Institutional filer · CIK 0001009207

D. E. Shaw & Co., Inc. reported holdings.

Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.

Reported book

Filing lines parsed

Holdings published

Current reported holdings

Top 25 positions by filed value

As of 2026-03-31; filed 2026-05-15. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
1
GOOGALPHABET INC

CUSIP 02079K107

Reported long

Filed value

Weight / quantity

Reported change

+5,913,536 sharesFiled value +$1.5B · +83.1%Prior receipt ↗
2
NVDANVIDIA CORPORATION

CUSIP 67066G104

Reported long

Filed value

Weight / quantity

Reported change

-8,596,528 sharesFiled value -$1.8B · -41.0%Prior receipt ↗
3
MSFTMICROSOFT CORP

CUSIP 594918104

Reported long

Filed value

Weight / quantity

Reported change

-699,750 sharesFiled value -$1.0B · -31.3%Prior receipt ↗
4
AVGOBROADCOM INC

CUSIP 11135F101

Reported long

Filed value

Weight / quantity

Reported change

+3,651,871 sharesFiled value +$1.0B · +103.0%Prior receipt ↗
5
AAPLAPPLE INC

CUSIP 037833100

Reported long

Filed value

Weight / quantity

Reported change

+1,548,270 sharesFiled value +$294.6M · +19.9%Prior receipt ↗
6
TSLATESLA INC

CUSIP 88160R101

Reported long

Filed value

Weight / quantity

Reported change

+2,033,865 sharesFiled value +$574.9M · +55.0%Prior receipt ↗
7
BOSTON SCIENTIFIC CORP

CUSIP 101137107

Reported long

Filed value

Weight / quantity

Reported change

+13,063,148 sharesFiled value +$453.0M · +42.2%Prior receipt ↗
8
HDHOME DEPOT INC

CUSIP 437076102

Reported long

Filed value

Weight / quantity

Reported change

+1,247,169 sharesFiled value +$372.0M · +43.0%Prior receipt ↗
9
MUMICRON TECHNOLOGY INC

CUSIP 595112103

Reported long

Filed value

Weight / quantity

Reported change

+315,857 sharesFiled value +$282.0M · +29.6%Prior receipt ↗
10
WESTERN DIGITAL CORP

CUSIP 958102AT2

Reported long

Filed value

Weight / quantity

Reported change

-1,853,000 principalFiled value +$384.0M · +54.2%Prior receipt ↗
11
METAMETA PLATFORMS INC

CUSIP 30303M102

Reported long

Filed value

Weight / quantity

Reported change

+812,190 sharesFiled value +$370.2M · +52.2%Prior receipt ↗
12
GOOGALPHABET INC

CUSIP 02079K107

CALL option

Filed value

Weight / quantity

Reported change

+2,738,800 sharesFiled value +$761.3M · +250.8%Prior receipt ↗
13
TSMTAIWAN SEMICONDUCTOR MANUFAC

CUSIP 874039100

Reported long

Filed value

Weight / quantity

Reported change

+107,378 sharesFiled value +$136.8M · +15.3%Prior receipt ↗
14
JPMJPMORGAN CHASE & CO

CUSIP 46625H100

Reported long

Filed value

Weight / quantity

Reported change

+3,038,807 sharesFiled value +$882.1M · +653.0%Prior receipt ↗
15
AMZNAMAZON COM INC

CUSIP 023135106

Reported long

Filed value

Weight / quantity

Reported change

-1,335,646 sharesFiled value -$415.0M · -29.6%Prior receipt ↗
16
STRATEGY INC

CUSIP 594972AJ0

Reported long

Filed value

Weight / quantity

Reported change

+510,687,000 principalFiled value +$479.1M · +95.0%Prior receipt ↗
17
TGTTARGET CORP

CUSIP 87612E106

Reported long

Filed value

Weight / quantity

Reported change

+7,070,703 sharesFiled value +$876.4M · +1079.4%Prior receipt ↗
18
INSMED INC

CUSIP 457669307

Reported long

Filed value

Weight / quantity

Reported change

+1,274,830 sharesFiled value +$162.7M · +21.5%Prior receipt ↗
19
GMGENERAL MTRS CO

CUSIP 37045V100

Reported long

Filed value

Weight / quantity

Reported change

-172,390 sharesFiled value -$98.0M · -9.7%Prior receipt ↗
20
COSTCOSTCO WHOLESALE CORPORATION

CUSIP 22160K105

Reported long

Filed value

Weight / quantity

Reported change

-38,549 sharesFiled value +$85.4M · +10.7%Prior receipt ↗
21
TXNTEXAS INSTRS INC

CUSIP 882508104

Reported long

Filed value

Weight / quantity

Reported change

-3,203,499 sharesFiled value -$467.1M · -35.9%Prior receipt ↗
22
LUMENTUM HLDGS INC

CUSIP 55024UAH2

Reported long

Filed value

Weight / quantity

Reported change

+1,700,000 principalFiled value +$389.5M · +93.7%Prior receipt ↗
23
AMDADVANCED MICRO DEVICES INC

CUSIP 007903107

Reported long

Filed value

Weight / quantity

Reported change

-3,277,557 sharesFiled value -$743.3M · -48.7%Prior receipt ↗
24
3M CO

CUSIP 88579Y101

Reported long

Filed value

Weight / quantity

Reported change

+3,530,370 sharesFiled value +$486.5M · +172.5%Prior receipt ↗
25
ROSS STORES INC

CUSIP 778296103

Reported long

Filed value

Weight / quantity

Reported change

-144,200 sharesFiled value +$103.2M · +15.5%Prior receipt ↗

No longer reported

These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

Weekly Veridion brief

Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.