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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 196 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 KHC PUT KRAFT HEINZ CO Consumer Defensive 20,000.0 $450K -164K -89.2% $22.49 +4.6%
3902 UI UBIQUITI INC Technology 568.0 $449K -240.0 -29.7% $790.29 -24.2%
3903 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 4,900.0 $448K $91.37 -18.2%
3904 STAG STAG INDUSTRIAL INC Real Estate 12,409.0 $447K +4K +49.0% $36.06 +6.2%
3905 APC ARKO PETE CORP Energy 25,000.0 $447K NEW $17.89 +18.8%
3906 ENVX PUT ENOVIX CORPORATION Industrials 86,300.0 $447K NEW $5.18 +22.8%
3907 MX MAGNACHIP SEMICONDUCTOR CORP Technology 159,606.0 $447K +22K +15.7% $2.80 +83.0%
3908 BCH BANCO DE CHILE Financial Services 12,041.0 $446K NEW $37.04 +2.5%
3909 WBTN WEBTOON ENTMT INC Technology 48,416.0 $445K -2K -4.2% $9.19 +26.7%
3910 LSPD LIGHTSPEED COMMERCE INC Technology 49,616.0 $444K -247K -83.2% $8.95 +0.1%
3911 PII POLARIS INC Consumer Cyclical 8,125.0 $443K +4K +111.6% $54.50 +15.7%
3912 MITT TPG MTG INVTS TR INC Real Estate 60,226.0 $440K NEW $7.31 +2.7%
3913 FVRR FIVERR INTL LTD Communication Services 43,928.0 $440K -22K -33.7% $10.02 +6.4%
3914 MORN CALL MORNINGSTAR INC Financial Services 2,600.0 $440K NEW $169.05 +2.1%
3915 LGND PUT LIGAND PHARMACEUTICALS INC Healthcare 2,200.0 $439K NEW $199.65 +9.1%
3916 NVST ENVISTA HOLDINGS CORPORATION Healthcare 17,292.0 $439K -35K -67.0% $25.37 -6.3%
3917 CGGO CAPITAL GROUP GBL GROWTH EQT 13,145.0 $439K +3K +27.0% $33.37 +17.3%
3918 NOG PUT NORTHERN OIL & GAS INC Energy 15,000.0 $438K -10K -39.5% $29.23 -17.7%
3919 UPLD UPLAND SOFTWARE INC Technology 658,110.0 $438K -190K -22.4% $0.67 +9.0%
3920 CSV CARRIAGE SVCS INC Consumer Cyclical 9,567.0 $437K NEW $45.66 -2.4%
Page 196 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%