59.6% $97.53 +5.5%
630 WHR CALL WHIRLPOOL CORP Consumer Cyclical 255,000.0 $10.1M 0.01% -28K -9.8% $39.42 +1.7%
631 VET VERMILION ENERGY INC Energy 1,070,934.0 $10.0M 0.01% -68K -6.0% $9.35 +34.4%
632 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 1,408,044.0 $9.9M 0.01% -1.6M -53.3% $7.05 -4.5%
633 TU TELUS CORPORATION Communication Services 937,906.0 $9.9M 0.01% -917K -49.4% $10.57 -5.1%
634 ANGI ANGI INC Communication Services 1,641,443.0 $9.8M 0.01% -205K -11.1% $5.95 -19.3%
635 FLUTTER ENTMT PLC 95,300.0 $9.7M 0.01% -28K -22.8% $102.17
636 OGN ORGANON & CO Healthcare 718,753.0 $9.7M 0.01% -1.9M -72.8% $13.54 +1.4%
637 CALL CENCORA INC 34,200.0 $9.7M 0.01% -5K -12.1% $282.98
638 VREX VAREX IMAGING CORP Healthcare 925,254.0 $9.7M 0.01% -11K -1.1% $10.43 +77.0%
639 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 1,027,200.0 $9.6M 0.01% -111K -9.8% $9.39 +19.0%
640 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 155,801.0 $9.6M 0.01% -215K -58.0% $61.82 -2.4%
Page 32 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%