---
name: Copy D. E. Shaw & Co.
kind: hedgecopy-fund
cik: 0001009207
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy D. E. Shaw & Co. (13F follow-the-filing)

D. E. Shaw & Co. files a 13F-HR with the SEC each quarter (CIK 0001009207). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +27.0% vs SPY +22.9% (alpha +4.0%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +19.2% vs SPY +17.3%
- Follow-the-filing TTM: +18.5% vs SPY +16.2% (alpha +2.3%)
- Quarters of history: 17; average coverage 86%; flags: hard_to_copy

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 6.8% |
| 2 | NVDA | NVIDIA CORPORATION | 2.6% |
| 3 | GOOGL | ALPHABET INC | 1.8% |
| 4 | AMZN | AMAZON COM INC | 1.7% |
| 5 | GOOG | ALPHABET INC | 1.5% |
| 6 | META | META PLATFORMS INC | 1.2% |
| 7 | TSLA | TESLA INC | 1.2% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 1.2% |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | 1.1% |
| 10 | AAPL | APPLE INC | 1.1% |
| 11 | HD | HOME DEPOT INC | 1.0% |
| 12 | MSFT | MICROSOFT CORP | 0.9% |
| 13 | — | SEAGATE TECHNOLOGY HLDNGS PL | 0.8% |
| 14 | SNDK | SANDISK CORP | 0.8% |
| 15 | BE | BLOOM ENERGY CORP | 0.8% |
| 16 | WDC | WESTERN DIGITAL CORP | 0.8% |
| 17 | INTC | INTEL CORP | 0.8% |
| 18 | GM | GENERAL MTRS CO | 0.8% |
| 19 | BSX | BOSTON SCIENTIFIC CORP | 0.7% |
| 20 | WBD | WARNER BROS DISCOVERY INC | 0.7% |

## 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.
- Type: Multi-strategy, Quant, Long/short equity
- Founders: David E. Shaw
- Key people: Anne Dinning (Managing Director and Chair of the Executive Committee); Max Stone (Managing Director and Member of the Executive Committee); Eric Wepsic (Member of the Executive Committee); Eddie Fishman (Managing Director, Member of the Executive Committee, and Chief Operating Officer); Alexis Halaby (Member of the Executive Committee); Edwin Jager (Managing Director and Member of the Executive Committee)
- Founded 1988 · HQ New York City, USA
- Reported AUM: $115.0bn (as of September 1, 2026)
- Website: https://www.deshaw.com

### 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 Services (1990s): 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 LLC (2015): 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._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001009207"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.