All Tracked Investors

D.E. Shaw & Co is one of the world's largest and most sophisticated quantitative hedge funds, managing over $60 billion. Their 13F filing reveals thousands of equity positions.

3053
Positions
10
In our model
443
New buys
1217
Increasing
1048
Decreasing
In the Bogen Capital Model
These holdings also appear in our conviction-weighted model portfolio
Top 10 positions (% of portfolio)
Sector breakdown
D.E. Shaw & Co Holdings
Top 30 positions sorted by portfolio weight · Data from 2025-12-31
# Company Ticker Sector % of Portfolio Activity Change
1 NVIDIA CORPORATION NVDA Technology 3.5% ▼ Decreasing -9%
2 SPDR S&P 500 ETF TR ETF 3.0% ▲ Increasing +64%
3 MICROSOFT CORP MSFT Technology 2.7% ▼ Decreasing -8%
4 PALANTIR TECHNOLOGIES INC PLTR Technology 1.4% ▲ Increasing +6%
5 ADVANCED MICRO DEVICES INC AMD Technology 1.2% ▲ Increasing +1917%
6 APPLE INC AAPL Technology 1.2% ▼ Decreasing -6%
7 AMAZON COM INC AMZN Technology 1.1% ▲ Increasing +87%
8 TEXAS INSTRS INC TXN Other 1.1% ▲ Increasing +93%
9 ALPHABET INC GOOGL Technology 1.0% ▲ Increasing +22%
10 BOOKING HOLDINGS INC BKNG Other 0.9% ▲ Increasing +66%
11 NETFLIX INC NFLX Communications 0.9% ▲ Increasing +1381%
12 BOSTON SCIENTIFIC CORP BSX Other 0.9% ▲ Increasing +26%
13 TESLA INC TSLA Technology 0.8% ▲ Increasing +69%
14 GENERAL MTRS CO GM Other 0.8% ▲ Increasing +29%
15 SOFI TECHNOLOGIES INC Other 0.8% ▲ Increasing +11%
16 BROADCOM INC AVGO Technology 0.8% ▼ Decreasing -50%
17 WESTERN DIGITAL CORP Other 0.8% ▼ Decreasing -41%
18 MICRON TECHNOLOGY INC MU Other 0.8% ▼ Decreasing -63%
19 TAIWAN SEMICONDUCTOR MFG LTD TSM Technology 0.7% ▲ Increasing +76%
20 HOME DEPOT INC HD Other 0.7% ▲ Increasing +191%
21 ISHARES TR Other 0.7% ● New NEW
22 COSTCO WHSL CORP NEW COST Other 0.6% ▲ Increasing +98%
23 SCHWAB CHARLES CORP SCHW Financials 0.6% ▲ Increasing +4%
24 BLOOM ENERGY CORP Other 0.6% ▼ Decreasing -26%
25 INSMED INC Other 0.6% ▼ Decreasing -23%
26 AT&T INC T Other 0.6% ▲ Increasing +225%
27 INTUITIVE SURGICAL INC ISRG Other 0.6% ▼ Decreasing -35%
28 VISA INC V Technology 0.6% ▲ Increasing +65%
29 BANK AMERICA CORP BAC Financials 0.6% ▼ Decreasing -23%
30 META PLATFORMS INC META Technology 0.6% ▼ Decreasing -45%
… and 3023 more positions. View full portfolio →
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings for D.E. Shaw & Co, delayed up to 135 days. Not a recommendation to buy or sell any security. D.E. Shaw & Co may have already changed these positions.