D. E. Shaw & Co., Inc. Portfolio Stock Holdings

D. E. Shaw & Co., Inc. disclosed 3200 stock positions valued at approximately $126.9 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
3200
Portfolio Value
$126.9B
Holdings by Sector
D. E. Shaw & Co., Inc. Portfolio Holdings in Q1 2026

2594 holdings in the latest reporting period.

Page 1 of 26
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology2.02%14,705,215-8,596,528-36.89%$2,564,589,496
MICROSOFT CORPMSFTTechnology1.80%6,167,970-699,750-10.19%$2,283,197,455
BROADCOM INCAVGOTechnology1.59%6,527,708+3,651,871+126.98%$2,020,390,903
ALPHABET INCGOOGLCommunication Services1.55%6,860,269+2,973,398+76.50%$1,972,738,954
APPLE INCAAPLTechnology1.40%6,989,786+1,548,270+28.45%$1,773,937,789
TESLA INCTSLAConsumer Cyclical1.28%4,357,393+2,033,865+87.53%$1,619,860,848
BOSTON SCIENTIFIC CORPBSXHealthcare1.20%24,312,352+13,063,148+116.13%$1,525,600,089
ALPHABET INCGOOGCommunication Services1.13%4,987,835+2,940,138+143.58%$1,430,810,348
HOME DEPOT INCHDConsumer Cyclical0.97%3,760,209+1,247,169+49.63%$1,236,695,138
MICRON TECHNOLOGY INCMUTechnology0.97%3,658,476+315,857+9.45%$1,235,979,531
META PLATFORMS INCMETACommunication Services0.85%1,886,524+812,190+75.60%$1,079,336,976
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.81%3,058,798+107,378+3.64%$1,033,720,784
JPMORGAN CHASE & COJPMFinancial Services0.80%3,458,040+3,038,807+724.85%$1,017,217,046
AMAZON COM INCAMZNConsumer Cyclical0.78%4,731,224-1,335,646-22.02%$985,372,022
TARGET CORPTGTConsumer Defensive0.75%7,901,395+7,070,703+851.18%$957,649,074
INSMED INCINSMHealthcare0.72%5,625,825+1,274,830+29.30%$919,934,904
GENERAL MTRS COGMConsumer Cyclical0.72%12,318,039-172,390-1.38%$917,693,906
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.69%885,158-38,549-4.17%$881,997,986
TEXAS INSTRS INCTXNTechnology0.66%4,292,377-3,203,499-42.74%$833,322,071
ADVANCED MICRO DEVICES INCAMDTechnology0.62%3,853,311-3,277,557-45.96%$783,879,057
3M COMMMIndustrials0.61%5,291,710+3,530,370+200.44%$768,515,044
ROSS STORES INCROSTConsumer Cyclical0.60%3,540,058-144,200-3.91%$766,882,765
INTEL CORPINTCTechnology0.59%16,956,585+10,948,038+182.21%$748,294,096
SANDISK CORPSNDKOther0.59%1,172,928-920,075-43.96%$745,208,076
SAP SESAPTechnology0.57%4,256,672+1,955,594+84.99%$728,784,813
WESTERN DIGITAL CORPWDCTechnology0.57%2,688,230-3,013,088-52.85%$727,139,332
CROWDSTRIKE HLDGS INCCRWDTechnology0.56%1,814,468+1,771,606+4133.28%$708,386,452
VISA INCVFinancial Services0.55%2,289,753+241,377+11.78%$692,054,946
SOFI TECHNOLOGIES INCSOFIFinancial Services0.53%42,720,908+3,983,272+10.28%$678,408,019
AT&T INCTCommunication Services0.51%22,524,209-7,460,575-24.88%$652,976,819
