InvestInfoAI
← Tracker

Institutional

D. E. Shaw & Co., Inc.

CIK 0001009207
$166.31B
Reported AUM
3,311
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · D. E. Shaw & Co., Inc. · Q1 2026

AI · grounded in 13F

D. E. Shaw & Co., Inc. increased its position in TGT by 178.7%, marking its largest share accumulation of the period. The fund also grew its holdings in JPM by 161.8% and GOOG by 142.3%. Conversely, the firm reduced its stake in SPY by 69.8% and trimmed its position in PLTR by 40.7%.

Portfolio · Q1 2026

NVDA$3.84BMSFT$3.01BTSLA$2.72BGOOGL$2.70BAVGO$2.42BAAPL$2.35BGOOG$2.00BMU$1.96BMETA$1.96BOther$112.52BDI

Top holdings· first 500 of 3311

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$3.84B2.31%-8,274,128-27.3%
2MSFTMICROSOFT CORP$3.01B1.81%-17,650-0.2%
3TSLATESLA INC$2.72B1.63%+1,483,265+25.5%
4GOOGLALPHABET INC$2.70B1.62%+3,094,698+49.1%
5AVGOBROADCOM INC$2.42B1.46%+3,699,071+89.5%
6AAPLAPPLE INC$2.35B1.41%+1,396,070+17.8%
7GOOGALPHABET INC$2.00B1.21%+4,104,338+142.3%
8MUMICRON TECHNOLOGY INC$1.96B1.18%-345,143-5.6%
9METAMETA PLATFORMS INC$1.96B1.18%+949,290+38.5%
10AMZNAMAZON COM INC$1.67B1.01%-1,025,446-11.3%
11BSXBOSTON SCIENTIFIC CORP$1.53B0.92%+13,183,148+117.2%
12AMDADVANCED MICRO DEVICES INC$1.48B0.89%-4,570,757-38.5%
13TSMTAIWAN SEMICONDUCTOR MANUFAC$1.44B0.86%-590,322-12.2%
14JPMJPMORGAN CHASE & CO$1.34B0.81%+2,813,007+161.8%
15PLTRPALANTIR TECHNOLOGIES INC$1.33B0.80%-6,249,494-40.7%
16HDHOME DEPOT INC$1.32B0.80%+984,769+32.4%
17SNDKSANDISK CORP$1.23B0.74%-417,142-17.8%
18TGTTARGET CORP$1.19B0.72%+6,306,403+178.7%
19WDC 3 11/15/28WESTERN DIGITAL CORP$1.09B0.66%-1,853,000-1.2%
20LLYELI LILLY & CO$1.07B0.65%-5,669-0.5%
21SPYSTATE STR SPDR S&P 500 ETF T$1.07B0.64%-3,801,040-69.8%
22WDCWESTERN DIGITAL CORP$1.06B0.64%-2,961,888-43.0%
23COSTCOSTCO WHOLESALE CORPORATION$1.04B0.62%-321,149-23.6%
24INTCINTEL CORP$958.2M0.58%+7,860,138+56.7%
25GMGENERAL MTRS CO$957.2M0.58%-1,585,590-11.0%
26LITELUMENTUM HLDGS INC$946.3M0.57%+21,661+1.6%
27CRWDCROWDSTRIKE HLDGS INC$930.6M0.56%+1,162,506+95.2%
28INSMINSMED INC$922.7M0.55%+1,278,030+29.3%
29BEBLOOM ENERGY CORP$894.9M0.54%-5,352,646-44.8%
30TXNTEXAS INSTRS INC$888.7M0.53%-3,737,599-44.9%
31BKNGBOOKING HOLDINGS INC$868.0M0.52%-122,129-37.2%
32SOFISOFI TECHNOLOGIES INC$866.3M0.52%+1,025,372+1.9%
33UNHUNITEDHEALTH GROUP INC$865.4M0.52%-601,553-15.8%
34VVISA INC$847.9M0.51%+208,777+8.0%
35NETCLOUDFLARE INC$828.4M0.50%+863,013+27.4%
36LITE 1.5 12/15/29LUMENTUM HLDGS INC$805.4M0.48%+1,700,000+2.2%
37ORCLORACLE CORP$780.3M0.47%+2,109,639+66.0%
38ROSTROSS STORES INC$773.4M0.47%-150,300-4.0%
39MMM3M CO$771.8M0.46%+3,498,270+192.6%
40CCITIGROUP INC$771.0M0.46%+2,578,713+61.1%
41SAPSAP SE$729.6M0.44%+1,938,294+83.4%
42ASMLASML HLDG NV$727.0M0.44%+300,268+120.1%
43STXSEAGATE TECHNOLOGY HLDNGS PL$709.0M0.43%+447,201+32.8%
44TAT&T INC$681.0M0.41%-8,519,975-26.6%
45NFLXNETFLIX INC.$669.5M0.40%-9,123,935-56.7%
46NSCNORFOLK SOUTHN CORP$649.6M0.39%-14,920-0.7%
47LMTLOCKHEED MARTIN CORP$638.4M0.38%-557,134-34.5%
48PFEPFIZER INC$615.7M0.37%+8,553,769+64.0%
49TRGPTARGA RES CORP$608.8M0.37%-367,452-13.1%
50AXPAMERICAN EXPRESS CO$607.2M0.37%+1,919,700+2190.5%
51MRKMERCK & CO INC$591.5M0.36%-14,382-0.3%
52BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$580.3M0.35%+139,000,000+49.9%
53BABOEING CO$578.6M0.35%-798,503-21.5%
