D. E. Shaw & Co., Inc. 13F Disclosure & Portfolio Data
D. E. Shaw & Co., Inc.CIK: 0001009207
Diversified strategyMomentum follower
Total reported value
$166.3B
Reporting period: 2026-03-31 · Number of holdings: 5804
D. E. Shaw & Co., Inc. disclosed 5804 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $166.3B and a quarterly turnover rate of 53.8%.
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Personality snowflake
- Concentration
- 1.77
- Portfolio Stability
- 53.78
- Momentum/Contrarian
- 70.53
- Sector conviction
- 49.11
- Diversification
- 100
- Sizing Uniformity
- 63.02
D. E. Shaw & Co., Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.004 — mathematically equivalent to about 226 equally-sized positions, well below its 5804 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.70), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim SPY
-69.8% -$2.6B
Trim NVDA
-27.3% -$1.8B
Add GOOG
+142.3% $1.1B
Trim PLTR
-40.7% -$1.4B
Add AVGO
+89.5% $993.6M
Add GOOGL
+49.1% $729.7M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
D. E. Shaw is aggressively de-grossing into the AI crash-up — dumping SPY beta and trimming NVDA, PLTR, MSFT, AMD, and BKNG while doubling down on GOOG and AVGO. This is not a defensive rotation; it's a tactical capital rotation from crowded momentum leaders to names with lower multiple expansion risk and more diversified growth profiles.
Macro & Fundamentals
The regime shift Shaw is pricing in: the AI trade is peaking in its 'easy alpha' phase, and the next leg requires differentiation — they're reducing passive S&P beta and trimming the names that have driven the index (NVDA, MSFT) to rebalance into higher quality compounders (GOOG, AVGO) that can grow through a PE compression cycle. The opposing thesis: the market is only in the second inning of the AI infrastructure build-out, and Shaw's rotation will miss the sustained momentum as capital rotation remains buy-the-dip into the same leaders.
Blind Spots / Risks
The portfolio's 3,311 holdings and HHI of 0.0044 create a false sense of safety — this is not diversification, it's homogeneity. Shaw is long the same factor (momentum in large-cap tech) across hundreds of small positions, and the trimming of the biggest winners only reduces active share without eliminating the structural crowding into the AI complex. A single-factor reversal in the tech trade will propagate through 90% of the portfolio, as the additions (GOOG, AVGO) are just alternate names in the same overcrowded sector.
Generated by AI based on public SEC filings. Reflects past holdings only and should not be treated as investment advice.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 5804 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.79% | -27.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.35% | -0.22% | |
| 3 | TSLA | Tesla INC | Stock-Consumer Disc | 1.63% | — | +25.46% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.54% | +49.14% | |
| 5 | AVGO | Broadcom INC | Stock-Tech | 1.46% | +0.68% | +89.48% | |
| 6 | AAPL | Apple INC | Stock-Tech | 1.41% | — | +17.78% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.71% | +142.30% | |
| 8 | MU | Micron Technology INC | Stock-Tech | 1.18% | — | -5.60% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | — | +38.45% | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.01% | -0.14% | -11.31% | |
| 11 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.92% | +0.33% | +117.19% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 0.89% | -0.50% | -38.53% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.86% | — | -12.19% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.49% | +161.83% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.80% | -0.70% | -40.70% | |
