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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 193 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 GLOB CALL GLOBANT S A Technology 11,200.0 $516K -11K -48.6% $46.11 -12.7%
3842 NBR PUT NABORS INDUSTRIES LTD Energy 6,000.0 $516K $86.06 +25.8%
3843 AEIS ADVANCED ENERGY INDS Industrials 1,600.0 $516K $322.71 -3.0%
3844 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 15,200.0 $515K -81K -84.1% $33.85 +45.4%
3845 ABVX PUT ABIVAX SA Healthcare 4,600.0 $512K NEW $111.35 +7.7%
3846 YEXT YEXT INC Technology 133,379.0 $512K -91K -40.5% $3.84 -6.3%
3847 DEI DOUGLAS EMMETT INC Real Estate 54,357.0 $512K +38K +234.9% $9.42 +20.7%
3848 DFH DREAM FINDERS HOMES INC Consumer Cyclical 36,756.0 $512K -12K -25.0% $13.92 -9.7%
3849 PTLO PUT PORTILLOS INC Consumer Cyclical 96,700.0 $512K $5.29 -24.8%
3850 BTU PUT PEABODY ENGR CORP Energy 15,500.0 $511K -227K -93.6% $32.95 -29.1%
3851 CABA CABALETTA BIO INC Healthcare 189,412.0 $510K NEW $2.69 +27.9%
3852 COLOMBIER ACQUISITION CORP I 50,000.0 $509K NEW $10.18
3853 CIGI COLLIERS INTL GROUP INC Real Estate 4,761.0 $509K -31K -86.5% $106.89 -12.8%
3854 PCG PG&E CORP Utilities 28,939.0 $508K -5K -13.5% $17.57 -6.6%
3855 CACC CREDIT ACCEP CORP MICH Financial Services 1,200.0 $508K -669.0 -35.8% $423.46 +31.8%
3856 TGTX CALL TG THERAPEUTICS INC Healthcare 15,200.0 $505K -53K -77.7% $33.22 +18.7%
3857 LOAR LOAR HOLDINGS INC Industrials 8,809.0 $505K $57.29 +3.3%
3858 AFL CALL AFLAC INC Financial Services 4,600.0 $505K NEW $109.71 +6.8%
3859 ZVIA ZEVIA PBC Consumer Defensive 430,635.0 $504K +87K +25.2% $1.17 +29.9%
3860 AIR AAR CORP Industrials 4,600.0 $504K +700.0 +17.9% $109.46 -1.8%
Page 193 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%