Holdings of D. E. Shaw & Co., Inc.
2352 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 16.4 % of the equity sleeve
Sector breakdown
- Technology 19.7 %
- Consumer discretionary 9.5 %
- Financials 8.2 %
- Health care 7.6 %
- Industrials 7.5 %
- Communication 6.4 %
- Consumer staples 3.1 %
- Energy 2.8 %
- Materials 2.2 %
- Real estate 1.2 %
- Utilities 0.8 %
- Funds 0.4 %
- Unattributed 30.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 95.9 %
- TW 1.0 %
- DE 0.7 %
- NL 0.6 %
- GB 0.5 %
- KY 0.4 %
- IN 0.2 %
- BE 0.2 %
- ZA 0.1 %
- BR 0.1 %
- JP 0.1 %
- CL 0.1 %
- Other countries 0.3 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 2,254 | 103B $ | 95.85 % |
| TW | 2 | 1.1B $ | 0.98 % |
| DE | 3 | 767.3M $ | 0.71 % |
| NL | 4 | 602.9M $ | 0.56 % |
| GB | 14 | 489.7M $ | 0.46 % |
| KY | 19 | 416.2M $ | 0.39 % |
| IN | 4 | 243.3M $ | 0.23 % |
| BE | 3 | 167.2M $ | 0.16 % |
| ZA | 3 | 128.9M $ | 0.12 % |
| BR | 10 | 112M $ | 0.10 % |
| JP | 4 | 90M $ | 0.08 % |
| CL | 3 | 78.5M $ | 0.07 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Albemarle Corp | 1,339,808 | 240.5M $ | |
| iShares Bitcoin Trust ETF | 6,260,451 | 240.5M $ | |
| Alcoa Corp | 3,611,160 | 239.5M $ | |
| CoStar Group Inc | 5,909,623 | 238.4M $ | |
| Fortinet Inc | 2,867,337 | 234.3M $ | |
| NIO Inc | 38,329,268 | 231.1M $ | |
| MongoDB Inc | 931,570 | 228M $ | |
| Verisk Analytics Inc | 1,200,419 | 227.8M $ | |
| Equinix Inc | 230,211 | 225.7M $ | |
| Berkshire Hathaway Inc | 468,204 | 224.4M $ | |
| Planet Labs PBC | 7,971,548 | 222.8M $ | |
| Cummins Inc | 414,016 | 222.7M $ | |
| CH Robinson Worldwide Inc | 1,317,655 | 218.8M $ | |
| CNX Resources Corp | 5,545,446 | 213.8M $ | |
| Venture Global Inc | 13,410,074 | 211.3M $ | |
| Cipher Digital Inc | 16,388,535 | 210.9M $ | |
| Walmart Inc | 1,696,606 | 210.9M $ | |
| Air Products and Chemicals Inc | 721,913 | 209.7M $ | |
| Medpace Holdings Inc | 432,602 | 207.7M $ | |
| Lowe's Cos Inc | 878,346 | 207.5M $ | |
| Fair Isaac Corp | 191,578 | 204.5M $ | |
| Lam Research Corp | 946,616 | 202.3M $ | |
| T-Mobile US Inc | 957,435 | 201.1M $ | |
| Robinhood Markets Inc | 2,873,569 | 199.1M $ | |
| Stryker Corp | 600,768 | 197.4M $ | |
| Kinder Morgan, Inc. | 5,844,700 | 196M $ | |
| Rigetti Computing Inc | 13,922,073 | 195.5M $ | |
| American Tower Corp | 1,131,650 | 195.3M $ | |
| Digital Realty Trust Inc | 1,079,695 | 194.6M $ | |
| Agilent Technologies Inc | 1,695,923 | 193.3M $ | |
| Devon Energy Corp | 3,834,547 | 193M $ | |
| AMETEK Inc | 890,254 | 190.8M $ | |
| Core & Main Inc | 3,843,372 | 189.9M $ | |
| Bridgebio Pharma Inc | 2,545,486 | 189M $ | |
| Johnson & Johnson | 764,504 | 186.9M $ | |
| Applied Optoelectronics Inc | 2,117,157 | 179.1M $ | |
| Wells Fargo & Co | 2,243,244 | 178.6M $ | |
| Bath & Body Works Inc | 9,504,593 | 177.5M $ | |
| Citizens Financial Group Inc | 2,957,561 | 177.4M $ | |