| 16 | HD | Home Depot INC | Stock-Consumer Disc | 0.80% | — | +32.44% | |
| 17 | SNDK | Sandisk CORP | Stock-Tech | 0.74% | +0.43% | -17.76% | |
| 18 | TGT | Target CORP | Stock-Consumer Disc | 0.72% | +0.53% | +178.70% | |
| 19 | WDC 3 11-15-28 | Western Digital CORP | Stock-Tech | 0.66% | +0.27% | -1.20% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | — | -0.48% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -1.40% | -69.79% | |
| 22 | WDC | Western Digital CORP | Stock-Tech | 0.64% | — | -42.96% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | — | -23.60% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.58% | +0.30% | +56.74% | |
| 25 | GM | General Motors Co | Stock-Consumer Disc | 0.58% | — | -10.99% | |
| 26 | LITE | Lumentum Holdings INC | Stock-Tech | 0.57% | +0.30% | +1.63% | |
| 27 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.56% | +0.25% | +95.19% | |
| 28 | INSM | Insmed INC | Stock-Healthcare | 0.55% | — | +29.28% | |
| 29 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.54% | — | -44.76% | |
| 30 | TXN | Texas Instruments INC | Stock-Tech | 0.53% | -0.26% | -44.95% | |
| 31 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.52% | -0.44% | -37.20% | |
| 32 | SOFI | Sofi Technologies INC | Stock-Financials | 0.52% | -0.25% | +1.92% | |
| 33 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.52% | -0.17% | -15.83% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | +8.04% | |
| 35 | NET | Cloudflare INC - Class A | Stock-Tech | 0.50% | — | +27.38% | |
| 36 | LITE 1.5 12-15-29 | Lumentum Holdings INC | Stock-Tech | 0.48% | +0.25% | +2.17% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.47% | — | +66.04% | |
| 38 | ROST | Ross Stores INC | Stock-Consumer Disc | 0.47% | — | -4.04% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.46% | +0.30% | +192.63% | |
| 40 | C | Citigroup INC | Stock-Financials | 0.46% | — | +61.11% | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.44% | — | +83.44% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.44% | +0.29% | +120.05% | |
| 43 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.43% | +0.22% | +32.82% | |
| 44 | T | At&t INC | Stock-Comm Services | 0.41% | — | -26.61% | |
| 45 | NFLX | Netflix INC | Stock-Comm Services | 0.40% | -0.43% | -56.71% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | — | -0.65% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | — | -34.53% | |
| 48 | PFE | Pfizer INC | Stock-Healthcare | 0.37% | — | +63.96% | |
| 49 | TRGP | Targa Resources CORP | Stock-Energy | 0.37% | — | -13.14% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.37% | +0.35% | +2190.49% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4.8%
Performance Last 4 Quarters
+29.5%
Based on 70% of reported portfolio value with available pricing
- Stdev
- +17.6%
- Beta
- +1.29
- Alpha
- -1.7%
- Max Drawdown
- -9.6%
- Annualized Perf
- +22.7%
- Batting Avg vs S&P
- +61.1%
- Sortino
- +2.69
- Stutzer
- +0.38
- Treynor
- +0.17
- Sterling
- +1.24
- Calmar
- +2.35
- Information Ratio
- +0.58
- Tracking Error
- +6.3%
- Stdev Down
- +8.2%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +47.9%
- Worst 12 Months
- +6.9%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.26
- Stdev Sectors
- +8.1%
- Skewness
- +0.32
- Kurtosis
- -0.36
- Upside Potential
- +4.48
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 5804 | $166.3B | 54 | |
| 2025-12-31 | 5839 | $182.4B | 48 | |
| 2025-09-30 | 5726 | $177.2B | 75 | |
| 2025-06-30 | 5528 | $141.1B | 0 | |
| 2025-03-31 | 5466 | $112.3B | 100 | |