54HOODROBINHOOD MKTS INC$569.8M0.34%+1,896,603+30.0%
55MAMASTERCARD INCORPORATED$567.7M0.34%+814,801+253.5%
56FCXFREEPORT MCMORAN INC$565.2M0.34%-3,510,687-26.7%
57ABTABBOTT LABORATORIES$554.1M0.33%+3,356,563+164.5%
58BABAALIBABA GROUP HLDG LTD$528.6M0.32%+225,848+5.7%
59COINCOINBASE GLOBAL INC$506.1M0.30%+561,898+24.1%
60LNGCHENIERE ENERGY INC$505.9M0.30%-114,534-6.0%
61CMGCHIPOTLE MEXICAN GRILL INC$502.5M0.30%+7,927,055+102.0%
62ALNYALNYLAM PHARMACEUTICALS INC$487.8M0.29%+630,869+74.8%
63NOWSERVICENOW INC$485.2M0.29%+1,944,924+72.1%
64SHWSHERWIN WILLIAMS CO$476.5M0.29%+87,594+6.3%
65TELTE CONNECTIVITY PLC$472.1M0.28%+1,354,454+149.8%
66GEGE AEROSPACE$467.9M0.28%+1,021,737+162.9%
67IRENIREN LIMITED$467.3M0.28%-6,199,864-31.3%
68JNJJOHNSON & JOHNSON$464.9M0.28%+173,001+10.0%
69LVSLAS VEGAS SANDS CORP$460.0M0.28%+3,512,419+69.9%
70KVUEKENVUE INC$453.1M0.27%-150,207-0.6%
71CIFRCIPHER DIGITAL INC$451.2M0.27%-1,846,082-5.0%
72COFCAPITAL ONE FINL CORP$449.5M0.27%+20,815+0.9%
73BXBLACKSTONE INC$447.5M0.27%+3,652,048+1526.9%
74QQQINVESCO QQQ TR$432.9M0.26%+750,000NEW
75TDTORONTO DOMINION BK ONT$426.3M0.26%-2,115,325-31.7%
76WELLWELLTOWER INC$425.9M0.26%+967,130+81.5%
77WBDWARNER BROS DISCOVERY INC$419.0M0.25%+1,998,497+15.1%
78ORLYOREILLY AUTOMOTIVE INC$410.3M0.25%+3,419,801+333.7%
79ROPROPER TECHNOLOGIES INC$408.5M0.25%-8,450-0.7%
80ASTSAST SPACEMOBILE INC$405.2M0.24%+63,739+1.3%
81CRCLCIRCLE INTERNET GROUP INC$404.9M0.24%+4,029,985+1882.8%
82FISVFISERV INC$398.8M0.24%-3,575,415-33.3%
83MSTR 0 03/01/30STRATEGY INC$398.7M0.24%+456,995,000NEW
84PGPROCTER & GAMBLE CO$396.8M0.24%-1,844,327-40.2%
85ICEINTERCONTINENTAL EXCHANGE IN$390.2M0.23%+206,482+9.1%
86ALBALBEMARLE CORP$371.7M0.22%+594,000+40.2%
87KKRKKR & CO INC$370.5M0.22%+2,658,509+197.4%
88RDDTREDDIT INC$367.8M0.22%-367,361-11.9%
89XOMEXXON MOBIL CORP$367.4M0.22%-697,987-24.4%
90AMATAPPLIED MATLS INC$366.8M0.22%+477,307+80.1%
91BBARRICK MNG CORP$364.9M0.22%-2,432,300-21.4%
92EQTEQT CORP$362.8M0.22%+327,611+6.1%
93CRMSALESFORCE INC$361.6M0.22%-220,099-10.2%
94BRK/BBERKSHIRE HATHAWAY INC DEL$357.3M0.21%-671,511-47.4%
95RKLBROCKET LAB CORP$349.7M0.21%-2,686,311-33.0%
96UBERUBER TECHNOLOGIES INC$344.6M0.21%+37,065+0.8%
97NVONOVO-NORDISK A S$342.2M0.21%+1,861,782+25.0%
98BNSBANK NOVA SCOTIA B C$341.0M0.21%-434,661-8.1%
99BMOBANK MONTREAL MEDIUM$336.7M0.20%-1,255,018-33.5%
100MSMORGAN STANLEY$336.5M0.20%+565,114+38.2%
101RBLXROBLOX CORP$336.4M0.20%-1,587,921-21.1%
102ABNBAIRBNB INC$335.5M0.20%-1,745,147-39.6%
103FANGDIAMONDBACK ENERGY INC$334.0M0.20%-429,717-20.3%
104GSGOLDMAN SACHS GROUP INC$327.1M0.20%-164,387-29.8%
105CLSCELESTICA INC$326.8M0.20%+792,020+215.4%
106FIVEFIVE BELOW INC$322.3M0.19%-647,996-31.5%
107CVXCHEVRON CORPORATION$320.7M0.19%-663,947-30.0%
108MSTRSTRATEGY INC$314.5M0.19%+670,663+36.3%
109GDGENERAL DYNAMICS CORP$313.4M0.19%+669,018+274.1%
110WATWATERS CORP$305.3M0.18%+673,230+191.3%
111DASHDOORDASH INC$304.0M0.18%+856,543+73.3%
112DISDISNEY WALT CO$301.9M0.18%-3,139,292-50.1%
113MRSHMARSH & MCLENNAN COS INC$300.0M0.18%-866,461-33.4%
114ISRGINTUITIVE SURGICAL INC$299.9M0.18%-657,413-50.3%
115CNCCENTENE CORP DEL$298.7M0.18%-880,289-8.8%
116SPOTSPOTIFY TECHNOLOGY S A$296.2M0.18%-701,542-53.5%
117RCIROGERS COMMUNICATIONS INC$294.8M0.18%+2,072,983+37.0%
118CRWVCOREWEAVE INC$287.0M0.17%+1,914,505+106.9%
