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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 63 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BDN BRANDYWINE RLTY TR Real Estate 409,574.0 $1.3M 0.00% -294K -41.8% $3.17 -3.9%
1242 HLX HELIX ENERGY SOLUTIONS GRP I Energy 147,620.0 $1.3M 0.00% -324K -68.7% $8.74 +19.2%
1243 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 182,500.0 $1.3M 0.00% -85K -31.9% $7.05 -4.5%
1244 BCAL CALIFORNIA BANCORP Financial Services 60,541.0 $1.3M 0.00% -4K -6.4% $20.84 +1.4%
1245 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 14,003.0 $1.3M 0.00% -343K -96.1% $90.01 +18.3%
1246 ENERFLEX LTD 50,700.0 $1.2M 0.00% -357K -87.5% $24.53
1247 SLAB SILICON LABORATORIES INC Technology 5,676.0 $1.2M 0.00% -2K -26.5% $218.56 +0.2%
1248 NOVT NOVANTA INC Technology 7,634.0 $1.2M 0.00% -7K -49.4% $162.24 -8.0%
1249 PAY PAYMENTUS HOLDINGS INC Technology 51,246.0 $1.2M 0.00% -42K -44.9% $24.16 +61.3%
1250 DG CALL DOLLAR GEN CORP Consumer Defensive 10,700.0 $1.2M 0.00% -8K -42.8% $115.11 +7.0%
1251 BRBR PUT BELLRING BRANDS INC Consumer Defensive 94,900.0 $1.2M 0.00% -124K -56.8% $12.94 -15.8%
1252 OCUL OCULAR THERAPEUTIX INC Healthcare 124,457.0 $1.2M 0.00% -94K -43.0% $9.82 +15.9%
1253 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 2,700.0 $1.2M 0.00% -9K -76.5% $450.98 +18.0%
1254 HSY CALL HERSHEY CO Consumer Defensive 6,900.0 $1.2M 0.00% -7K -51.1% $175.45 +6.7%
1255 RMD RESMED INC Healthcare 6,121.0 $1.2M 0.00% -5K -47.1% $194.88 +17.3%
1256 VRNS VARONIS SYS INC Technology 28,400.0 $1.2M 0.00% -163K -85.2% $41.96 +1.2%
1257 ARKW ARK ETF TR 8,188.0 $1.2M 0.00% -19K -69.9% $144.87 +4.3%
1258 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 68,649.0 $1.2M 0.00% -117K -63.0% $17.17 +9.0%
1259 WMT PUT WALMART INC Consumer Defensive 10,400.0 $1.2M 0.00% -18K -63.6% $113.26 +2.2%
1260 BTU CALL PEABODY ENGR CORP Energy 50,400.0 $1.2M 0.00% -168K -76.9% $23.12 +14.7%
Page 63 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%