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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 36 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 NU NU HLDGS LTD Financial Services 583,533.0 $7.8M 0.00% -2.8M -82.9% $13.36 +6.4%
702 CMCSA COMCAST CORP NEW Communication Services 317,550.0 $7.8M 0.00% -14K -4.2% $24.55 +7.6%
703 LIBERTY MEDIA CORP DEL 88,701.0 $7.8M 0.00% -2K -2.5% $87.54
704 SLDP SOLID POWER INC Industrials 2,992,009.0 $7.7M 0.00% -2.6M -46.7% $2.59 -11.6%
705 BYD BOYD GAMING CORP Consumer Cyclical 87,434.0 $7.7M 0.00% -44K -33.6% $88.33 -8.4%
706 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 71,241.0 $7.7M 0.00% -54K -43.2% $108.35 -4.8%
707 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 16,100.0 $7.7M 0.00% -1.1M -98.6% $477.57 -12.9%
708 ARGX ARGENX SE Healthcare 8,263.0 $7.7M 0.00% -44K -84.2% $927.77 +11.9%
709 PARR PAR PAC HOLDINGS INC Energy 136,320.0 $7.6M 0.00% -3K -2.1% $56.08 +29.2%
710 TKR TIMKEN CO Industrials 52,402.0 $7.6M 0.00% -92K -63.6% $145.32 -14.3%
711 APPN APPIAN CORP Technology 332,093.0 $7.6M 0.00% -116K -25.8% $22.90 +62.8%
712 RYZ RYERSON HLDG CORP Consumer Defensive 308,533.0 $7.6M 0.00% -19K -5.7% $24.61 -1.8%
713 ECL ECOLAB INC Basic Materials 27,229.0 $7.6M 0.00% -180K -86.9% $278.61 +1.0%
714 EBS EMERGENT BIOSOLUTIONS INC Healthcare 900,108.0 $7.5M 0.00% -104K -10.3% $8.38 -42.5%
715 WDFC WD 40 CO Basic Materials 30,702.0 $7.5M 0.00% -33K -51.7% $243.64 -13.0%
716 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 441,250.0 $7.5M 0.00% -89K -16.8% $16.95 -15.3%
717 AFG AMERICAN FINANCIAL GROUP INC Financial Services 53,319.0 $7.5M 0.00% -130K -70.9% $139.94 +2.7%
718 CRWV COREWEAVE INC Technology 74,794.0 $7.4M 0.00% -494K -86.9% $99.54 -9.8%
719 CHH CHOICE HOTELS INTL INC Consumer Cyclical 67,434.0 $7.4M 0.00% -98K -59.3% $110.27 -0.9%
720 CNO CNO FINL GROUP INC Financial Services 145,346.0 $7.4M 0.00% -87K -37.5% $50.98 +4.2%
Page 36 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%