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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 8 of 65  ·  1,292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PTC PTC INC Technology 389,100.0 $55.4M 0.09% +184K +89.3% $142.49 -1.9%
142 OWL BLUE OWL CAPITAL INC Financial Services 6,065,200.0 $55.4M 0.09% +5.8M +2107.1% $9.13 +7.4%
143 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 2,989,100.0 $55.4M 0.09% +371K +14.2% $18.52 -10.2%
144 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 172,000.0 $55.3M 0.09% +54K +45.9% $321.40 +8.7%
145 CNC CENTENE CORP DEL Healthcare 1,684,669.0 $55.2M 0.09% +633K +60.1% $32.74 +79.3%
146 CCK CROWN HLDGS INC Consumer Cyclical 548,000.0 $54.9M 0.09% +70K +14.7% $100.25 -4.2%
147 GLPI GAMING & LEISURE P Real Estate 1,221,330.0 $54.2M 0.09% +575K +89.0% $44.37 +5.6%
148 CSL CARLISLE COS INC Industrials 161,460.0 $53.9M 0.08% +51K +46.8% $333.62 +4.3%
149 MIRM MIRUM PHARMACEUTICALS INC Healthcare 582,085.0 $53.8M 0.08% +143K +32.6% $92.38 +20.6%
150 MGY MAGNOLIA OIL & GAS CORP Energy 1,701,802.0 $53.7M 0.08% +518K +43.7% $31.57 -8.7%
151 EVEREST GROUP LTD 162,100.0 $53.0M 0.08% +115K +245.0% $326.85
152 GDX VANECK ETF TRUST 574,948.0 $52.8M 0.08% +531K +1206.7% $91.77 -4.8%
153 WST WEST PHARMACEUTICAL SVSC INC Healthcare 209,660.0 $52.5M 0.08% +105K +100.2% $250.64 +19.8%
154 TE T1 ENERGY INC Industrials 11,858,306.0 $52.1M 0.08% +8.3M +232.2% $4.39 +30.5%
155 EVR EVERCORE INC Financial Services 173,860.0 $51.9M 0.08% +160K +1178.4% $298.51 +14.3%
156 WIX WIX COM LTD Technology 576,049.0 $51.9M 0.08% +197K +52.0% $90.07 -41.5%
157 CIGI COLLIERS INTL GROUP INC Real Estate 485,061.0 $51.8M 0.08% +108K +28.8% $106.89 -13.9%
158 KMX CARMAX INC Consumer Cyclical 1,245,000.0 $51.8M 0.08% +96K +8.4% $41.58 -8.4%
159 REGN REGENERON PHARMACEUTICALS Healthcare 66,802.0 $51.6M 0.08% +58K +635.5% $772.64 -7.7%
160 MZTI MARZETTI COMPANY Consumer Defensive 370,780.0 $51.3M 0.08% +14K +4.0% $138.33 -17.3%
Page 8 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%