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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 5 of 65  ·  1,292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RIO RIO TINTO PLC Basic Materials 965,800.0 $90.1M 0.14% +779K +417.6% $93.29 +17.5%
82 PODD INSULET CORP Healthcare 426,003.0 $89.4M 0.14% +123K +40.5% $209.84 -29.1%
83 LNG CHENIERE ENERGY INC Energy 314,248.0 $89.2M 0.14% +10K +3.4% $283.76 -15.0%
84 MANH MANHATTAN ASSOCIATES INC Technology 654,760.0 $87.2M 0.14% +145K +28.5% $133.12 -3.1%
85 NIO NIO INC Consumer Cyclical 14,452,131.0 $87.1M 0.14% +6.0M +70.2% $6.03 +3.6%
86 PETROLEO BRASILEIRO S A 4,607,700.0 $86.4M 0.14% +122K +2.7% $18.75
87 VZ VERIZON COMMUNICATIONS INC Communication Services 1,712,393.0 $86.0M 0.13% +23K +1.4% $50.20 -6.3%
88 EFA ISHARES TR 861,000.0 $83.6M 0.13% +856K +10000.0% $97.13 +4.7%
89 DG DOLLAR GEN CORP Consumer Defensive 704,204.0 $83.6M 0.13% +386K +121.3% $118.73 -11.5%
90 VRSK VERISK ANALYTICS INC Industrials 440,420.0 $83.6M 0.13% +410K +1359.3% $189.75 -17.3%
91 DDS DILLARDS INC Consumer Cyclical 142,180.0 $81.3M 0.13% +22K +18.7% $572.11 -6.5%
92 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,193,295.0 $81.3M 0.13% +857K +19.8% $15.65 -0.9%
93 ABEV AMBEV SA Consumer Defensive 27,354,300.0 $79.9M 0.12% +1.7M +6.5% $2.92 +5.1%
94 EMBJ EMBRAER S.A. Industrials 1,338,000.0 $79.4M 0.12% +595K +80.1% $59.34 -1.0%
95 LVS LAS VEGAS SANDS CORP Consumer Cyclical 1,453,095.0 $78.3M 0.12% +203K +16.2% $53.88 -6.0%
96 FIX COMFORT SYS USA INC Industrials 56,660.0 $78.1M 0.12% +3K +5.0% $1378.99 +48.1%
97 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 2,936,288.0 $77.4M 0.12% +59K +2.0% $26.35 -2.5%
98 BKR BAKER HUGHES COMPANY Energy 1,258,540.0 $76.8M 0.12% +501K +66.2% $61.05 +5.0%
99 BZ KANZHUN LIMITED Industrials 5,698,667.0 $76.3M 0.12% +1.7M +43.3% $13.39 +5.1%
100 MORN MORNINGSTAR INC Financial Services 448,870.0 $75.9M 0.12% +125K +38.6% $169.05 -1.8%
Page 5 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%