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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 207 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4121 IPCX INFLECTION PT ACQUISITION CO Financial Services 25,000.0 $255K $10.21 +1.0%
4122 VNO VORNADO RLTY TR Real Estate 9,785.0 $254K NEW $25.99 +21.8%
4123 PCOR PROCORE TECHNOLOGIES INC Technology 4,427.0 $252K NEW $57.00 -16.0%
4124 PAR CALL PAR TECHNOLOGY CORP Technology 18,900.0 $252K -2K -10.0% $13.33 +5.0%
4125 MBI MBIA INC Financial Services 42,616.0 $252K -20K -31.9% $5.91 +1.2%
4126 SPHB INVESCO EXCH TRADED FD TR II 2,168.0 $251K -500.0 -18.7% $115.95 +15.4%
4127 ODC OIL DRI CORP AMER Basic Materials 3,859.0 $251K -8K -67.5% $65.09 +17.0%
4128 TITN CALL TITAN MACHY INC Industrials 15,000.0 $251K +5K +47.1% $16.72 +19.7%
4129 APEI AMERICAN PUB ED INC Consumer Defensive 4,390.0 $250K NEW $56.88 -5.8%
4130 FCOM FIDELITY COVINGTON TRUST 3,655.0 $249K NEW $68.12 +8.0%
4131 CORBUS PHARMACEUTICALS HLDGS 26,474.0 $249K -2K -8.1% $9.39
4132 ZTS PUT ZOETIS INC Healthcare 2,100.0 $248K $118.21 -34.3%
4133 BTGO BITGO HOLDINGS INC Financial Services 30,094.0 $248K NEW $8.23 +1.2%
4134 IGSB ISHARES TR 4,700.0 $247K $52.56 -0.7%
4135 TMDX TRANSMEDICS GROUP INC Healthcare 2,481.0 $247K NEW $99.41 -31.3%
4136 BSRR SIERRA BANCORP Financial Services 7,256.0 $246K -3K -27.4% $33.92 +11.7%
4137 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 500.0 $246K -6K -92.4% $491.53 -10.1%
4138 HWKN CALL HAWKINS INC Basic Materials 1,600.0 $246K -900.0 -36.0% $153.60 +1.3%
4139 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 807.0 $245K -27K -97.1% $304.08 +4.6%
4140 PFS PROVIDENT FINL SVCS INC Financial Services 11,572.0 $245K NEW $21.16 +2.7%
Page 207 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%