Generalist · New York, NY
D. E. Shaw & CO., INC.
- Software
- $11.0B
- Weight of 13F
- 5.0%
- Names
- 116
- Vs prior quarter
- +$574M
Filed 14 August 2026.
6,298 positions in the whole 13F.
Software held
- CrowdStrikeCRWD2,133,301 shares · 14.8% of their software$1.6B+$920M
- MicrosoftMSFT3,563,793 shares · 12.1% of their software$1.3B−$954M
- FortinetFTNT4,849,811 shares · 6.8% of their software$745M+$511M
- CloudflareNET116,808,802 shares · 5.7% of their software$625M+$244M
- IntuitINTU2,135,509 shares · 5.1% of their software$557M+$550M
- OracleORCL5,008,423 shares · 4.9% of their software$533M+$117M
- PalantirPLTR3,261,919 shares · 3.5% of their software$381M−$190M
- UnityU67,078,560 shares · 2.9% of their software$317M+$84.3M
- ShopifySHOP2,394,385 shares · 2.5% of their software$273M+$101M
- ElasticESTC4,787,065 shares · 2.5% of their software$273M+$99.9M
- MongoDBMDB710,220 shares · 2.2% of their software$239M+$10.5M
- ZoomZM2,736,806 shares · 2.2% of their software$236M+$179M