D.E. Shaw & Co.

David E. Shaw

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

2,899

Market Value

$118.1B

Portfolio Analysis

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I. Institutional Overview

David E. Shaw, the founder of D.E. Shaw & Co., stands as one of the most influential figures in the history of modern finance. As a pioneer of quantitative trading, his firm has long been synonymous with the intersection of high-level mathematics, advanced computer science, and global financial markets. Founded in 1988, D.E. Shaw & Co. was among the first...

As of the reporting period ending March 31, 2026, the firm’s disclosed portfolio market value reached a staggering $118.15 billion. This scale places D.E. Shaw in the upper echelon of global institutional investors, reflecting both the firm's successful capital appreciation and its ability to attract and retain institutional capital. When analyzing an...

The portfolio's composition, featuring 2,899 distinct holdings, reveals a highly diversified approach that is characteristic of a quantitative giant. With nearly 3,000 stocks, the firm effectively captures a broad cross-section of the global economy, ensuring that no single idiosyncratic event in a small-cap or mid-cap holding can significantly destabilize...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

1.5%

% of Portfolio

2

$MSFT

Microsoft Corporation

1.4%

% of Portfolio

3

$AVGO

Broadcom Inc.

1.2%

% of Portfolio

4

$GOOGL

Alphabet Inc.

1.2%

% of Portfolio

5

$AAPL

Apple Inc.

1.1%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA1.5%2.4%2.7%2.3%
MSFT1.4%1.8%2.2%1.3%
AVGO1.2%-1.1%-
GOOGL1.2%0.7%--
AAPL1.1%0.8%0.8%1.7%
TSLA1.0%---
BSX0.9%---
GOOG0.9%---
HD0.7%---
MU0.7%-0.8%0.6%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

MU+194.78%
INTC+165.04%
SNDK+196.14%
AMD+140.11%
GOOGL+24.42%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

INSM-40.85%
BSX-24.83%
HD-0.88%
T-20.66%
ABT-12.13%

Sector Analysis

Energy4.9%
Others1.6%
Materials4.9%
Financials11.8%
Healthcare12.1%
Technology26.8%
Industrials10.4%
Real Estate2.2%

Trading Summary

1

$VG

0.1%

2

$DOCU

0.1%

3

$VRTX

0.1%

4

$ETF-SOXX

0.1%

5

$IBRX

0.1%

6

$ETF-EWY

0.1%

7

$ETF-SMH

0.1%

8

$FTV

0.1%

9

$GDS

0.1%

10

$CAKE

0.0%

11

$SONY

0.0%

12

$SSNC

0.0%

13

$ETF-COPX

0.0%

14

$ETF-GDX

0.0%

15

$PNR

0.0%

16

$VALE

0.0%

17

$AMH

0.0%

18

$CTRE

0.0%

19

$DRI

0.0%

All Holdings

1

$NVDA

1.5%

2

$MSFT

1.4%

3

$AVGO

1.2%

4

$GOOGL

1.2%

5

$AAPL

1.1%

6

$TSLA

1.0%

7

$BSX

0.9%

8

$GOOG

0.9%

9

$HD

0.7%

10

$MU

0.7%

11

$META

0.7%

12

$TSM

0.6%

13

$JPM

0.6%

14

$AMZN

0.6%

15

$TGT

0.6%

16

$INSM

0.6%

17

$GM

0.6%

18

$COST

0.5%

19

$TXN

0.5%

20

$AMD

0.5%

21

$MMM

0.5%

22

$ROST

0.5%

23

$INTC

0.5%

24

$SNDK

0.5%

25

$SAP

0.4%

26

$WDC

0.4%

27

$CRWD

0.4%

28

$V

0.4%

29

$SOFI

0.4%

30

$T

0.4%

31

$NSC

0.4%

32

$BKNG

0.4%

33

$TRGP

0.4%

34

$C

0.4%

35

$AXP

0.4%

36

$LLY

0.3%

37

$LMT

0.3%

38

$BE

0.3%

39

$PLTR

0.3%

40

$MA

0.3%

41

$ASML

0.3%

42

$ABT

0.3%

43

$FCX

0.3%

44

$LNG

0.3%

45

$STX

0.3%

46

$ETF-SPY

0.3%

47

$SHW

0.3%

48

$TEL

0.3%

49

$GE

0.3%

50

$LVS

0.3%