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Portfolio (Quarterly) Guide ↗

RENAISSANCE TECHNOLOGIES LLC

· CIK 0001037389
13F Portfolio $72.6B AUM 3,140 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 566 New 1057 Added 1467 Reduced 639 Exited
Page 14 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LSTR LANDSTAR SYS INC Industrials 110,236.0 $22.8M 0.03% +30K +37.0% $206.81 -11.0%
262 MKTX MARKETAXESS HLDGS INC Financial Services 200,000.0 $22.7M 0.03% +33K +19.7% $113.49 +42.7%
263 MC MOELIS & CO Financial Services 342,644.0 $22.4M 0.03% +123K +56.1% $65.42 +4.7%
264 INFQ INFLEQTION INC Technology 1,681,200.0 $22.4M 0.03% +1.5M +673.7% $13.32 -5.2%
265 FHN FIRST HORIZON CORPORATION Financial Services 870,611.0 $22.3M 0.03% +330K +61.2% $25.64 -2.6%
266 IBCP INDEPENDENT BK CORP MICH Financial Services 617,500.0 $22.3M 0.03% +35K +6.0% $36.07 +2.8%
267 KRYS KRYSTAL BIOTECH INC Healthcare 59,680.0 $22.2M 0.03% +50K +521.7% $371.67 -7.9%
268 OLED UNIVERSAL DISPLAY CORP Technology 254,839.0 $22.1M 0.03% +129K +102.3% $86.59 -0.1%
269 FBP FIRST BANCORP CORPORATION Financial Services 828,813.0 $21.6M 0.03% +716K +632.7% $26.07 +9.4%
270 VICI VICI PPTYS INC Real Estate 796,205.0 $21.1M 0.03% +255K +47.1% $26.55 -1.0%
271 IWF ISHARES TR 170,128.0 $21.1M 0.03% +108K +173.2% $124.17 -1.1%
272 PUMP PROPETRO HLDG CORP Energy 1,472,100.0 $21.1M 0.03% +820K +125.6% $14.34 -16.8%
273 SPIB SPDR SERIES TRUST 628,500.0 $21.0M 0.03% +487K +344.8% $33.46 -1.0%
274 GLDM WORLD GOLD TR Financial Services 264,100.0 $21.0M 0.03% +113K +74.7% $79.42 +11.8%
275 WPC WP CAREY INC Real Estate 292,200.0 $20.9M 0.03% +221K +309.8% $71.50 +0.2%
276 DY DYCOM INDS INC Industrials 40,880.0 $20.7M 0.03% +5K +12.8% $505.59 -20.6%
277 DLTR DOLLAR TREE INC Consumer Defensive 170,403.0 $20.6M 0.03% +157K +1181.2% $120.95 +9.4%
278 GKOS GLAUKOS CORP Healthcare 147,192.0 $20.6M 0.03% +28K +23.8% $139.76 +34.4%
279 NNN NNN REIT INC Real Estate 441,800.0 $20.6M 0.03% +330K +293.8% $46.53 -0.8%
280 HAS HASBRO INC Consumer Cyclical 248,700.0 $20.5M 0.03% +64K +34.9% $82.59 +13.4%
Page 14 of 53  ·  1,057 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Healthcare 15.7%
Industrials 11.1%
Consumer Cyclical 10.9%
Financial Services 9.5%
Communication Services 8.2%
Energy 6.2%
Basic Materials 5.5%
Consumer Defensive 3.3%
Real Estate 2.2%