| Unity Software Inc | 8,018,061 | 175.9M $ | |
| Veeva Systems Inc | 999,755 | 175.6M $ | |
| SPDR Series Trust | 1,367,792 | 174.7M $ | |
| ICICI Bank Ltd | 6,712,676 | 173.9M $ | |
| TJX Cos Inc/The | 1,054,889 | 168.5M $ | |
| Astera Labs Inc | 1,519,561 | 166.5M $ | |
| Vaxcyte Inc | 2,865,318 | 166.5M $ | |
| Texas Roadhouse Inc | 978,382 | 161.6M $ | |
| DoorDash Inc | 1,073,961 | 161.3M $ | |
| Kimberly-Clark Corp | 1,667,779 | 160.9M $ | |
| GoDaddy Inc | 1,942,980 | 160.6M $ | |
| Anheuser-Busch InBev SA/NV | 2,315,245 | 160.6M $ | |
| Exxon Mobil Corp | 924,250 | 156.8M $ | |
| Hecla Mining Co | 8,325,873 | 155.1M $ | |
| Exelixis Inc | 3,603,063 | 154.5M $ | |
| MP Materials Corp | 3,149,152 | 152M $ | |
| Netflix Inc | 1,567,458 | 150.7M $ | |
| Thermo Fisher Scientific Inc | 302,848 | 148.9M $ | |
| AutoZone Inc | 44,034 | 148.7M $ | |
| Nasdaq Inc | 1,746,091 | 148.2M $ | |
| Onto Innovation Inc | 722,578 | 148.2M $ | |
| AbbVie Inc | 672,990 | 146.4M $ | |
| Williams-Sonoma Inc | 801,844 | 146.2M $ | |
| Take-Two Interactive Software Inc | 729,890 | 144.2M $ | |
| Chevron Corp | 692,355 | 143.2M $ | |
| Williams Cos Inc/The | 1,948,549 | 141.8M $ | |
| Northrop Grumman Corp | 207,820 | 141.8M $ | |
| Blackrock Inc | 146,913 | 141.3M $ | |
| Expeditors International of Washington Inc | 985,099 | 141.1M $ | |
| Hut 8 Corp | 3,002,186 | 140.8M $ | |
| NRG Energy Inc | 954,278 | 139.5M $ | |
| S&P Global Inc | 326,143 | 138.7M $ | |
| Centuri Holdings Inc | 4,714,750 | 137.7M $ | |
| JB Hunt Transport Services Inc | 647,360 | 137.2M $ | |
| Pilgrim's Pride Corp | 3,579,047 | 135.1M $ | |
| Fluor Corp | 2,870,194 | 133.9M $ | |
| First Citizens BancShares Inc/NC | 70,239 | 132.4M $ | |
| Dow Inc | 3,133,461 | 130.5M $ | |
| Rivian Automotive Inc | 8,629,435 | 129.9M $ | |
| Altria Group, Inc. | 1,946,018 | 128.4M $ | |
| Deckers Outdoor Corp | 1,267,310 | 126.8M $ | |
| QuantumScape Corp | 19,742,577 | 126M $ | |
| Annaly Capital Management Inc | 5,899,325 | 124.8M $ | |
| Qorvo Inc | 1,601,268 | 123.9M $ | |
| Ameriprise Financial Inc | 278,649 | 123.8M $ | |
| Liberty Live Holdings Inc | 1,311,097 | 123.4M $ | |
| Tapestry Inc | 871,850 | 123M $ | |
| Arista Networks Inc | 992,305 | 121.8M $ | |
| CarMax Inc | 2,920,417 | 121.4M $ | |
| AppLovin Corp | 303,499 | 120.8M $ | |
| Halozyme Therapeutics Inc | 1,868,708 | 120.8M $ | |
| Aurora Innovation Inc | 29,260,125 | 120.6M $ | |
| Salesforce Inc | 645,704 | 120.5M $ | |
| Elevance Health Inc | 405,992 | 118.9M $ | |
| Docusign Inc | 2,501,812 | 118.6M $ | |
| Dynatrace Inc | 3,160,367 | 116.9M $ | |
| CVS Health Corp | 1,617,522 | 116.2M $ | |
| Intuitive Machines Inc | 6,162,811 | 114.4M $ | |
| Realty Income Corp | 1,850,345 | 113.2M $ | |
| PTC Therapeutics Inc | 1,640,381 | 111.8M $ | |
| Vertex Pharmaceuticals Inc | 248,960 | 111.2M $ | |