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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 179 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 QUIK QUICKLOGIC CORP Technology 88,549.0 $831K +59K +204.6% $9.38 +118.1%
3562 PLUS EPLUS INC Technology 11,021.0 $829K NEW $75.25 +10.2%
3563 LNC CALL LINCOLN NATL CORP IND Financial Services 23,300.0 $827K $35.50 +1.4%
3564 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 9,146.0 $827K -23K -71.5% $90.42 -5.6%
3565 GSM FERROGLOBE PLC Basic Materials 200,460.0 $826K +53K +36.0% $4.12 -0.2%
3566 QLYS CALL QUALYS INC Technology 9,400.0 $826K NEW $87.85 +14.5%
3567 HXL CALL HEXCEL CORP NEW Industrials 10,200.0 $825K NEW $80.93 +4.7%
3568 TDC TERADATA CORP DEL Technology 32,132.0 $824K -190K -85.5% $25.63 +29.1%
3569 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 10,000.0 $823K +5K +92.3% $82.33 -10.3%
3570 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,800.0 $823K -10K -67.1% $171.43 -4.9%
3571 TRUBRIDGE INC 56,110.0 $821K -38K -40.1% $14.64
3572 OKTA PUT OKTA INC Technology 10,400.0 $819K -174K -94.3% $78.71 +13.6%
3573 TWLO CALL TWILIO INC Communication Services 6,500.0 $818K -69K -91.4% $125.82 +50.5%
3574 DOUG DOUGLAS ELLIMAN INC Real Estate 498,004.0 $817K -524K -51.2% $1.64 +11.6%
3575 SXI PUT STANDEX INTL CORP Industrials 3,200.0 $816K -7K -69.2% $254.86 -0.4%
3576 IESC CALL IES HOLDINGS INC Industrials 1,700.0 $810K NEW $476.47 +36.0%
3577 HHH CALL HOWARD HUGHES HOLDINGS INC Real Estate 12,800.0 $810K NEW $63.26 +2.0%
3578 TAL TAL ED GROUP Consumer Defensive 71,124.0 $809K +2K +3.0% $11.37 -7.9%
3579 ENR CALL ENERGIZER HLDGS INC Industrials 49,200.0 $808K +19K +65.1% $16.42 +5.4%
3580 INDI CALL INDIE SEMICONDUCTOR INC Technology 250,000.0 $805K -100K -28.6% $3.22 +29.8%
Page 179 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%