D. E. Shaw & Co., Inc.

CIK

1009207

City

New York

State / Country

Stock

HEI — Heico Corp

Top Portfolio Positions

2,773 positions · $152,336,298,360 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	22,002,115	$3,837,168,854	2.52%
MSFT	Microsoft Corp Technology	8,119,370	$3,005,547,192	1.97%
TSLA	Tesla, Inc. Consumer Cyclical	7,308,193	$2,716,820,747	1.78%
GOOGL	Alphabet Inc. Communication Services	9,392,969	$2,701,042,165	1.77%
AVGO	Broadcom Inc. Technology	7,833,108	$2,424,425,255	1.59%
AAPL	Apple Inc. Technology	9,246,586	$2,346,691,059	1.54%
MU	Micron Technology Inc Technology	5,815,376	$1,964,666,627	1.29%
META	Meta Platforms, Inc. Communication Services	3,417,924	$1,955,496,857	1.28%
AMZN	Amazon Com Inc Consumer Cyclical	8,037,824	$1,674,037,603	1.10%
BSX	Boston Scientific Corp Healthcare	24,432,352	$1,533,130,087	1.01%

Portfolio Trend

25 quarters · across all stocks

Holdings in HEI

Compact Export CSV

Shares Held

Position Value (USD)

28 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,572,914	56,794	-72.3%	Shares	Defined	2026-05-15
2025-12-31	$66,379,634	205,135	+322.7%	Shares	Defined	2026-02-17
2025-09-30	$15,667,100	48,532	+56.9%	Shares	Defined	2025-11-14
2025-06-30	$10,148,648	30,941	+773.1%	Shares	Defined	2025-08-14
2025-03-31	$946,921	3,544	+136.3%	Shares	Defined	2025-05-15
2025-03-31	$400,785	1,500	-27.4%	Call	Defined	2025-05-15
2024-12-31	$490,933	2,065	-20.6%	Shares	Defined	2025-02-14
2024-12-31	$618,124	2,600	+136.4%	Call	Defined	2025-02-14
2024-09-30	$287,628	1,100	-88.0%	Call	Defined	2024-11-14
2024-09-30	$2,406,661	9,204	-86.7%	Shares	Defined	2024-11-14
2024-06-30	$15,526,136	69,434	+159.6%	Shares	Defined	2024-08-14
2024-03-31	$5,108,677	26,747	+1957.5%	Shares	Defined	2024-05-15
2023-12-31	$232,531	1,300	-61.3%	Shares	Defined	2024-02-14
2023-09-30	$543,599	3,357	-70.7%	Shares	Defined	2023-11-14
2023-06-30	$2,028,262	11,463	-58.3%	Shares	Defined	2023-08-14
2023-03-31	$4,704,967	27,508	-31.0%	Shares	Defined	2023-05-15
2022-12-31	$6,128,238	39,887	-41.3%	Shares	Defined	2023-02-14
2022-09-30	$9,789,632	67,993	+107.2%	Shares	Defined	2022-11-14
2022-06-30	$4,302,833	32,816	+170.4%	Shares	Defined	2022-08-15
2022-03-31	$1,863,668	12,138	+240.5%	Shares	Defined	2022-05-16
2021-12-31	$514,144	3,565	-39.5%	Shares	Defined	2022-02-14
2021-09-30	$776,846	5,891	-65.8%	Shares	Defined	2021-11-15
2021-06-30	$2,402,624	17,233	-64.5%	Shares	Defined	2021-08-16
2021-03-31	$6,101,300	48,500	-50.4%	Shares	Defined	2021-05-17
2020-12-31	$12,933,891	97,688	+932.8%	Shares	Defined	2021-02-16
2020-09-30	$989,978	9,459	-42.5%	Shares	Defined	2020-11-16
2020-06-30	$1,638,843	16,446	-73.4%	Shares	Defined	2020-08-14
2020-03-31	$4,607,988	61,761	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.