119SYYSYSCO CORP$282.7M0.17%+3,556,578+874.4%
120LULULULULEMON ATHLETICA INC$281.1M0.17%-5,619-0.3%
121SHELSHELL PLC$277.5M0.17%-3,979,334-57.2%
122FWONKLIBERTY MEDIA CORP DEL$276.9M0.17%+1,000,648+44.3%
123BACBANK AMERICA CORP$276.3M0.17%-7,611,682-57.3%
124CMCANADIAN IMPERIAL BANK OF CO$274.9M0.17%-750,200-20.5%
125IWMISHARES TR$274.8M0.17%+449,677+68.3%
126GNRCGENERAC HLDGS INC$274.3M0.16%-147,545-9.5%
127DOWDOW HLDGS INC$274.1M0.16%-1,589,640-19.5%
128MRNAMODERNA INC$271.8M0.16%-5,809,127-52.1%
129DHRDANAHER CORP DEL$270.8M0.16%+884,799+162.8%
130LINLINDE PLC$270.7M0.16%-124,277-18.5%
131RIGTRANSOCEAN LTD$268.8M0.16%+22,636,968+126.5%
132ADBEADOBE INC$267.0M0.16%-1,598,516-59.3%
133OTISOTIS WORLDWIDE CORP$266.3M0.16%+399,430+13.1%
134MSTR 0 12/01/29STRATEGY INC$265.0M0.16%-100,000,000-24.0%
135HONHONEYWELL INTL INC$264.3M0.16%-1,894,510-61.8%
136ITWILLINOIS TOOL WKS INC$263.0M0.16%+509,120+101.6%
137TERTERADYNE INC$261.4M0.16%+591,756+204.1%
138RTXRTX CORPORATION$259.8M0.16%+542,727+67.5%
139MSTR 0.625 09/15/28STRATEGY INC$257.6M0.15%+153,692,000+191.7%
140MDBMONGODB INC$256.5M0.15%-899,092-46.2%
141CDNSCADENCE DESIGN SYSTEM INC$256.1M0.15%+590,447+178.3%
142ATIATI INC$254.9M0.15%-288,112-14.1%
143AAALCOA CORP$254.1M0.15%+3,499,361+1054.3%
144NIONIO INC$253.2M0.15%-11,481,175-21.5%
145SCHWSCHWAB CHARLES CORP$252.6M0.15%-5,425,061-66.9%
146FICOFAIR ISAAC CORP$251.1M0.15%-193,922-45.2%
147VNOMVIPER ENERGY INC$248.7M0.15%+945,208+21.7%
148AZOAUTOZONE INC$245.7M0.15%+39,377+118.0%
149ADPAUTOMATIC DATA PROCESSING IN$244.9M0.15%+1,096,404+1004.4%
150APPAPPLOVIN CORP$244.3M0.15%-193,838-24.0%
151MPMP MATERIALS CORP$243.8M0.15%+2,398,601+90.4%
152MELIMERCADOLIBRE INC$241.5M0.15%-143,566-50.7%
153TECKTECK RESOURCES LTD$241.2M0.15%+1,388,160+42.4%
154IBITISHARES BITCOIN TRUST ETF$240.5M0.14%+1,561,154+33.2%
155FSLRFIRST SOLAR INC$239.2M0.14%-512,908-29.7%
156FTNTFORTINET INC$239.1M0.14%+762,354+35.2%
157CSGPCOSTAR GROUP INC$238.4M0.14%+5,004,135+552.6%
158EQIXEQUINIX INC$235.5M0.14%+131,837+121.7%
159PLPLANET LABS PBC$231.7M0.14%-1,914,651-18.8%
160MOALTRIA GROUP INC$231.5M0.14%+987,873+39.2%
161ENBENBRIDGE INC$230.5M0.14%+938,327+28.3%
162VRSKVERISK ANALYTICS INC$228.1M0.14%-1,878,558-61.0%
163RYROYAL BK CDA$227.1M0.14%-599,909-29.9%
164CMICUMMINS INC$225.1M0.14%+384,469+1135.9%
165WMTWALMART INC$223.9M0.13%-701,784-28.0%
166AAOIAPPLIED OPTOELECTRONICS INC$222.5M0.13%+494,001+23.1%
167PANWPALO ALTO NETWORKS INC$222.4M0.13%-378,246-21.4%
168CHRWC H ROBINSON WORLDWIDE IN$219.9M0.13%-360,859-21.4%
169MRVLMARVELL TECHNOLOGY INC$217.5M0.13%-3,067,064-58.3%
170LOWLOWES COS INC$216.4M0.13%+21,212+2.4%
171APDAIR PRODUCTS AND CHEMICALS I$215.5M0.13%+522,153+237.6%
172CNXCNX RES CORP$213.8M0.13%-1,052,870-16.0%
173WEC 4.375 06/01/27WEC ENERGY GROUP INC$213.2M0.13%+4,858,000+2.8%
174VGVENTURE GLOBAL INC$212.9M0.13%+13,410,074+13410.1%
175LRCXLAM RESEARCH CORP$212.6M0.13%-1,156-0.1%
176ABBVABBVIE INC$210.9M0.13%-179,446-15.6%
177ALB 7.25 03/01/27ALBEMARLE CORP$210.7M0.13%+225,700+8.4%
178DELLDELL TECHNOLOGIES INC$210.3M0.13%-631,445-33.0%
179WMT2WELLS FARGO & CO$210.0M0.13%-1,148,174-30.3%
180RIVNRIVIAN AUTOMOTIVE INC$209.5M0.13%-10,912,129-43.9%
181SMCISUPER MICRO COMPUTER INC$209.4M0.13%-1,914,659-17.2%
182AALAMERICAN AIRLINES GROUP INC$209.3M0.13%-10,136,118-34.2%