NORFOLK SOUTHN CORPNSCIndustrials0.51%2,263,480-14,920-0.65%$649,618,760
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.49%146,649-72,729-33.15%$617,439,218
TARGA RES CORPTRGPEnergy0.48%2,428,025-365,852-13.09%$608,778,709
CITIGROUP INCCFinancial Services0.48%5,323,377+4,299,813+420.08%$603,724,186
AMERICAN EXPRESS COAXPFinancial Services0.47%1,982,338+1,936,800+4253.15%$599,617,598
ELI LILLY & COLLYHealthcare0.46%637,382+218,331+52.10%$586,244,842
LOCKHEED MARTIN CORPLMTIndustrials0.46%965,634-375,034-27.97%$583,619,533
BLOOM ENERGY CORPBEIndustrials0.45%4,209,457-4,588,846-52.16%$570,339,329
PALANTIR TECHNOLOGIES INCPLTRTechnology0.45%3,898,671-5,890,594-60.17%$570,297,594
MASTERCARD INCORPORATEDMAFinancial Services0.45%1,136,219+814,801+253.50%$567,723,186
ASML HLDG NVASMLOther0.43%415,578+355,668+593.67%$548,907,890
ABBOTT LABORATORIESABTHealthcare0.43%5,280,054+3,926,863+290.19%$542,103,145
FREEPORT MCMORAN INCFCXBasic Materials0.42%9,149,748-3,740,687-29.02%$537,822,188
CHENIERE ENERGY INCLNGEnergy0.40%1,782,860-91,934-4.90%$505,904,354
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.40%1,289,573+493,101+61.91%$505,203,118
STATE STR SPDR S&P 500 ETF TSPYOther0.38%745,510-4,701,040-86.31%$484,834,974
SHERWIN WILLIAMS COSHWBasic Materials0.38%1,486,582+87,594+6.26%$476,523,860
TE CONNECTIVITY PLCTELOther0.37%2,258,485+1,354,454+149.82%$472,068,535
GE AEROSPACEGEIndustrials0.37%1,648,817+1,056,437+178.34%$467,884,800
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.36%8,537,416+3,560,119+71.53%$459,995,974
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.36%14,356,314+9,854,255+218.88%$459,545,611
KENVUE INCKVUEConsumer Defensive0.36%26,282,145-150,207-0.57%$453,104,179
BLACKSTONE INCBXFinancial Services0.34%3,781,729+3,750,248+11912.73%$434,861,018
CAPITAL ONE FINL CORPCOFFinancial Services0.34%2,362,951-80,085-3.28%$431,073,151
WELLTOWER INCWELLReal Estate0.32%2,079,154+989,530+90.81%$411,069,537
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.32%4,444,693+3,419,801+333.67%$410,289,611
WARNER BROS DISCOVERY INCWBDCommunication Services0.32%14,889,403+4,932,997+49.55%$408,863,006
MERCK & CO INCMRKHealthcare0.32%3,397,582-120,882-3.44%$408,695,138
ROPER TECHNOLOGIES INCROPTechnology0.32%1,154,318-8,450-0.73%$408,466,968
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.31%2,474,465+206,482+9.10%$389,183,855
KKR & CO INCKKRFinancial Services0.29%3,944,577+2,687,909+213.89%$364,873,373
SERVICENOW INCNOWTechnology0.29%3,474,317+1,789,724+106.24%$363,239,843
EQT CORPEQTEnergy0.29%5,700,032+635,911+12.56%$362,750,036
PROCTER & GAMBLE COPGConsumer Defensive0.28%2,439,680-1,927,627-44.14%$352,387,379
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.28%1,059,062+614,569+138.26%$350,411,844
