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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $166.3B AUM 5,804 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 711 New 1370 Added 1926 Reduced 799 Exited
Page 132 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 ABR CALL ARBOR REALTY TRUST INC Real Estate 375,100.0 $2.9M 0.00% +125K +50.0% $7.71 -27.1%
2622 NLR VANECK ETF TRUST 21,668.0 $2.9M 0.00% -56K -71.9% $133.19 +1.5%
2623 NFBK NORTHFIELD BANCORP INC DEL Financial Services 212,842.0 $2.9M 0.00% +24K +12.5% $13.54 +4.8%
2624 EZA ISHARES INC 42,457.0 $2.9M 0.00% +26K +158.4% $67.80 +2.7%
2625 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 302,101.0 $2.9M 0.00% -945K -75.8% $9.52 -11.0%
2626 JBLU PUT JETBLUE AIRWAYS CORP Industrials 650,000.0 $2.9M 0.00% -166K -20.4% $4.42 +19.5%
2627 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 206,841.0 $2.9M 0.00% +56K +36.9% $13.86 +0.0%
2628 PBW INVESCO EXCHANGE TRADED FD T 90,605.0 $2.9M 0.00% -214K -70.3% $31.58 +41.8%
2629 NBHC NATIONAL BK HLDGS CORP Financial Services 73,047.0 $2.9M 0.00% -76K -51.0% $39.16 +8.2%
2630 AVNW AVIAT NETWORKS INC Technology 126,464.0 $2.9M 0.00% -3K -2.1% $22.61 -21.1%
2631 VAC CALL MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 43,900.0 $2.9M 0.00% +33K +314.1% $65.12 +20.0%
2632 ASPN ASPEN AEROGELS INC Industrials 833,572.0 $2.9M 0.00% +810K +3490.3% $3.42 +69.0%
2633 TPR CALL TAPESTRY INC Consumer Cyclical 20,200.0 $2.9M 0.00% -20K -50.1% $141.11 -0.3%
2634 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 75,683.0 $2.9M 0.00% -11K -12.5% $37.66 -0.1%
2635 BMBL BUMBLE INC Technology 873,633.0 $2.8M 0.00% -2.1M -71.1% $3.26 -3.5%
2636 BIIB CALL BIOGEN INC Healthcare 15,500.0 $2.8M 0.00% +2K +17.4% $183.33 +6.3%
2637 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 101,427.0 $2.8M 0.00% -13K -11.3% $28.01 +8.5%
2638 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 32,652.0 $2.8M 0.00% +1K +4.1% $86.97 +3.5%
2639 VOYA VOYA FINANCIAL INC Financial Services 41,510.0 $2.8M 0.00% -39K -48.5% $68.32 +19.3%
2640 BVS BIOVENTUS INC Healthcare 310,610.0 $2.8M 0.00% -48K -13.3% $9.13 +4.3%
Page 132 of 224  ·  4,470 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 26.3%
Consumer Cyclical 12.8%
Healthcare 12.4%
Financial Services 12.1%
Industrials 11.1%
Communication Services 7.1%
Basic Materials 4.9%
Energy 4.9%
Consumer Defensive 4.8%
Real Estate 2.1%