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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 190 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 NPCE NEUROPACE INC Healthcare 43,625.0 $574K NEW $13.15 +19.9%
3782 INSP PUT INSPIRE MED SYS INC Healthcare 11,100.0 $573K NEW $51.58 -14.9%
3783 HRB CALL BLOCK H & R INC Consumer Cyclical 18,000.0 $571K -27K -60.4% $31.74 +19.2%
3784 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 240,497.0 $568K -45K -15.8% $2.36 +4.7%
3785 HUYA HUYA INC Communication Services 171,217.0 $565K +76K +79.1% $3.30 -18.8%
3786 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 9,000.0 $564K -9K -50.0% $62.70 +19.6%
3787 MSI PUT MOTOROLA SOLUTIONS INC Technology 1,300.0 $564K $433.97 -9.1%
3788 ORIC ORIC PHARMACEUTICALS INC Healthcare 44,390.0 $562K +28K +177.1% $12.67 -32.6%
3789 ALCO ALICO INC Consumer Defensive 13,604.0 $561K -653.0 -4.6% $41.26 -2.1%
3790 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 51,700.0 $560K -61K -54.0% $10.83 +2.7%
3791 CWAN CLEARWATER ANALYTICS HLDGS I Technology 23,643.0 $559K -71K -75.1% $23.65 +3.0%
3792 GPN PUT GLOBAL PMTS INC Industrials 8,300.0 $559K -13K -60.9% $67.30 +6.5%
3793 LIONSGATE STUDIOS CORP 58,126.0 $557K -113K -66.0% $9.59
3794 FFIV F5 INC Technology 1,926.0 $557K -20K -91.1% $289.33 +31.9%
3795 KRO KRONOS WORLDWIDE INC Basic Materials 84,656.0 $556K -44K -34.2% $6.57 +2.6%
3796 SRAD SPORTRADAR GROUP AG Technology 33,195.0 $556K +4K +14.0% $16.74 -22.2%
3797 ELF E L F BEAUTY INC Consumer Defensive 9,163.0 $555K -34K -79.0% $60.61 -15.4%
3798 WLY WILEY JOHN & SONS INC Communication Services 14,555.0 $555K -133K -90.1% $38.10 +8.7%
3799 DTCR GLOBAL X FDS 23,120.0 $554K NEW $23.96 +26.8%
3800 XPH SPDR SERIES TRUST 10,236.0 $554K NEW $54.09 +6.0%
Page 190 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%