| 2024-12-31 | 5526 | $136.3B | 0 | |
| 2024-09-30 | 5681 | $116.5B | 0 | |
| 2024-06-30 | 5631 | $106.9B | 0 | |
| 2024-03-31 | 5519 | $116.8B | 0 | |
| 2023-12-31 | 5506 | $114.4B | 0 | |
| 2023-09-30 | 5454 | $95.8B | 0 | |
| 2023-06-30 | 5463 | $97.9B | 0 | |
| 2023-03-31 | 5641 | $93.4B | 0 | |
| 2022-12-31 | 6087 | $90.5B | 0 | |
| 2022-09-30 | 6258 | $83.7B | 0 | |
| 2022-06-30 | 6343 | $85.3B | 0 | |
| 2022-03-31 | 6549 | $106.8B | 0 | |
| 2021-12-31 | 6413 | $120.6B | 0 | |
| 2021-09-30 | 5998 | $110.8B | 0 | |
| 2021-06-30 | 5741 | $115.9B | 48 | |
| 2021-03-31 | 5015 | $103.6B | 47 | |
| 2020-12-31 | 5021 | $111.8B | 46 | |
| 2020-09-30 | 4969 | $97.7B | 44 | |
| 2020-06-30 | 5189 | $83.9B | 54 | |
| 2020-03-31 | 5172 | $64.1B | 57 | |
| 2019-12-31 | 5207 | $87.5B | 38 | |
| 2019-09-30 | 4995 | $81.2B | 39 | |
| 2019-06-30 | 4893 | $80.2B | 42 | |
| 2019-03-31 | 4785 | $77.4B | 46 | |
| 2018-12-31 | 4933 | $72.6B | 46 | |
| 2018-09-30 | 4883 | $83.2B | 38 | |
| 2018-06-30 | 4827 | $76.7B | 42 | |
| 2018-03-31 | 4541 | $73.5B | 44 | |
| 2017-12-31 | 4685 | $72.6B | 39 | |
| 2017-09-30 | 4456 | $65.1B | 39 | |
| 2017-06-30 | 4283 | $60.5B | 45 | |
| 2017-03-31 | 4247 | $56.9B | 46 | |
| 2016-12-31 | 4566 | $58.9B | 47 | |
| 2016-09-30 | 4548 | $56.7B | 43 | |
| 2016-06-30 | 4705 | $54.2B | 49 | |
| 2016-03-31 | 4618 | $55.7B | 51 | |
| 2015-12-31 | 5052 | $67.2B | 44 | |
| 2015-09-30 | 4978 | $67.9B | 44 | |
| 2015-06-30 | 5124 | $67.1B | 43 | |
| 2015-03-31 | 4824 | $65.3B | 46 | |
| 2014-12-31 | 5016 | $77.8B | 34 | |
| 2014-09-30 | 5079 | $77.2B | 37 | |
| 2014-06-30 | 5176 | $73.4B | 38 | |
| 2014-03-31 | 5152 | $70.1B | 44 | |
| 2013-12-31 | 5691 | $73.3B | 40 | |
| 2013-09-30 | 4957 | $62.7B | 41 | |
| 2013-06-30 | 4619 | $53.2B | 0 |
Holding changes this quarter
D. E. Shaw & Co., Inc.'s most significant position changes for 2026-03-31: Sold out: Ishares Core S&p 500 ETF (IVV); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Strategy INC (MSTR 0 03-01-30); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -69.79%; Trim: Nvidia CORP (NVDA) — shares -27.33%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +142.30% | Add |
| 2 | AVGO | Broadcom INC | +0.7% | +89.48% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +49.14% | Add |
| 4 | TGT | Target CORP | +0.5% | +178.70% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.5% | +161.83% | Add |
| 6 | SNDK | Sandisk CORP | +0.4% | -17.76% | Trim |
| 7 | AXP | American Express Co | +0.4% | +2190.49% | Add |
| 8 | BSX | Boston Scientific CORP | +0.3% | +117.19% | Add |
| 9 | MMM | 3m Co | +0.3% | +192.63% | Add |
| 10 | LITE | Lumentum Holdings INC | +0.3% | +1.63% | Add |
| 11 | INTC | Intel CORP | +0.3% | +56.74% | Add |
| 12 | ASML | ASML Holding N.V. | +0.3% | +120.05% | Add |
| 13 | WDC 3 11-15-28 | Western Digital CORP | +0.3% | -1.20% | Trim |
| 14 | BX | Blackstone INC | +0.3% | +1526.90% | Add |
| 15 | LITE 1.5 12-15-29 | Lumentum Holdings INC | +0.3% | +2.17% | Add |
| 16 | CRWD | Crowdstrike Holdings INC - A | +0.3% | +95.19% | Add |
| 17 | MA | Mastercard INC - A | +0.2% | +253.50% | Add |
| 18 | CRCL | Circle Internet Group INC | +0.2% | +1882.82% | Add |
| 19 | STX | Seagate Technology Holdings plc | +0.2% | +32.82% | Add |
| 20 | AMZN | Amazon.com INC | -0.1% | -11.31% | Trim |
| 21 | UNH | Unitedhealth Group INC | -0.2% | -15.83% | Trim |
| 22 | RDDT | Reddit Inc-cl A | -0.2% | -11.86% | Trim |
| 23 | HON | Honeywell International INC | -0.2% | -61.83% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -47.38% | Trim |
| 25 | CVNA | Carvana Co | -0.2% | -58.61% | Trim |
