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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 206 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 EZM WISDOMTREE TR 4,191.0 $282K $67.22 +5.0%
4102 ENTG PUT ENTEGRIS INC Technology 2,400.0 $281K $117.24 +6.0%
4103 PKW INVESCO EXCHANGE TRADED FD T 2,140.0 $281K $131.25 +1.8%
4104 SMTI SANARA MEDTECH INC Healthcare 16,323.0 $280K +2K +14.1% $17.18 +30.0%
4105 OAKTREE SPECIALTY LENDING 24,714.0 $279K NEW $11.30
4106 USRT ISHARES TR 4,681.0 $277K -11K -69.8% $59.19 +8.7%
4107 PIPR PUT PIPER SANDLER COMPANIES Financial Services 3,600.0 $276K NEW $76.55 +1.4%
4108 AFCG ADVANCED FLOWER CAP INC Real Estate 97,624.0 $275K -10K -8.9% $2.82 +17.9%
4109 VFC CALL V F CORP Consumer Cyclical 16,200.0 $275K -200.0 -1.2% $16.99 -1.5%
4110 ENGENE HOLDINGS INC 104,622.0 $275K $2.63
4111 RDVY FIRST TR EXCHANGE TRADED FD 3,960.0 $270K NEW $68.28 +7.3%
4112 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 6,685.0 $269K -11K -62.1% $40.26 -19.5%
4113 SLYG SPDR SERIES TRUST 2,744.0 $265K $96.62 +8.7%
4114 EFAV ISHARES TR 2,900.0 $265K NEW $91.37 +0.3%
4115 AXS AXIS CAP HLDGS LTD Financial Services 2,609.0 $265K -20K -88.4% $101.41 -1.3%
4116 STARRY SEA ACQUISITION CORP 25,800.0 $262K $10.15
4117 GIS CALL GENERAL MILLS INC Consumer Defensive 7,000.0 $261K -8K -53.3% $37.22 -9.3%
4118 SPB PUT SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,500.0 $258K -4K -50.0% $73.70 -1.0%
4119 KRYS KRYSTAL BIOTECH INC Healthcare 996.0 $257K -1K -52.8% $258.32 +13.5%
4120 MICC CALL MAGNUM ICE CREAM CO NV Consumer Defensive 17,140.0 $256K NEW $14.95 +3.6%
Page 206 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%