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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 154 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 BW LPG LTD 94,882.0 $1.6M 0.00% +5K +6.1% $17.37
3062 DHI PUT D R HORTON INC Consumer Cyclical 12,000.0 $1.6M 0.00% -13K -52.2% $137.22 +5.0%
3063 INFLEQTION INC 371,250.0 $1.6M 0.00% NEW $4.42
3064 CELH CELSIUS HLDGS INC Consumer Defensive 46,217.0 $1.6M 0.00% NEW $35.48 -16.3%
3065 FMNB FARMERS NATIONAL BANC CORP Financial Services 124,487.0 $1.6M 0.00% +92K +278.7% $13.16 +8.2%
3066 IMMR IMMERSION CORP Technology 300,034.0 $1.6M 0.00% -105K -25.9% $5.46 +11.4%
3067 SMBC SOUTHERN MO BANCORP INC Financial Services 25,618.0 $1.6M 0.00% -7K -22.5% $63.94 +7.2%
3068 MED MEDIFAST INC Consumer Cyclical 160,564.0 $1.6M 0.00% -59K -26.7% $10.19 +23.9%
3069 PLUG CALL PLUG PWR INC Industrials 723,600.0 $1.6M 0.00% -155K -17.7% $2.26 +46.5%
3070 TDOC PUT TELADOC HEALTH INC Healthcare 300,000.0 $1.6M 0.00% +200K +200.3% $5.45 +18.9%
3071 MTA METALLA RTY & STREAMING LTD Basic Materials 246,547.0 $1.6M 0.00% +62K +33.7% $6.63 +2.0%
3072 GEO GEO GROUP INC Industrials 97,205.0 $1.6M 0.00% +43K +78.4% $16.81 +37.5%
3073 BITFARMS LTD 832,730.0 $1.6M 0.00% +484K +138.7% $1.96
3074 HE HAWAIIAN ELEC INDS INC MTN B Utilities 109,856.0 $1.6M 0.00% +81K +286.5% $14.84 -7.7%
3075 NATL NCR ATLEOS CORPORATION Technology 37,377.0 $1.6M 0.00% -15K -28.8% $43.58 +2.8%
3076 DMRC DIGIMARC CORP NEW Technology 331,409.0 $1.6M 0.00% +30K +9.9% $4.91 +175.2%
3077 STOK STOKE THERAPEUTICS INC Healthcare 49,972.0 $1.6M 0.00% $32.56 -6.9%
3078 PZZA PUT PAPA JOHNS INTL INC Consumer Cyclical 50,000.0 $1.6M 0.00% NEW $32.41 -0.2%
3079 NTRS NORTHERN TR CORP Financial Services 11,598.0 $1.6M 0.00% -17K -59.2% $139.57 +19.7%
3080 GPC PUT GENUINE PARTS CO Consumer Cyclical 15,300.0 $1.6M 0.00% NEW $105.75 -7.7%
Page 154 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%