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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 25 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BRUKER CORP 205,000.0 $91.5M 0.04% $446.25
482 KEX KIRBY CORP Industrials 671,706.0 $91.3M 0.04% +503K +298.6% $135.97 +2.0%
483 JBHT HUNT J B TRANS SVCS INC Industrials 314,257.0 $91.0M 0.04% -333K -51.5% $289.43 -5.9%
484 SBUX PUT STARBUCKS CORP Consumer Cyclical 886,000.0 $90.5M 0.04% -267K -23.1% $102.19 +2.7%
485 ETSY INC 1,201,093.0 $90.5M 0.04% +1.0M +646.2% $75.33
486 ETSY INC 98,853,000.0 $90.4M 0.04% +3.0M +3.1% $0.91
487 IQVIA HLDGS INC 466,234.0 $90.1M 0.04% NEW $193.22
488 NUTANIX INC 79,662,000.0 $90.0M 0.04% +5.5M +7.4% $1.13
489 LRCX LAM RESEARCH CORP Technology 206,424.0 $89.4M 0.04% -740K -78.2% $433.33 -29.1%
490 CYTK CYTOKINETICS INC Healthcare 1,048,103.0 $89.3M 0.04% +341K +48.3% $85.19 -8.7%
491 EQH EQUITABLE HLDGS INC Financial Services 2,034,078.0 $89.3M 0.04% -167K -7.6% $43.88 +13.9%
492 NEM PUT NEWMONT CORP Basic Materials 953,500.0 $89.1M 0.04% +531K +125.7% $93.40 +33.9%
493 WWD WOODWARD INC Industrials 209,176.0 $89.0M 0.04% -31K -12.7% $425.44 -15.4%
494 ORACLE CORP 1,972,200.0 $88.5M 0.04% -449K -18.6% $44.85
495 UCTT ULTRA CLEAN HLDGS INC Technology 619,802.0 $88.4M 0.04% -563K -47.6% $142.59 -47.4%
496 WCN WASTE CONNECTIONS INC Industrials 530,332.0 $88.4M 0.04% -238K -31.0% $166.64 +1.3%
497 ANNALY CAPITAL MANAGEMENT IN 3,941,485.0 $88.1M 0.04% -2.0M -33.2% $22.36
498 GUARDANT HEALTH INC 70,504,000.0 $87.8M 0.04% -10.5M -13.0% $1.25
499 ARW ARROW ELECTRS INC Technology 409,757.0 $87.4M 0.04% +196K +91.8% $213.41 -3.7%
500 FDX FEDEX CORP Industrials 278,732.0 $87.3M 0.04% +268K +2438.3% $313.13 +4.9%
Page 25 of 242  ·  4,833 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%