PFIZER INCPFEHealthcare0.28%12,467,262+9,051,769+265.02%$350,080,716
APPLIED MATLS INCAMATTechnology0.27%1,009,618+648,207+179.35%$345,077,336
DIAMONDBACK ENERGY INCFANGEnergy0.26%1,688,794-425,717-20.13%$334,026,566
FISERV INCFITechnology0.26%5,907,462-4,224,815-41.70%$329,636,379
AIRBNB INCABNBConsumer Cyclical0.26%2,576,538-1,173,147-31.29%$325,365,219
FIVE BELOW INCFIVEConsumer Cyclical0.25%1,405,810-513,796-26.77%$321,199,469
UNITEDHEALTH GROUP INCUNHHealthcare0.25%1,167,220+226,047+24.02%$315,838,060
GENERAL DYNAMICS CORPGDIndustrials0.25%913,092+669,018+274.10%$313,391,436
MORGAN STANLEYMSFinancial Services0.24%1,864,278+884,814+90.34%$306,804,230
WATERS CORPWATHealthcare0.24%1,025,240+673,230+191.25%$305,316,472
ORACLE CORPORCLTechnology0.24%2,073,332+1,116,839+116.76%$305,007,870
MARSH & MCLENNAN COS INCMMCFinancial Services0.24%1,729,550-866,461-33.38%$299,990,448
BARRICK MNG CORPBOther0.23%7,045,658-2,686,400-27.60%$287,507,011
AST SPACEMOBILE INCASTSTechnology0.22%3,437,298+2,032,339+144.65%$284,848,885
CELESTICA INCCLSTechnology0.22%994,885+901,020+959.91%$280,292,329
SYSCO CORPSYYConsumer Defensive0.22%3,925,528+3,657,078+1362.29%$280,007,912
LIBERTY MEDIA CORP DELFWONKCommunication Services0.22%3,257,063+1,000,648+44.35%$276,915,496
ISHARES TRIWMOther0.22%1,108,036+449,677+68.30%$274,792,928
DANAHER CORP DELDHRHealthcare0.21%1,428,248+884,799+162.81%$270,795,821
LINDE PLCLINOther0.21%543,387-126,877-18.93%$269,389,539
OTIS WORLDWIDE CORPOTISIndustrials0.21%3,454,928+399,430+13.07%$266,305,851
INTUITIVE SURGICAL INCISRGHealthcare0.21%576,508-729,613-55.86%$265,764,423
CLOUDFLARE INCNETTechnology0.21%1,287,246+1,174,413+1040.84%$265,610,340
HONEYWELL INTL INCHONIndustrials0.21%1,169,465-1,249,310-51.65%$264,334,174
ILLINOIS TOOL WKS INCITWIndustrials0.21%1,010,307+509,120+101.58%$262,972,809
CIRCLE INTERNET GROUP INCCRCLOther0.21%2,734,925+2,710,885+11276.56%$260,939,194
TRANSOCEAN LTDH8817H100Other0.21%39,262,599+22,837,568+139.04%$260,311,032
SHELL PLCSHELEnergy0.20%2,780,297-3,998,134-58.98%$258,567,621
TERADYNE INCTERTechnology0.20%866,712+701,556+424.78%$256,945,439
CADENCE DESIGN SYSTEM INCCDNSTechnology0.20%921,690+613,847+199.40%$256,110,000
ROBLOX CORPRBLXCommunication Services0.20%4,514,911-1,498,521-24.92%$255,363,366
GENERAC HLDGS INCGNRCIndustrials0.20%1,297,744-33,845-2.54%$253,488,335
ATI INCATIIndustrials0.20%1,742,609-280,012-13.84%$253,479,905
BANK AMERICA CORPBACFinancial Services0.20%5,134,912-7,685,982-59.95%$250,326,960
RTX CORPORATIONRTXIndustrials0.19%1,282,044+735,727+134.67%$247,306,288
D. E. Shaw & Co., Inc. Options Holdings in Q1 2026

1207 options positions in the latest reporting period.

