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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 170 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 AX AXOS FINANCIAL INC Financial Services 12,824.0 $1.1M 0.00% -9K -40.8% $85.09 +1.0%
3382 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 66,327.0 $1.1M 0.00% -19K -22.4% $16.45 +14.8%
3383 RSKD RISKIFIED LTD Technology 278,299.0 $1.1M 0.00% +174K +166.1% $3.92 +24.7%
3384 PII PUT POLARIS INC Consumer Cyclical 20,000.0 $1.1M 0.00% -21K -50.7% $54.50 +15.7%
3385 IP INTERNATIONAL PAPER CO Consumer Cyclical 30,458.0 $1.1M 0.00% -56K -64.6% $35.70 -11.8%
3386 AIR PUT AAR CORP Industrials 9,900.0 $1.1M 0.00% NEW $109.46 -0.8%
3387 GRPN PUT GROUPON INC Communication Services 90,900.0 $1.1M 0.00% +32K +55.6% $11.90 +53.1%
3388 KELYA KELLY SVCS INC Industrials 121,597.0 $1.1M 0.00% -254K -67.6% $8.85 +20.6%
3389 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,804.0 $1.1M 0.00% NEW $282.37 +19.5%
3390 SENEA SENECA FOODS CORP NEW Consumer Defensive 7,092.0 $1.1M 0.00% $151.12 -7.2%
3391 RC READY CAPITAL CORP Real Estate 659,187.0 $1.1M 0.00% -1.4M -67.8% $1.62 +12.3%
3392 SCSC SCANSOURCE INC Technology 29,403.0 $1.1M 0.00% -52K -63.7% $36.30 +18.7%
3393 LEA CALL LEAR CORP Consumer Cyclical 8,800.0 $1.1M 0.00% NEW $121.08 +14.3%
3394 SAFT SAFETY INS GROUP INC Financial Services 14,631.0 $1.1M 0.00% -7K -32.8% $72.64 +0.3%
3395 SCHW CALL SCHWAB CHARLES CORP Financial Services 11,300.0 $1.1M 0.00% -122K -91.5% $93.98 -4.1%
3396 WMS ADVANCED DRAIN SYS INC DEL Industrials 7,740.0 $1.1M 0.00% +6K +407.2% $137.13 -0.2%
3397 FLEX CALL FLEXTRONICS INTL LTD Technology 16,200.0 $1.1M 0.00% -90K -84.8% $65.46 +100.2%
3398 ACHR CALL ARCHER AVIATION INC Industrials 205,000.0 $1.1M 0.00% -1.2M -85.7% $5.17 +18.4%
3399 WOLFSPEED INC 731,000.0 $1.1M 0.00% $1.44
3400 RICE ACQUISITION CORP 3 102,413.0 $1.1M 0.00% $10.31
Page 170 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%