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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 200 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 KBWP INVESCO EXCH TRADED FD TR II 3,178.0 $378K $118.98 +2.0%
3982 PUT PAGAYA TECHNOLOGIES LTD 32,200.0 $375K -20K -38.8% $11.65
3983 NUKZ EXCHANGE TRADED CONCEPTS TRU 5,690.0 $374K $65.77 +2.1%
3984 TRMK TRUSTMARK CORP Financial Services 8,826.0 $372K NEW $42.14 +4.2%
3985 AGCO AGCO CORP Industrials 3,203.0 $371K -24K -88.2% $115.87 -3.8%
3986 HCI HCI GROUP INC Financial Services 2,400.0 $371K $154.61 +2.6%
3987 VIZSLA SILVER CORP 112,140.0 $370K NEW $3.30
3988 RBC RBC BEARINGS INC Industrials 680.0 $369K -317.0 -31.8% $543.12 +1.5%
3989 MERLIN INC 50,000.0 $368K NEW $7.35
3990 NPWR NET POWER INC Industrials 235,397.0 $367K +158K +203.0% $1.56 +16.7%
3991 PSC PRINCIPAL EXCHANGE TRADED FD 6,398.0 $367K NEW $57.32 +8.8%
3992 VOT VANGUARD INDEX FDS 1,424.0 $366K $257.35 +9.4%
3993 IAI ISHARES TR 2,229.0 $366K $164.18 +7.3%
3994 CC CALL CHEMOURS CO Basic Materials 16,600.0 $366K NEW $22.03 -1.3%
3995 PUT DAVE INC 2,100.0 $366K -13K -86.3% $174.09
3996 CRGY PUT CRESCENT ENERGY COMPANY Energy 26,980.0 $364K -290K -91.5% $13.50 -0.2%
3997 COLO GLOBAL X FDS 9,186.0 $363K NEW $39.56 -8.9%
3998 KHC CALL KRAFT HEINZ CO Consumer Defensive 16,100.0 $362K -168K -91.3% $22.49 +3.8%
3999 MPTI M-TRON INDS INC Technology 5,416.0 $362K NEW $66.85 +15.9%
4000 UWMC PUT UWM HOLDINGS CORPORATION Financial Services 100,000.0 $362K $3.62 -19.3%
Page 200 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%