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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 205 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 28,703.0 $354K NEW $12.34 -15.2%
4082 IXJ ISHARES TR 3,616.0 $352K NEW $97.40 -4.3%
4083 MX MAGNACHIP SEMICONDUCTOR CORP Technology 137,949.0 $352K NEW $2.55 +69.0%
4084 PAYC CALL PAYCOM SOFTWARE INC Technology 2,200.0 $351K NEW $159.36 -12.7%
4085 HE HAWAIIAN ELEC INDUSTRIES Utilities 28,422.0 $350K NEW $12.30 +8.8%
4086 APLS CALL APELLIS PHARMACEUTICALS INC Healthcare 13,900.0 $349K NEW $25.12 +63.3%
4087 FET FORUM ENERGY TECHNOLOGIES IN Energy 9,348.0 $345K NEW $36.95 +57.1%
4088 TMUS CALL T-MOBILE US INC Communication Services 1,700.0 $345K NEW $203.04 -6.1%
4089 FMBH FIRST MID ILL BANCSHARES INC Financial Services 8,837.0 $345K NEW $39.00 +9.2%
4090 KODK CALL EASTMAN KODAK CO Industrials 40,600.0 $343K NEW $8.46 +10.6%
4091 OSG OCTAVE SPECIALTY GROUP INC Financial Services 44,126.0 $343K NEW $7.78 -25.1%
4092 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,939.0 $343K NEW $57.69 +26.2%
4093 CVGW CALAVO GROWERS INC Consumer Defensive 15,723.0 $342K NEW $21.75 +23.3%
4094 PGR PUT PROGRESSIVE CORP Financial Services 1,500.0 $342K NEW $227.72 -10.4%
4095 SHLS PUT SHOALS TECHNOLOGIES GROUP IN Energy 40,000.0 $340K NEW $8.50 +13.6%
4096 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 1,200.0 $340K NEW $283.31 -24.1%
4097 NKTX NKARTA INC Healthcare 183,369.0 $339K NEW $1.85 +44.9%
4098 DOYU DOUYU INTL HLDGS LTD Communication Services 49,852.0 $339K NEW $6.80 -30.0%
4099 AEIS ADVANCED ENERGY INDS Industrials 1,600.0 $335K NEW $209.37 +44.6%
4100 SMHI SEACOR MARINE HLDGS INC Industrials 55,520.0 $334K NEW $6.02 +21.9%
Page 205 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%