183UUUUENERGY FUELS INC$208.6M0.13%-93,099-0.8%
184GWWWW GRAINGER INC$208.4M0.13%-106,093-35.7%
185MEDPMEDPACE HLDGS INC$207.7M0.12%-95,630-18.1%
186UUNITY SOFTWARE INC$207.3M0.12%+3,553,077+60.3%
187CNP 4.25 08/15/26CENTERPOINT ENERGY INC$206.9M0.12%+2,000,000+1.2%
188BKLNINVESCO EXCH TRADED FD TR II$204.1M0.12%+10,000,000NEW
189TMUST-MOBILE US INC$204.0M0.12%-1,561,411-61.7%
190TTETOTALENERGIES SE$203.9M0.12%+417,428+23.7%
191IBMINTERNATIONAL BUSINESS MACHS$202.8M0.12%-71,121-7.8%
192IDCC 3.5 06/01/27INTERDIGITAL INC$202.7M0.12%+51,837,000NEW
193DVNDEVON ENERGY CORP NEW$201.3M0.12%+2,397,968+149.6%
194ALABASTERA LABS INC$201.0M0.12%-902,619-33.0%
195AMTAMERICAN TOWER CORP$199.6M0.12%-299,631-20.6%
196SBUXSTARBUCKS CORP$199.1M0.12%-1,109,712-33.3%
197SYKSTRYKER CORPORATION$197.4M0.12%+112,118+22.9%
198RGTIRIGETTI COMPUTING INC$196.0M0.12%+9,137,657+189.5%
199KMIKINDER MORGAN INC DEL$196.0M0.12%+2,026,880+53.1%
200ASAMER SPORTS INC$195.4M0.12%-2,688,079-31.2%
201ARMARM HOLDINGS PLC$195.3M0.12%-645,095-33.3%
202DLRDIGITAL RLTY TR INC$194.6M0.12%+886,182+457.9%
203AAGILENT TECHNOLOGIES INC$193.3M0.12%+1,412,521+498.4%
204CATCATERPILLAR INC$192.9M0.12%+50,950+23.0%
205AMEAMETEK INC$190.8M0.11%-536,680-37.6%
206CNMCORE & MAIN INC$189.9M0.11%+1,366,023+55.1%
207BBIOBRIDGEBIO PHARMA INC$189.0M0.11%+331,455+15.0%
208CVSCVS HEALTH CORP$184.0M0.11%-1,091,466-29.9%
209KOCOCA COLA CO$184.0M0.11%-562,141-18.9%
210PDDPDD HOLDINGS INC$182.4M0.11%-2,098,960-54.0%
211BBWIBATH & BODY WORKS INC$181.3M0.11%+3,385,958+53.5%
212KMBKIMBERLY-CLARK CORP$181.2M0.11%-2,456,042-56.7%
213PYPLPAYPAL HLDGS INC$180.2M0.11%+75,973+1.9%
214CFGCITIZENS FINL GROUP INC$177.4M0.11%+1,764,433+147.9%
215VEEVVEEVA SYS INC$175.6M0.11%+600,354+150.3%
216XBISPDR SERIES TRUST$174.7M0.11%+630,015+85.4%
217BLKBLACKROCK INC$174.7M0.11%+92,755+104.4%
218ESTCELASTIC N V$174.6M0.10%+1,458,778+71.7%
219TJXTJX COS INC NEW$174.6M0.10%-396,640-26.6%
220IBNICICI BANK LIMITED$173.9M0.10%+792,467+13.4%
221HLHECLA MINING COMPANY$173.2M0.10%+7,282,345+361.1%
222SHOPSHOPIFY INC$172.5M0.10%-437,275-23.1%
223UPSUNITED PARCEL SVCS INC$169.6M0.10%-207,778-10.8%
224ZSZSCALER INC$168.9M0.10%-329,734-21.5%
225PCVXVAXCYTE INC$166.5M0.10%-765,735-21.1%
226BUDANHEUSER BUSCH INBEV SA NV$165.7M0.10%+242,656+11.3%
227TXRHTEXAS ROADHOUSE INC$164.5M0.10%-219,821-18.1%
228BCEBCE INC$163.5M0.10%+1,227,391+23.4%
229GDDYGODADDY INC$162.8M0.10%-209,702-9.6%
230FFORD MTR CO$162.5M0.10%-703,684-4.8%
231GH 1.25 02/15/31GUARDANT HEALTH INC$162.4M0.10%+91,312,000+1756.0%
232W 3.5 11/15/28WAYFAIR INC$162.2M0.10%-31,323,000-25.3%
233TTWOTAKE-TWO INTERACTIVE SOFTWAR$161.8M0.10%-1,665,241-67.0%
234TTDTHE TRADE DESK INC$156.7M0.09%-456,820-6.2%
235EXELEXELIXIS INC$154.5M0.09%+1,743,058+93.7%
236EXEEXPAND ENERGY CORPORATION$154.5M0.09%+699,369+98.7%
237NEMNEWMONT CORP$153.9M0.09%-1,614,246-53.2%
238JDJD.COM INC$153.7M0.09%-2,102,631-28.8%
239CVNACARVANA CO$150.0M0.09%-675,923-58.6%
240TMOTHERMO FISHER SCIENTIFIC INC$149.4M0.09%+248,705+450.2%
241NDAQNASDAQ INC$148.2M0.09%+753,502+75.9%
242ONTOONTO INNOVATION INC$148.2M0.09%+205,389+39.7%
243CCJCAMECO CORP$147.3M0.09%+886,801+189.0%
244WSMWILLIAMS SONOMA INC$146.2M0.09%-619,413-43.6%
245APLD 2.75 06/01/30APPLIED DIGITAL CORP$146.1M0.09%+41,065,000+293.3%
246CCL1EURCARNIVAL CORP$145.8M0.09%-335,304-5.6%
