D.E. Shaw & Co
SWIM icon

D.E. Shaw & Co’s Latham Group SWIM Stock Holding History

D.E. Shaw & Co’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Buy
356,800
+266,015
+293% +$1.69M ﹤0.01% 2955
2025
Q4 		$576K Buy
90,785
+39,630
+77% +$277K ﹤0.01% 3857
2025
Q3 		$389K Sell
51,155
-90,997
-64% -$670K ﹤0.01% 3987
2025
Q2 		$907K Sell
142,152
-237,154
-63% -$1.38M ﹤0.01% 3301
2025
Q1 		$2.44M Sell
379,306
-551,163
-59% -$3.71M ﹤0.01% 2462
2024
Q4 		$6.48M Sell
930,469
-300,512
-24% -$2.01M 0.01% 1780
2024
Q3 		$8.37M Buy
1,230,981
+218,452
+22% +$1.06M 0.01% 1546
2024
Q2 		$3.07M Buy
1,012,529
+52,580
+5% +$183K ﹤0.01% 2246
2024
Q1 		$3.8M Buy
959,949
+24,941
+3% +$71.1K ﹤0.01% 2102
2023
Q4 		$2.46M Sell
935,008
-47,540
-5% -$118K ﹤0.01% 2511
2023
Q3 		$2.75M Buy
982,548
+53,458
+6% +$193K ﹤0.01% 2318
2023
Q2 		$3.45M Sell
929,090
-74,983
-7% -$229K 0.01% 2166
2023
Q1 		$2.87M Sell
1,004,073
-224,924
-18% -$790K ﹤0.01% 2411
2022
Q4 		$3.96M Buy
1,228,997
+819,793
+200% +$2.96M 0.01% 2312
2022
Q3 		$1.47M Buy
409,204
+197,595
+93% +$1.13M ﹤0.01% 3281
2022
Q2 		$1.47M Buy
211,609
+69,490
+49% +$738K ﹤0.01% 3348
2022
Q1 		$1.88M Buy
142,119
+110,190
+345% +$1.83M ﹤0.01% 3362
2021
Q4 		$799K Sell
31,929
-63,381
-66% -$1.26M ﹤0.01% 4101
2021
Q3 		$1.56M Sell
95,310
-4,794
-5% -$112K ﹤0.01% 3239
2021
Q2 		$3.2M Buy
+100,104
New +$2.92M ﹤0.01% 2451

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return