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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 157 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 BLD PUT TOPBUILD COR Industrials 4,400.0 $1.5M 0.00% NEW $351.30 +17.0%
3122 WSTN WESTIN ACQUISITION CORP Financial Services 154,700.0 $1.5M 0.00% NEW $9.99 +0.6%
3123 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 701,433.0 $1.5M 0.00% +416K +145.9% $2.20 +68.6%
3124 ESTC PUT ELASTIC N V Technology 30,800.0 $1.5M 0.00% -14K -31.2% $49.99 +7.7%
3125 TRUP TRUPANION INC Financial Services 60,053.0 $1.5M 0.00% -187K -75.7% $25.61 -14.6%
3126 TLRY TILRAY BRANDS INC Healthcare 237,771.0 $1.5M 0.00% +99K +71.7% $6.46 -16.3%
3127 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 9,300.0 $1.5M 0.00% $165.14 +8.0%
3128 DCOM DIME CMNTY BANCSHARES INC Financial Services 45,410.0 $1.5M 0.00% +30K +187.1% $33.82 +9.0%
3129 ASB ASSOCIATED BANC-CORP Financial Services 59,265.0 $1.5M 0.00% NEW $25.86 +8.5%
3130 NEXT PUT NEXTDECADE CORP Energy 200,000.0 $1.5M 0.00% NEW $7.66 +10.3%
3131 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 57,852.0 $1.5M 0.00% -219K -79.1% $26.43 +5.6%
3132 SYF SYNCHRONY FINANCIAL Financial Services 22,462.0 $1.5M 0.00% -7K -24.7% $68.02 +5.9%
3133 VTEB VANGUARD MUN BD FDS 30,492.0 $1.5M 0.00% NEW $49.89 -0.1%
3134 PUT TECHNIPFMC PLC 21,900.0 $1.5M 0.00% NEW $69.13
3135 AES CALL AES CORP Utilities 107,100.0 $1.5M 0.00% -2K -1.7% $14.09 +4.3%
3136 NJR NEW JERSEY RES CORP Utilities 27,466.0 $1.5M 0.00% +14K +99.0% $54.92 +4.1%
3137 TE T1 ENERGY INC Industrials 343,403.0 $1.5M 0.00% -140K -28.9% $4.39 +98.2%
3138 NMR NOMURA HLDGS INC Financial Services 190,679.0 $1.5M 0.00% -296K -60.8% $7.89 +4.2%
3139 IHS IHS HOLDING LIMITED Communication Services 182,674.0 $1.5M 0.00% -247K -57.5% $8.23 +1.0%
3140 GTM ZOOMINFO TECHNOLOGIES INC Technology 250,215.0 $1.5M 0.00% NEW $5.98 -40.3%
Page 157 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%