247BNBROOKFIELD CORP$145.8M0.09%+3,556,242+8012.1%
248VRTVERTIV HOLDINGS CO$144.7M0.09%-932,767-61.8%
249HUTHUT 8 CORP$144.2M0.09%-8,432-0.3%
250NKENIKE INC$143.3M0.09%-717,737-20.9%
251AXTAAXALTA COATING SYS LTD$142.1M0.09%+2,112,571+70.0%
252WMBWILLIAMS COS INC$141.8M0.09%+1,342,223+221.4%
253NOCNORTHROP GRUMMAN CORP$141.8M0.09%-176,687-46.0%
254TDOC 1.25 06/01/27TELADOC HEALTH INC$141.1M0.08%+7,500,000+5.4%
255EXPDEXPEDITORS INTL WASH INC$141.1M0.08%+772,403+363.1%
256PMPHILIP MORRIS INTL INC$140.6M0.08%-784,623-48.0%
257FLRFLUOR CORP$140.2M0.08%-874,093-22.5%
258OREALTY INCOME CORP$139.5M0.08%+1,967,665+628.7%
259NRGNRG ENERGY INC$139.5M0.08%-675,720-41.5%
260SPGIS&P GLOBAL INC$138.7M0.08%+150,925+86.1%
261TEAMATLASSIAN CORPORATION$138.0M0.08%+408,218+25.3%
262CTRICENTURI HOLDINGS INC$137.7M0.08%+910,089+23.9%
263WULFTERAWULF INC$137.4M0.08%-11,485,217-54.7%
264JBHTHUNT J B TRANS SVCS INC$137.2M0.08%+110,030+20.5%
265QSQUANTUMSCAPE CORP$137.0M0.08%+5,458,178+34.1%
266ICLRICON PLC$136.4M0.08%+577,336+88.2%
267KMXCARMAX INC$135.2M0.08%-701,033-17.7%
268PPCPILGRIMS PRIDE CORP$135.1M0.08%+791,952+28.4%
269DECKDECKERS OUTDOOR CORP$133.1M0.08%-483,419-26.7%
270FIXCOMFORT SYS USA INC$132.5M0.08%-28,222-22.7%
271FCNCAFIRST CTZNS BANCSHARES INC D$132.4M0.08%-14,949-17.5%
272NLYANNALY CAPITAL MANAGEMENT IN$132.2M0.08%-555,353-8.2%
273MNDYMONDAY COM LTD$129.6M0.08%+1,358,878+263.0%
274BTGB2GOLD CORP$128.0M0.08%-8,002,044-22.1%
275TPRTAPESTRY INC$127.2M0.08%+654,033+264.0%
276CPNGCOUPANG INC$126.4M0.08%-2,772,935-29.3%
277UALUNITED AIRLS HLDGS INC$125.9M0.08%-795,883-36.8%
278SNOWSNOWFLAKE INC$125.9M0.08%-453,403-35.2%
279VZVERIZON COMMUNICATIONS INC$125.8M0.08%-2,808,773-52.9%
280APLDAPPLIED DIGITAL CORP$125.6M0.08%-5,788,909-52.2%
281DEDEERE & CO$125.6M0.08%-132,211-37.2%
282WCNWASTE CONNECTIONS INC$124.8M0.08%+634,675+474.5%
283DUK 4.125 04/15/26DUKE ENERGY CORP NEW$124.6M0.07%+107,873,000+2157.5%
284QRVOQORVO INC$123.9M0.07%-367,449-18.7%
285HPEHEWLETT PACKARD ENTERPRISE C$123.8M0.07%-9,172,323-63.8%
286AMPAMERIPRISE FINL INC$123.8M0.07%-92,194-24.9%
287LLYVKLIBERTY LIVE HOLDINGS INC$123.4M0.07%+142,314+12.2%
288ANETARISTA NETWORKS INC$123.3M0.07%-695,830-40.9%
289CLFCLEVELAND-CLIFFS INC NEW$123.2M0.07%+1,843,382+14.5%
290HALOHALOZYME THERAPEUTICS INC$122.8M0.07%+249,942+15.2%
291SUSUNCOR ENERGY INC NEW$122.5M0.07%-1,050,824-36.2%
292JEFJEFFERIES FINANCIAL GROUP IN$122.3M0.07%+1,654,025+126.4%
293NEE 7.375 02/15/29NEXTERA ENERGY INC$122.0M0.07%+2,425,000NEW
294ELVELEVANCE HEALTH INC FORMERLY$121.3M0.07%-149,104-26.5%
295PNW 4.75 06/15/27PINNACLE WEST CAP CORP$121.0M0.07%+26,032,000+32.7%
296AURAURORA INNOVATION INC$120.9M0.07%-5,124,718-14.9%
297DOCUDOCUSIGN INC$120.8M0.07%+2,471,812+3269.6%
298OXYOCCIDENTAL PETE CORP$120.7M0.07%-1,026,537-35.6%
299VALEVALE S A$120.4M0.07%+6,155,583+435.2%
300TUTELUS CORPORATION$119.8M0.07%+2,848,160+44.0%
301MCDMCDONALDS CORP$118.1M0.07%-2,004,221-84.1%
302NEE 7.299 06/01/27NEXTERA ENERGY INC$117.5M0.07%+475,000+29.6%
303HUMHUMANA INC$117.5M0.07%-14,765-2.1%
304PEPPEPSICO INC$117.2M0.07%-140,803-15.7%
305DTDYNATRACE INC$116.9M0.07%+1,561,358+97.6%
306NET 0 08/15/26CLOUDFLARE INC$115.5M0.07%-26,511,000-21.2%
307JBSJBS N.V.$114.8M0.07%-815,695-11.3%
308LUNRINTUITIVE MACHINES INC$114.4M0.07%+2,569,287+71.5%
309AGFIRST MAJESTIC SILVER CORP$113.6M0.07%+4,389,810+487.9%
