D. E. Shaw & Co.
David Shaw · CIK 0001009207 · latest 13F for 2026-06-30 filed 2026-08-14
Estimated from 13F holdings — long US equities only; follow-the-filing returns are net of an assumed 10 bps per unit of turnover.
About the fund
The D. E. Shaw group is a global investment management firm known for its pioneering use of quantitative and computational techniques in finance. The firm manages a diverse range of investment strategies across public and private markets, combining systematic models with fundamental human-driven insights.
Strategy
Systematic, discretionary, and hybrid investment strategies using quantitative and fundamental analysis.
Investment approach
The firm employs a rigorous research- and data-driven approach, utilizing a combination of systematic strategies based on quantitative and computational techniques and discretionary strategies based on fundamental human analysis. It also deploys hybrid strategies that integrate both approaches. The firm's investment activities span public and private markets, with a strong emphasis on risk management integrated into every aspect of portfolio management.
History
Founded in 1988 by David E. Shaw in New York City, the firm became a pioneer in computational finance. Over more than 35 years, it has expanded from its early focus on quantitative strategies to include fundamental analysis and discretionary investing across global markets. The firm has also launched various ventures, including the renewable energy developer DESRI and the financial technology firm Arcesium.
Notable positions & campaigns
- Juno Online Services1990s — Early technology-oriented venture launched by the firm.
- DESRI (D. E. Shaw Renewable Investments)2005 — Major developer, owner, and operator of renewable energy projects built by the firm.
- Arcesium LLC2015 — Financial technology firm formed by the firm to provide post-trade technology and services.
Profile generated 2026-10-09 from public sources; may be incomplete or out of date.
- Founded by
- David E. Shaw
- Founded
- 1988
- HQ
- New York City, USA
- Reported AUM
- $115.0bn (as of September 1, 2026)
- Website
- deshaw.com
Management
- Anne DinningManaging Director and Chair of the Executive Committee
- Max StoneManaging Director and Member of the Executive Committee
- Eric WepsicMember of the Executive Committee
- Eddie FishmanManaging Director, Member of the Executive Committee, and Chief Operating Officer
- Alexis HalabyMember of the Executive Committee
- Edwin JagerManaging Director and Member of the Executive Committee
Holdings heatmap
Latest 13F (2026-06-30): top 50 positions grouped by sector, sized by weight, coloured by the change in weight since the previous 13F.
Holdings map
Each tile is a position, sized by reported value and coloured by the stock's own price return (red down, green up) — the LiquidRound / finviz-style map.
Copy portfolio vs SPY
Growth of $1 following each filing the trading day after it was filed.
Top holdings
Latest 13F (2026-06-30).
| # | Ticker | Value | Weight |
|---|---|---|---|
| 1 | SPY | $10.5B | 6.8% |
| 2 | NVDA | $4.0B | 2.6% |
| 3 | GOOGL | $2.8B | 1.8% |
| 4 | AMZN | $2.6B | 1.7% |
| 5 | GOOG | $2.4B | 1.5% |
| 6 | META | $1.9B | 1.2% |
| 7 | TSLA | $1.8B | 1.2% |
| 8 | AMD | $1.8B | 1.2% |
| 9 | CRWD | $1.6B | 1.1% |
| 10 | AAPL | $1.6B | 1.1% |
| 11 | HD | $1.5B | 1.0% |
| 12 | MSFT | $1.3B | 0.9% |
| 13 | — | $1.3B | 0.8% |
| 14 | SNDK | $1.3B | 0.8% |
| 15 | BE | $1.3B | 0.8% |
| 16 | WDC | $1.2B | 0.8% |
| 17 | INTC | $1.2B | 0.8% |
| 18 | GM | $1.2B | 0.8% |
| 19 | BSX | $1.1B | 0.7% |
| 20 | WBD | $1.1B | 0.7% |
| 21 | AVGO | $1.0B | 0.7% |
| 22 | MA | $1.0B | 0.7% |
| 23 | BRK-B | $961M | 0.6% |
| 24 | COF | $919M | 0.6% |
| 25 | SPCX | $912M | 0.6% |
Sector mix
Top-25 holdings by weight.