| 26 | GEV | GE Vernova INC | -0.2% | -86.99% | Trim |
| 27 | DIS | Walt Disney Co/the | -0.2% | -50.05% | Trim |
| 28 | BAC | Bank Of America CORP | -0.2% | -57.32% | Trim |
| 29 | ISRG | Intuitive Surgical INC | -0.2% | -50.26% | Trim |
| 30 | SPOT | Spotify Technology S.A. | -0.2% | -53.45% | Trim |
| 31 | VRSK | Verisk Analytics INC | -0.2% | -60.98% | Trim |
| 32 | SOFI | Sofi Technologies INC | -0.3% | +1.92% | Add |
| 33 | FICO | Fair Isaac CORP | -0.3% | -45.19% | Trim |
| 34 | TTWO | Take-two Interactive Softwre | -0.3% | -67.02% | Trim |
| 35 | MSI | Motorola Solutions INC | -0.3% | -92.64% | Trim |
| 36 | TXN | Texas Instruments INC | -0.3% | -44.95% | Trim |
| 37 | SCHW | Schwab (charles) CORP | -0.3% | -66.87% | Trim |
| 38 | MDB | Mongodb INC | -0.3% | -46.17% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.3% | -84.07% | Trim |
| 40 | MSFT | Microsoft CORP | -0.4% | -0.22% | Trim |
| 41 | ADBE | Adobe INC | -0.4% | -59.27% | Trim |
| 42 | NFLX | Netflix INC | -0.4% | -56.71% | Trim |
| 43 | BKNG | Booking Holdings INC | -0.4% | -37.20% | Trim |
| 44 | AMD | Advanced Micro Devices | -0.5% | -38.53% | Trim |
| 45 | PLTR | Palantir Technologies Inc-a | -0.7% | -40.70% | Trim |
| 46 | NVDA | Nvidia CORP | -0.8% | -27.33% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | -69.79% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | MSTR 0 03-01-30 | Strategy INC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-11-14 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-11-14 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-20 | Amendment | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is D. E. Shaw & Co., Inc. and what type of investor is it?
D. E. Shaw & Co., Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $166.3B, spread across 5804 disclosed positions.
What are D. E. Shaw & Co., Inc.'s largest equity positions?
Based on the latest 13F filing, D. E. Shaw & Co., Inc.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $3.8B (2.3%)
2. Microsoft CORP (MSFT) — $3.0B (1.8%)
3. Tesla INC (TSLA) — $2.7B (1.6%)
4. Alphabet Inc-cl A (GOOGL) — $2.7B (1.6%)
5. Broadcom INC (AVGO) — $2.4B (1.5%)
What changes did D. E. Shaw & Co., Inc. make in its most recent portfolio filing?
In the latest reported quarter, D. E. Shaw & Co., Inc. made 50 notable position adjustments: 2 new positions were initiated, 18 existing holdings were added to, 29 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Ishares Core S&p 500 ETF (IVV); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Strategy INC (MSTR 0 03-01-30); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -69.79%; Trim: Nvidia CORP (NVDA) — shares -27.33%
What sectors does D. E. Shaw & Co., Inc. focus on?
D. E. Shaw & Co., Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.5%
• Consumer Discretionary: 14.3%
• Financials: 11.5%
• Health Care: 10.4%
• Industrials: 9.1%
• Communication Services: 8.1%
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Portfolio Stability47.5
Sector conviction46.5
4 of the top 5 holdings overlap, including Nvidia CORP
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AF
Ameriprise Financial INC
CIK 0000820027
Total reported value
$431.8B
11,197 stks
2026-03-31
Concentration2.5
Portfolio Stability21.5
Sector conviction47.3
4 of the top 5 holdings overlap, including Nvidia CORP
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HC
Highland Capital Management, LLC
CIK 0000860486
Total reported value
$1.9B
418 stks
2026-03-31
Concentration6.2
Portfolio Stability22.5
Sector conviction49.4
4 of the top 5 holdings overlap, including Microsoft CORP
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