D E Shaw Investment Management LLC

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Assets, Funds, Holdings

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D E Shaw Investment Management LLC
CRD #135284
SEC #801-64222
CIK #0001009207, 0001277502, 0001009268
AUM $21.0 B (2025-06-06)
Employees 48 (96% Investors, 17% Brokers)
Phone212-478-0000
AddressTwo Manhattan West
New York, NY 10001
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
40322416802005201220192026
Sector Form 13F Holdings Value ($B)
Nvidia Corp 5.0
Apple Inc 3.4
Microsoft Corp 2.3
Palantir Technologies Inc 2.0
Netflix Inc 1.9
Micron Technology Inc 1.8
Priceline Com Inc 1.5
Amazon Com Inc 1.5
Tesla Motors Inc 1.5
Facebook Inc 1.3
View All
Holdings by Sector ($B)
15012090603002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF D E Shaw Lithic HV Portfolios LLC [2025-06-06] 0.0 0.0
HF D E Shaw Lithic XTM Portfolios LLC [2025-06-06] 0.0 112.2
HF D E Shaw All Country Global Value Active Portfolios LLC [2023-11-16] 219.2 270.1
HF D E Shaw US Broad Market Core Enhanced Plus Carbon Exposure Reduction Target Portfolios LLC [2023-11-16] 114.4 159.8
HF D E Shaw All Country Global Alpha Plus Portfolios II LLC [2022-11-28] 117.5 236.4
HF D E Shaw Lithic Portfolios LLC [2022-11-22] 1,021.5 2,712.9
HF D E Shaw US Broad Market Core Alpha Extension Special Fund II Ma LLC [2021-03-31] 118.7 0.0
HF D E Shaw World Alpha Extension Custom Fund LLC [2019-08-14] 575.0 562.4
HF D E Shaw All Country Global Alpha Plus Portfolios LLC [2019-05-29] 694.6 481.0
HF D E Shaw US Broad Market Core Alpha Extension Custom Portfolios LLC [2019-05-29] 458.6 36.2
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 9.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 17 9.9
(g) Pension and profit sharing plans 0 0.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 1.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 23 21.0
By Discretionary
Discretionary 23 21.0
Non-Discretionary 0 0.0
Total 23 21.0
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 20.8
Total 23 21.0
Form D Directors # Filings # Firms 2011 - 2025
D E Shaw Investment Management LLC 24
D E Shaw Investment Management Offshore GP LLC 6
D E Shaw Lithic XTM GP LLC 1
D E Shaw Bmcae Special Fund GP LLC 1
D E Shaw US Broad Market Core Alpha Plus Special Fund GP LLC 1
D E Shaw All Country Global Alpha Plus Special Fund GP LLC 1
D E Shaw All Country Global Alpha Extension Custom Fund GP LLC 1
D E Shaw Value All Country Alpha Extension Fund GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001009207]
13F-NT [0001009268]
3 [0001009268]
4 [0001009268]
5 [0001009268]
SC 13D [0001009268]
SC 13G [0001009268]
3 [0001277502]
4 [0001277502]
5 [0001277502]
Form 13D/13G Filer Form 13D/13G Subject Filed
D E Shaw & Co LP Wabash National Corp [2025-08-05]
D E Shaw & Co LP Sarepta Therapeutics Inc [2025-07-25]
D E Shaw & Co LP Five Below Inc [2025-06-10]
D E Shaw & Co LP Anywhere Real Estate Inc [2025-05-05]
D E Shaw & Co LP Range Capital Acquisition Corp [2025-01-24]
D E Shaw & Co LP Applied Optoelectronics Inc [2025-01-15]
D E Shaw & Co LP Upstart Holdings Inc [2025-01-08]
D E Shaw & Co LP Peloton Interactive Inc [2024-12-26]
D E Shaw & Co LP Office Properties Income Trust [2024-12-18]
D E Shaw & Co LP Enviri Corp [2024-11-29]
View All
Form 3/4/5 Subject 2011 - 2025
D E Shaw & Co LLC
Shaw David E
D E Shaw & Co LP
Ibotta, Inc.
Bitcoin Depot Inc.
FAT Projects Acquisition Corp
D. E. Shaw Valence Portfolios, L.L.C.
James River Group Holdings, Ltd.
D. E. Shaw CH-SP Franklin, L.L.C.
D. E. Shaw CF-SP Franklin, L.L.C.
View All
Related Firms State AUM ($B)
D E Shaw & Co LP
NY 154.6
D E Shaw Investment Management LLC
NY 21.0
Comparable Firms State AUM ($B)
SONA Asset Management US LLC
NY 22.6
Veritas Asset Management LLP
22.1
Gabelli Funds LLC
NY 22.0
Haidar Capital Management LLC
NY 21.9
Pictet Asset Management Limited
21.4
Systematica Investments Limited
21.0
Paloma Partners Management Company
CT 20.8
Twentyfour Asset Management US LP
NY 19.8
Lee Overlay Partners Ltd
19.6
Centiva Capital LP
NY 19.5
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