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Quant fund, long-only 13F filer

D. E. Shaw & Co.

D. E. Shaw & Co. is a computational investment firm founded by David Shaw in 1988, among the pioneers of quantitative trading and now running systematic and discretionary strategies side by side. It discloses US-listed long equity (and some options) positions each quarter on SEC Form 13F — bonds, cash, private businesses and non-US holdings are not in that filing.

161.8BUSDreported value
4,833positions
+34.9BUSDon the prior filing
SPYlargest holding, 5.0%

How has D. E. Shaw & Co.'s portfolio moved against the S&P 500?

Rebuilt from its quarterly filings, D.'s disclosed portfolio is up 112% since September 2024. Over the stretch where we can compare, since December 2025, it is up 23% against 9% for the S&P 500. The latest filing, for the quarter ended 30 June 2026, lists 4,833 positions worth 161.8B USD.

D.'s disclosed holdings, rebuilt at each filing

S&P 500, from Dec 2025, drawn from D.'s level then

Long US stock only, held from one filing to the next: an illustrative read, not an audited return.

See the holdings

References
  1. SEC EDGAR Form 13F-HR, quarterly, up to 45 days delayed. Filings are public records. Ticker mapping via SEC public files and OpenFIGI.
  2. Finazon prior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source