310CIFR 1.75 05/15/30CIPHER DIGITAL INC$112.7M0.07%+24,229,000+195.4%
311PLUGPLUG PWR INC$112.3M0.07%+26,591,202+115.2%
312PTCTPTC THERAPEUTICS INC$111.8M0.07%-104,610-6.0%
313VRTXVERTEX PHARMACEUTICALS INC$111.2M0.07%+206,460+485.8%
314RRXREGAL REXNORD CORPORATION$111.1M0.07%+231,253+63.8%
315ORCL 6.5 01/15/29 DORACLE CORP$111.0M0.07%+2,421,500NEW
316QQNITY ELECTRONICS INC$110.9M0.07%-2,623,376-73.2%
317ADSKAUTODESK INC$109.3M0.07%+257,109+128.8%
318VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$109.3M0.07%-1,966,000-2.6%
319MCOMOODYS CORP$108.4M0.07%+81,573+48.9%
320RUNSUNRUN INC$108.3M0.07%-4,685,851-37.0%
321ENPHENPHASE ENERGY INC$108.3M0.07%-2,050,736-41.7%
322ARANTERO RESOURCES CORP$108.0M0.06%-1,592,580-38.5%
323MTDMETTLER TOLEDO INTERNATIONAL$107.4M0.06%+70,135+467.9%
324BBIO 1.75 03/01/31BRIDGEBIO PHARMA INC$106.5M0.06%+62,780,000NEW
325SOXXISHARES TR$106.0M0.06%+322,500NEW
326DKNG 0 03/15/28DRAFTKINGS INC NEW$105.1M0.06%+28,000,000+31.6%
327RVMDREVOLUTION MEDICINES INC$104.9M0.06%-535,232-33.2%
328EXLSEXLSERVICE HLDGS INC$104.8M0.06%+1,561,278+83.0%
329FMCFMC CORP$104.8M0.06%-66,952-1.1%
330LUMNLUMEN TECHNOLOGIES INC$104.5M0.06%+10,991,007+271.8%
331MIDDMIDDLEBY CORP$103.6M0.06%-210,470-21.2%
332AMGNAMGEN INC$102.9M0.06%+128,532+78.4%
333AVTRAVANTOR INC$102.8M0.06%+6,894,751+110.9%
334AXSMAXSOME THERAPEUTICS INC.$102.6M0.06%+49,352+8.8%
335SLFSUN LIFE FINANCIAL INC.$102.4M0.06%+192,278+13.3%
336BTEBAYTEX ENERGY CORP$100.9M0.06%+9,558,534+73.5%
337KLACKLA CORP$99.6M0.06%+5,137+8.2%
338NTRANATERA INC$98.3M0.06%-62,271-11.2%
339ARGXARGENX SE$97.9M0.06%+9,389+7.5%
340NVRIENVIRI CORP$97.7M0.06%+583,962+13.3%
341XMESPDR SERIES TRUST$97.5M0.06%+777,383+620.4%
342RLRALPH LAUREN CORP$97.2M0.06%+116,610+70.3%
343IBRXIMMUNITYBIO INC$96.4M0.06%+12,571,597NEW
344WWAYFAIR INC$94.3M0.06%-1,524,541-54.9%
345GLXYGALAXY DIGITAL INC.$94.1M0.06%+4,995,241+4660.0%
346AWK 3.625 06/15/26AMERICAN WTR CAP CORP$93.9M0.06%HELD
347LENLENNAR CORP$93.6M0.06%+52,364+5.1%
348HASHASBRO INC$93.5M0.06%+407,743+68.9%
349LLYVALIBERTY LIVE HOLDINGS INC$93.3M0.06%+59,656+6.2%
350YMMFULL TRUCK ALLIANCE CO LTD$93.3M0.06%+10,232,635+1015.7%
351HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$93.1M0.06%+1,430,000NEW
352EMREMERSON ELEC CO$92.0M0.06%+628,949+857.3%
353ATMUATMUS FILTRATION TECHNOLOGIE$92.0M0.06%+176,783+12.2%
354PGRPROGRESSIVE CORP$92.0M0.06%-156,402-25.2%
355VICIVICI PPTYS INC$91.9M0.06%-1,549,749-31.5%
356CHTRCHARTER COMMUNICATIONS INC$91.0M0.05%-40,791-8.8%
357AGIOAGIOS PHARMACEUTICALS INC$90.7M0.05%+819,883+44.0%
358ACMAECOM$90.1M0.05%+703,291+195.9%
359MGAMAGNA INTL INC$89.5M0.05%+1,499,554+1447.2%
360FLNCFLUENCE ENERGY INC$89.3M0.05%+53,140+0.8%
361VSTVISTRA CORP$89.3M0.05%-503,765-45.9%
362SESEA LTD$89.0M0.05%-185,539-14.7%
363AERAERCAP HOLDINGS NV$89.0M0.05%-860,447-57.0%
364NBISNEBIUS GROUP N.V.$88.4M0.05%-536,837-38.7%
365FISFIDELITY NATL INFORMATION SV$87.7M0.05%+283,144+17.8%
366ALCALCON AG$87.5M0.05%+83,409+7.7%
367BAMBROOKFIELD ASSET MANAGMT LTD$87.1M0.05%+568,862+40.9%
368EATBRINKER INTL INC$86.9M0.05%-1,015,079-62.5%
369NIO 3.875 10/15/29NIO INC$86.9M0.05%+10,000,000+13.4%
370CENXCENTURY ALUM CO$86.7M0.05%+286,132+24.0%
371COIN 0.25 04/01/30COINBASE GLOBAL INC$86.4M0.05%+69,871,000+303.8%
372ETSY 0.25 06/15/28ETSY INC$86.0M0.05%HELD