Page 1 of 13
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026NVDANVIDIA CorporationPUT4,057,800$707,680,320
Q1 2026SPYSPDR S&P 500CALL900,000$585,306,000
Q1 2026TSLATesla, Inc.PUT1,561,000$580,301,750
Q1 2026NVDANVIDIA CorporationCALL3,239,100$564,899,040
Q1 2026GOOGLAlphabet Inc.CALL1,941,700$558,355,252
Q1 2026TSLATesla, Inc.CALL1,389,800$516,658,150
Q1 2026METAMeta Platforms, Inc.PUT896,000$512,628,480
Q1 2026GOOGAlphabet Inc.CALL1,765,700$506,508,702
Q1 2026MSFTMicrosoft CorporationPUT1,365,000$505,282,050
Q1 2026LITELumentum Holdings Inc.CALL690,400$485,185,504
Q1 2026PLTRPalantir Technologies Inc.PUT3,201,000$468,242,280
Q1 2026LITELumentum Holdings Inc.PUT642,200$451,312,472
Q1 2026MUMicron Technology, Inc.PUT1,308,700$442,131,208
Q1 2026AAPLApple Inc.CALL1,706,300$433,041,877
Q1 2026QQQInvesco QQQ Trust, Series 1CALL750,000$432,885,000
Q1 2026TSMTaiwan Semiconductor ManufacturPUT1,144,000$386,614,800
Q1 2026AMDAdvanced Micro Devices, Inc.PUT1,890,500$384,584,415
Q1 2026AMZNAmazon.com, Inc.PUT1,809,100$376,781,257
Q1 2026METAMeta Platforms, Inc.CALL635,400$363,531,402
Q1 2026SNDKSanDiskPUT545,800$346,768,572
Q1 2026NETCloudflare, Inc.CALL1,623,200$334,931,088
Q1 2026UNHUnitedHealth Group IncorporatedPUT1,182,600$319,999,734
Q1 2026LLYEli Lilly and CompanyPUT345,000$317,320,650
Q1 2026AMDAdvanced Micro Devices, Inc.CALL1,549,000$315,113,070
Q1 2026AMZNAmazon.com, Inc.CALL1,497,500$311,884,325
Q1 2026WDCWestern Digital CorporationPUT1,125,200$304,355,348
Q1 2026BABoeing Company (The)PUT1,528,200$304,157,646
Q1 2026TDToronto Dominion Bank (The)PUT3,167,000$295,692,878
Q1 2026BABAAlibaba Group Holding LimitedCALL2,346,400$294,379,344
Q1 2026JPMJP Morgan Chase & Co.CALL999,000$293,865,840
Q1 2026PLTRPalantir Technologies Inc.CALL2,004,900$293,276,772
Q1 2026ORCLOracle CorporationPUT1,976,800$290,807,048
Q1 2026MUMicron Technology, Inc.CALL848,200$286,555,888
Q1 2026NFLXNetflix, Inc.PUT2,712,800$260,835,720
Q1 2026BEBloom Energy CorporationPUT1,917,700$259,829,173
Q1 2026NFLXNetflix, Inc.CALL2,683,300$257,999,295
Q1 2026COINCoinbase Global, Inc.PUT1,431,500$249,954,215
Q1 2026BKNGBooking Holdings Inc. Common StCALL58,100$244,619,592
Q1 2026COINCoinbase Global, Inc.CALL1,392,700$243,179,347
Q1 2026JNJJohnson & JohnsonCALL984,300$240,602,292
Q1 2026BMOBank Of MontrealPUT1,738,400$235,392,977
Q1 2026AVGOBroadcom Inc.PUT744,400$230,399,244
Q1 2026UNHUnitedHealth Group IncorporatedCALL848,200$229,514,438
Q1 2026CIFRCipher Mining Inc.CALL17,740,400$228,318,948
Q1 2026BABoeing Company (The)CALL1,145,600$228,008,768
Q1 2026NETCloudflare, Inc.PUT1,104,200$227,840,628
Q1 2026BNSBank Nova Scotia Halifax Pfd 3PUT3,272,000$226,841,423
Q1 2026RDDTReddit, Inc.CALL1,647,300$221,808,945
Q1 2026MSFTMicrosoft CorporationCALL586,400$217,067,688
Q1 2026NVONovo Nordisk A/SPUT5,842,000$214,693,500
