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Portfolio (Quarterly) Guide ↗

RENAISSANCE TECHNOLOGIES LLC

· CIK 0001037389
13F Portfolio $63.9B AUM 3,213 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 639 New 1292 Added 1232 Reduced 611 Exited
Page 3 of 65  ·  1,292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 646,820.0 $131.4M 0.21% +589K +1018.7% $203.18 +5.6%
42 ALB ALBEMARLE CORP Basic Materials 730,745.0 $131.2M 0.20% +321K +78.5% $179.53 +0.5%
43 OTIS OTIS WORLDWIDE CORP Industrials 1,691,200.0 $130.4M 0.20% +395K +30.4% $77.08 -5.2%
44 CDE COEUR MNG INC Basic Materials 6,870,813.0 $129.0M 0.20% +6.2M +889.6% $18.77 -6.2%
45 ABT ABBOTT LABORATORIES Healthcare 1,238,666.0 $127.2M 0.20% +681K +122.0% $102.67 -17.7%
46 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,317,600.0 $127.1M 0.20% +466K +54.8% $96.47 +0.2%
47 SE SEA LTD Consumer Cyclical 1,526,100.0 $126.4M 0.20% +372K +32.3% $82.81 +6.7%
48 DPZ DOMINOS PIZZA INC Consumer Cyclical 351,220.0 $126.0M 0.20% +306K +672.6% $358.79 -15.3%
49 WYNN WYNN RESORTS LTD Consumer Cyclical 1,239,956.0 $125.9M 0.20% +184K +17.4% $101.55 -6.0%
50 NVO NOVO-NORDISK A S Healthcare 3,397,121.0 $124.8M 0.20% +213K +6.7% $36.75 +24.6%
51 WSM WILLIAMS SONOMA INC Consumer Cyclical 680,500.0 $124.1M 0.19% +80K +13.3% $182.33 -4.8%
52 TTD THE TRADE DESK INC Technology 5,440,541.0 $123.4M 0.19% +2.0M +59.0% $22.69 -10.0%
53 GMAB GENMAB A/S Healthcare 4,414,550.0 $118.4M 0.18% +922K +26.4% $26.83 +0.3%
54 DELL DELL TECHNOLOGIES INC Technology 721,577.0 $118.4M 0.18% +298K +70.2% $164.13 +51.0%
55 LMT LOCKHEED MARTIN CORP Industrials 194,640.0 $117.6M 0.18% +43K +28.5% $604.39 -13.9%
56 GE GE AEROSPACE Industrials 414,078.0 $117.5M 0.18% +187K +82.1% $283.77 +2.7%
57 CHT CHUNGHWA TELECOM CO LTD Communication Services 2,765,296.0 $116.8M 0.18% +37K +1.4% $42.24 +2.5%
58 AZO AUTOZONE INC Consumer Cyclical 34,190.0 $115.5M 0.18% +7K +24.6% $3377.78 -1.7%
59 TOST TOAST INC Technology 4,321,437.0 $114.6M 0.18% +868K +25.1% $26.51 -13.0%
60 PDD PDD HOLDINGS INC Consumer Cyclical 1,112,700.0 $113.7M 0.18% +839K +306.2% $102.18 -6.5%
Page 3 of 65  ·  1,292 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 23.4%
Healthcare 16.3%
Industrials 12.0%
Financial Services 11.0%
Consumer Cyclical 10.4%
Basic Materials 7.9%
Energy 5.2%
Communication Services 5.1%
Consumer Defensive 4.1%
Real Estate 2.3%