373PNFPPINNACLE FINL PARTNERS INC$86.0M0.05%+998,104NEW
374PHPARKER-HANNIFIN CORP$86.0M0.05%+94,073+4814.4%
375CCEPCOCA-COLA EUROPACIFIC PARTNE$86.0M0.05%+677,030+249.8%
376WWDWOODWARD INC$85.8M0.05%-46,462-16.2%
377NGNOVAGOLD RESOURCES INC$85.7M0.05%+731,408+8.3%
378LYVLIVE NATION ENTERTAINMENT IN$85.7M0.05%-233,354-29.4%
379ETSY 0.125 10/01/26ETSY INC$85.1M0.05%-21,000,000-19.5%
380MNSTMONSTER BEVERAGE CORP NEW$84.6M0.05%+396,871+51.5%
381EWYISHARES INC$83.9M0.05%+681,987NEW
382EIXEDISON INTL$83.4M0.05%-1,152,821-50.3%
383GH 0 11/15/27GUARDANT HEALTH INC$83.1M0.05%-7,850,000-8.8%
384MDTMEDTRONIC PLC$83.0M0.05%-174,599-15.4%
385ULTAULTA BEAUTY INC$82.3M0.05%-95,864-37.8%
386EQXCN 4.75 10/15/28EQUINOX GOLD CORP$81.8M0.05%+17,920,000+112.7%
387EQHEQUITABLE HLDGS INC$81.7M0.05%+581,362+35.9%
388CAHCARDINAL HEALTH INC$81.5M0.05%-166,667-30.2%
389ACNACCENTURE PLC IRELAND$81.4M0.05%-119,641-22.6%
390KMPRKEMPER CORP$81.1M0.05%+365,033+15.9%
391MOG/AMOOG INC$80.7M0.05%-16,794-5.7%
392TSNTYSON FOODS INC$80.2M0.05%+674,038+116.6%
393PPLPPL CORP$80.1M0.05%+924,093+78.7%
394GEVGE VERNOVA INC$80.0M0.05%-612,565-87.0%
395CSTMCONSTELLIUM SE$79.5M0.05%+179,285+5.9%
396HBANHUNTINGTON BANCSHARES INC$79.2M0.05%+4,573,617+936.2%
397GDSGDS HLDGS LTD$79.2M0.05%+1,964,818NEW
398ARKKARK ETF TR$79.0M0.05%+364,767+45.4%
399CARRCARRIER GLOBAL CORPORATION$78.8M0.05%-4,241,639-75.2%
400SATSECHOSTAR CORP$78.6M0.05%+169,137+33.7%
401BIDUBAIDU INC$78.6M0.05%-782,060-52.6%
402PBAPEMBINA PIPELINE CORP$78.1M0.05%+899,543+106.4%
403PCTYPAYLOCITY HLDG CORP$78.0M0.05%-1,017-0.1%
404TXTTEXTRON INC$77.8M0.05%+403,475+83.1%
405JBLJABIL INC$77.7M0.05%-514,257-63.7%
406DVADAVITA INC$77.6M0.05%-36,393-6.7%
407AXONAXON ENTERPRISE INC$77.4M0.05%-22,583-11.0%
408MODMODINE MFG CO$77.3M0.05%+338,206+1849.2%
409CRDOCREDO TECHNOLOGY GROUP HOLDI$77.0M0.05%-988,357-54.6%
410SQMSOCIEDAD QUIMICA Y MINERA DE$76.9M0.05%+746,838+368.0%
411TCOMTRIP COM GROUP LTD$76.8M0.05%+623,208+67.8%
412XYLXYLEM INC$76.7M0.05%+264,816+70.2%
413PTONPELOTON INTERACTIVE INC$76.7M0.05%+569,805+3.3%
414LDOSLEIDOS HOLDINGS INC$76.6M0.05%+484,090+5638.1%
415SMHVANECK ETF TRUST$76.5M0.05%+199,461NEW
416FSLYFASTLY INC$76.3M0.05%+1,990,019+313.9%
417FTVFORTIVE CORP$76.2M0.05%+1,378,777NEW
418UNMUNUM GROUP$76.2M0.05%+499,941+92.1%
419NTNX 0.25 10/01/27NUTANIX INC$75.7M0.05%HELD
420AEOAMERICAN EAGLE OUTFITTERS IN$75.4M0.05%-3,404,768-43.0%
421OSCROSCAR HEALTH INC$75.4M0.05%-176,577-2.6%
422OHIOMEGA HEALTHCARE INVS INC$74.9M0.05%+932,328+119.8%
423ARWRARROWHEAD PHARMACEUTICALS IN$74.8M0.04%+1,028,774+627.1%
424SONYSONY GROUP CORP$74.1M0.04%+3,581,856NEW
425CEGCONSTELLATION ENERGY CORP$74.0M0.04%-38,924-12.8%
426IONQIONQ INC$73.7M0.04%+455,783+21.7%
427UCTTULTRA CLEAN HLDGS INC$73.6M0.04%+231,103+24.3%
428COKECOCA COLA CONS INC$73.5M0.04%+20,944+5.8%
429NTLAINTELLIA THERAPEUTICS INC$73.4M0.04%+314,013+5.8%
430YOUCLEAR SECURE INC$73.3M0.04%+869,961+134.9%
431FSMFORTUNA MNG CORP$72.4M0.04%-507,813-6.5%
432IVZINVESCO LTD$72.2M0.04%+1,952,472+191.7%
433CHDCHURCH & DWIGHT CO INC$72.1M0.04%+174,358+29.1%
434COGTCOGENT BIOSCIENCES INC$71.9M0.04%-379,415-16.9%
435UNFIUNITED NAT FOODS INC$71.5M0.04%-222,257-12.3%
436DSGXDESCARTES SYS GROUP INC$71.4M0.04%+189,626+23.5%
437EDCONSOLIDATED EDISON INC$71.3M0.04%+102,841+19.5%