Q1 2026UBERUber Technologies, Inc.PUT2,843,300$204,518,569
Q1 2026BKLNInvesco Senior Loan ETFPUT10,000,000$204,100,000
Q1 2026HOODRobinhood Markets, Inc.CALL2,859,300$198,149,490
Q1 2026XOMExxon Mobil CorporationCALL1,129,000$191,546,140
Q1 2026CMCanadian Imperial Bank of CommePUT1,974,800$187,105,736
Q1 2026ORCLOracle CorporationCALL1,253,800$184,446,518
Q1 2026MRVLMarvell Technology, Inc.PUT1,802,100$178,498,005
Q1 2026LULUlululemon athletica inc.PUT1,152,100$176,386,510
Q1 2026AVGOBroadcom Inc.CALL561,000$173,635,110
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL204,600$173,089,554
Q1 2026HOODRobinhood Markets, Inc.PUT2,489,300$172,508,490
Q1 2026LLYEli Lilly and CompanyCALL185,700$170,801,289
Q1 2026GOOGLAlphabet Inc.PUT591,000$169,947,960
Q1 2026RCIRogers Communication, Inc.PUT4,314,600$165,886,525
Q1 2026UUUUEnergy Fuels IncCALL9,043,800$165,049,350
Q1 2026MSTRMicroStrategy IncorporatedCALL1,299,700$162,202,560
Q1 2026PANWPalo Alto Networks, Inc.PUT998,400$160,063,488
Q1 2026PFEPfizer, Inc.CALL5,621,400$157,848,912
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT178,400$150,924,616
Q1 2026MSTRMicroStrategy IncorporatedPUT1,191,600$148,711,680
Q1 2026RYRoyal Bank Of CanadaCALL920,000$148,680,992
Q1 2026SMCISuper MicroCALL6,400,900$145,748,493
Q1 2026DELLDell Technologies Inc.PUT872,900$143,269,077
Q1 2026BABAAlibaba Group Holding LimitedPUT1,140,500$143,087,130
Q1 2026VVisa Inc.CALL468,600$141,629,664
Q1 2026TGTTarget CorporationPUT1,155,800$140,082,960
Q1 2026CRMSalesforce, Inc.PUT749,900$139,983,833
Q1 2026AAPLApple Inc.PUT550,500$139,711,395
Q1 2026ALNYAlnylam Pharmaceuticals, Inc.CALL408,800$135,259,656
Q1 2026SNDKSanDiskCALL212,300$134,882,682
Q1 2026CATCaterpillar, Inc.CALL186,200$131,915,252
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL272,600$130,629,920
Q1 2026INTCIntel CorporationPUT2,904,600$128,179,998
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT323,800$126,414,758
Q1 2026FSLRFirst Solar, Inc.CALL628,400$123,958,184
Q1 2026MRNAModerna, Inc.PUT2,417,000$122,783,600
Q1 2026VZVerizon Communications Inc.CALL2,397,300$120,344,460
Q1 2026RDDTReddit, Inc.PUT882,300$118,801,695
Q1 2026DOWDow Inc.PUT2,819,900$117,448,835
Q1 2026MRNAModerna, Inc.CALL2,267,800$115,204,240
Q1 2026ASMLASMLCALL86,100$113,723,463
Q1 2026STXSeagate TechnologyPUT287,800$112,748,528
Q1 2026NKENike, Inc.PUT2,134,300$112,733,726
Q1 2026TDToronto Dominion Bank (The)CALL1,200,000$112,040,244
Q1 2026ALBAlbemarle CorporationPUT613,000$110,051,890
Q1 2026JDJD.com, Inc.PUT3,677,600$108,746,632
Q1 2026PFEPfizer, Inc.PUT3,837,700$107,762,616
Q1 2026COSTCostco Wholesale CorporationCALL108,000$107,614,440
Q1 2026MRKMerck & Company, Inc.CALL868,200$104,435,778
Q1 2026BNSBank Nova Scotia Halifax Pfd 3CALL1,500,600$104,033,692

Notional value represents the total exposure of the options position.