Changes this quarter
| Move | Ticker | Prev wt | Now wt |
|---|---|---|---|
| added | SPY | 0.4% | 6.8% |
| trimmed | MSFT | 1.9% | 0.9% |
| trimmed | AVGO | 1.7% | 0.7% |
| added | AMZN | 0.8% | 1.7% |
| trimmed | TSM | 0.9% | 0.2% |
| new | SPCX | 0.0% | 0.6% |
| trimmed | JPM | 0.9% | 0.3% |
| trimmed | TGT | 0.8% | 0.3% |
| trimmed | AMD | 0.7% | 1.2% |
| trimmed | TXN | 0.7% | 0.2% |
| trimmed | ROST | 0.6% | 0.2% |
| trimmed | SAP | 0.6% | 0.1% |
| trimmed | MU | 1.0% | 0.6% |
| added | CRWD | 0.6% | 1.1% |
| added | MRVL | 0.0% | 0.5% |
| added | NVDA | 2.2% | 2.6% |
| trimmed | AAPL | 1.5% | 1.1% |
| added | BRK-B | 0.2% | 0.6% |
| added | — | 0.4% | 0.8% |
| trimmed | — | 0.5% | 0.0% |
Quarterly copy returns
Each 13F held from the day after filing until the next filing.
| 13F period | Copy | SPY | Alpha | Coverage |
|---|---|---|---|---|
| 2026-06-30 | -2.0% | +0.4% | -2.4% | 89% |
| 2026-03-31 | +7.7% | +4.9% | +2.8% | 88% |
| 2025-12-31 | +8.5% | +7.9% | +0.6% | 89% |
| 2025-09-30 | +7.6% | +3.4% | +4.2% | 85% |
| 2025-06-30 | +4.1% | +3.7% | +0.4% | 84% |
| 2025-03-31 | +9.3% | +8.6% | +0.7% | 85% |
| 2024-12-31 | -3.3% | -2.5% | -0.8% | 87% |
| 2024-09-30 | +7.4% | +4.7% | +2.6% | 85% |
| 2024-06-30 | +10.2% | +6.2% | +3.9% | 84% |
| 2024-03-31 | +3.9% | +4.9% | -1.1% | 85% |
| 2023-12-31 | +4.4% | +5.6% | -1.3% | 84% |
| 2023-09-30 | +14.2% | +12.1% | +2.1% | 80% |
| 2023-06-30 | +0.4% | +1.9% | -1.5% | 80% |
| 2023-03-31 | +9.3% | +8.4% | +1.0% | 81% |
| 2022-12-31 | -5.3% | -0.5% | -4.8% | 79% |
| 2022-09-30 | +5.6% | +4.4% | +1.2% | 77% |
Filing dates
- 2026-08-1413F-HR for 2026-06-30 · $210.2B · 6,298 rows
- 2026-05-1513F-HR for 2026-03-31 · $166.3B · 5,804 rows
- 2026-02-1713F-HR for 2025-12-31 · $182.4B · 5,839 rows
- 2025-11-1413F-HR for 2025-09-30 · $177.2B · 5,726 rows
- 2025-08-1413F-HR for 2025-06-30 · $141.1B · 5,528 rows
- 2025-05-1513F-HR for 2025-03-31 · $112.3B · 5,466 rows
- 2025-02-1413F-HR for 2024-12-31 · $136.3B · 5,526 rows
- 2024-11-1413F-HR/A for 2024-03-31 · $17M · 1 rows
- 2024-11-1413F-HR/A for 2023-12-31 · $22M · 1 rows
- 2024-11-1413F-HR for 2024-09-30 · $116.5B · 5,681 rows
- 2024-08-1413F-HR for 2024-06-30 · $106.9B · 5,631 rows
- 2024-05-1513F-HR for 2024-03-31 · $116.8B · 5,519 rows
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