438GVA 3.75 05/15/28GRANITE CONSTR INC$71.0M0.04%-19,000,000-41.3%
439UTHRUNITED THERAPEUTICS CORP DEL$70.6M0.04%-189,065-61.4%
440ICHRICHOR HOLDINGS$70.5M0.04%+105,137+7.5%
441GLOBGLOBANT S A$70.2M0.04%-419,003-21.6%
442TOSTTOAST INC$69.9M0.04%+443,100+20.2%
443ARMKARAMARK$69.7M0.04%+88,588+5.4%
444CAKECHEESECAKE FACTORY INC$69.2M0.04%+1,206,092+2090.3%
445MCKMCKESSON CORP$69.0M0.04%-74,616-48.3%
446GPCGENUINE PARTS CO$68.6M0.04%-37,813-5.5%
447OPENOPENDOOR TECHNOLOGIES INC$68.6M0.04%-1,547,077-9.5%
448OKTA 0.375 06/15/26OKTA INC$68.4M0.04%HELD
449PUMPPROPETRO HLDG CORP$68.4M0.04%+925,280+24.2%
450CCCHEMOURS CO$68.3M0.04%+180,486+6.2%
451COPCONOCOPHILLIPS$67.8M0.04%-173,999-25.3%
452FOUR 6 05/01/28SHIFT4 PMTS INC$67.7M0.04%-315,500-20.3%
453DOCSDOXIMITY INC$67.6M0.04%+2,012,639+226.5%
454RIOTRIOT PLATFORMS INC$67.4M0.04%HELD
455MARMARRIOTT INTL INC NEW$67.3M0.04%+178,650+655.7%
456MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS$67.3M0.04%+3,500,000+6.6%
457VSCOVICTORIAS SECRET AND CO$67.3M0.04%+554,793+61.9%
458CLSKCLEANSPARK INC$67.2M0.04%+3,551,754+81.7%
459LEUCENTRUS ENERGY CORP$67.1M0.04%-634,793-62.2%
460AMKRAMKOR TECHNOLOGY INC$67.0M0.04%+1,333,979+861.8%
461KBRKBR INC$67.0M0.04%-338,397-15.7%
462MDGLMADRIGAL PHARMACEUTICALS INC$66.7M0.04%-66,315-34.2%
463IRTCIRHYTHM HOLDINGS INC$66.6M0.04%+203,697+56.5%
464ADNTADIENT PLC$66.4M0.04%-153,365-4.5%
465PENPENUMBRA INC$66.3M0.04%+194,426+2584.1%
466SMCI 2.25 07/15/28SUPER MICRO COMPUTER INC$66.2M0.04%+75,781,000NEW
467NVAXNOVAVAX INC$65.9M0.04%+1,685,660+26.3%
468SLBSLB LIMITED$65.8M0.04%-1,830,605-58.8%
469IBBISHARES TR$65.7M0.04%+349,812+891.4%
470CRSCARPENTER TECHNOLOGY CORP$65.7M0.04%-140,918-45.8%
471BJBJS WHSL CLUB HLDGS INC$65.4M0.04%-145,945-18.0%
472SRESEMPRA$65.4M0.04%+627,331+1380.6%
473EXPEAGLE MATLS INC$65.4M0.04%+264,518+328.6%
474LBRTLIBERTY ENERGY INC$65.0M0.04%+931,850+70.3%
475TRPTC ENERGY CORP$65.0M0.04%+14,887+1.5%
476NEENEXTERA ENERGY INC$64.3M0.04%-378,462-35.3%
477BMYBRISTOL-MYERS SQUIBB CO$64.3M0.04%-578,425-35.3%
478OCOWENS CORNING NEW$64.2M0.04%-127,803-17.7%
479PBFPBF ENERGY INC$64.2M0.04%+585,717+76.9%
480FEFIRSTENERGY CORP$64.1M0.04%+99,616+8.6%
481SSNCSS&C TECH HLDGS$63.6M0.04%+866,634+1155.5%
482SBSWSIBANYE STILLWATER LTD$63.4M0.04%+1,592,058+44.8%
483NTRNUTRIEN LTD$63.3M0.04%-11,172-1.3%
484USFDUS FOODS HLDG CORP$62.9M0.04%+656,259+2498.1%
485SNAP 0.5 05/01/30SNAP INC$62.4M0.04%-79,444,000-50.7%
486TMETENCENT MUSIC ENTMT GROUP$61.9M0.04%+4,713,758+240.9%
487INSPINSPIRE MED SYS INC$61.9M0.04%-12,525-1.0%
488ROKROCKWELL AUTOMATION INC$61.8M0.04%+141,653+465.2%
489LOGILOGITECH INTL S A$61.1M0.04%+173,913+35.0%
490ATRAPTARGROUP INC$60.7M0.04%+284,813+144.5%
491HDBHDFC BANK LTD$60.3M0.04%+2,417,298+29616.5%
492BURLBURLINGTON STORES INC$60.3M0.04%+96,250+108.0%
493DDOGDATADOG INC$60.1M0.04%-1,108,515-68.5%
494BRKR 6.375 09/01/28BRUKER CORP$59.0M0.04%HELD
495ARQTARCUTIS BIOTHERAPEUTICS INC$58.8M0.04%-186,865-7.0%
496DALDELTA AIR LINES INC$58.6M0.04%-1,361,452-60.7%
497BWABORGWARNER INC$58.5M0.04%+946,029+719.5%
498COCOVITA COCO CO INC$58.2M0.03%-95,323-7.3%
499CVLTCOMMVAULT SYS INC$58.1M0.03%+733,546+6107.8%
500BEPCBROOKFIELD RENEWABLE CORP$58.0M0.03%+792,033+119.3%

Source: SEC EDGAR · accession 0001104659-26-062472. 13F discloses long positions only — shorts, foreign equities, and options are excluded.