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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 202 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 BWB BRIDGEWATER BANCSHARES INC Financial Services 19,561.0 $346K -906.0 -4.4% $17.70 +3.6%
4022 GNTX GENTEX CORP Consumer Cyclical 15,843.0 $346K NEW $21.85 +3.8%
4023 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 21,342.0 $346K NEW $16.20 -12.2%
4024 WSC CALL WILLSCOT HLDGS CORP Industrials 19,800.0 $344K $17.36 +38.2%
4025 PUT INHIBRX BIOSCIENCES INC 5,100.0 $343K $67.23
4026 CNOB CONNECTONE BANCORP INC Financial Services 12,803.0 $343K -21K -61.8% $26.77 +9.3%
4027 SCHK SCHWAB STRATEGIC TR 10,873.0 $341K NEW $31.33 +12.4%
4028 CCAP CRESCENT CAP BDC INC Financial Services 28,034.0 $341K -4K -11.2% $12.15 -7.7%
4029 CVCO CAVCO INDS INC DEL Consumer Cyclical 699.0 $339K $484.29 -5.4%
4030 VIGI VANGUARD WHITEHALL FDS 3,825.0 $338K NEW $88.46 +5.2%
4031 GENI PUT GENIUS SPORTS LIMITED Communication Services 76,100.0 $337K NEW $4.43 +16.9%
4032 AMCOR PLC 8,472.0 $337K NEW $39.75
4033 COPP SPROTT FDS TR 9,399.0 $336K NEW $35.72 +6.0%
4034 LIFE ETHOS TECHNOLOGIES INC Financial Services 30,000.0 $335K NEW $11.17 +85.5%
4035 ESML ISHARES TR 7,135.0 $335K $46.96 +7.5%
4036 PTLC PACER FDS TR 6,384.0 $335K NEW $52.45 +8.8%
4037 API AGORA INC Technology 94,386.0 $334K $3.54 +8.5%
4038 KXI ISHARES TR 4,934.0 $331K +866.0 +21.3% $67.01 +4.3%
4039 NECB NORTHEAST CMNTY BANCORP INC Financial Services 13,872.0 $330K -5K -27.6% $23.80 -2.6%
4040 FWRD PUT FORWARD AIR CORP Industrials 19,700.0 $329K NEW $16.71 -49.1%
Page 202 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%