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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 9 of 65  ·  1,292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ALHC ALIGNMENT HEALTHCARE INC Healthcare 2,903,100.0 $51.2M 0.08% +236K +8.8% $17.62 -10.7%
162 BBWI BATH & BODY WORKS INC Consumer Cyclical 2,732,733.0 $51.0M 0.08% +2.5M +885.7% $18.67 -8.5%
163 LNT ALLIANT ENERGY CORP Utilities 710,700.0 $51.0M 0.08% +289K +68.7% $71.76 +1.0%
164 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 2,285,000.0 $49.7M 0.08% +313K +15.8% $21.75 +24.9%
165 J JACOBS SOLUTIONS INC Industrials 390,000.0 $49.6M 0.08% +159K +68.8% $127.28 -11.4%
166 AOS SMITH A O CORP Industrials 744,400.0 $49.1M 0.08% +112K +17.6% $65.94 -15.1%
167 BROOKFIELD ASSET MANAGMT LTD 1,103,325.0 $49.0M 0.08% +816K +283.7% $44.45
168 PHI PLDT INC Communication Services 2,327,067.0 $49.0M 0.08% +29K +1.3% $21.04 -8.0%
169 KGS KODIAK GAS SVCS INC Energy 838,622.0 $48.9M 0.08% +264K +45.9% $58.32 +27.3%
170 TER TERADYNE INC Technology 164,900.0 $48.9M 0.08% +164K +10000.0% $296.46 +20.3%
171 IT GARTNER INC Technology 305,089.0 $48.3M 0.08% +227K +290.1% $158.34 -11.2%
172 TSEM TOWER SEMICONDUCTOR LTD Technology 274,749.0 $48.2M 0.07% +24K +9.7% $175.48 +60.0%
173 HEI HEICO CORP NEW Industrials 173,484.0 $47.6M 0.07% +65K +59.6% $274.20 +8.4%
174 SBLK STAR BULK CARRIERS CORP. Industrials 2,067,637.0 $47.5M 0.07% +237K +13.0% $22.97 +16.2%
175 CNI CANADIAN NATL RY CO Industrials 460,500.0 $47.3M 0.07% +158K +52.2% $102.77 +9.4%
176 HALO HALOZYME THERAPEUTICS INC Healthcare 731,811.0 $47.3M 0.07% +169K +30.1% $64.63 +7.1%
177 MQ MARQETA INC Technology 11,580,288.0 $47.2M 0.07% +238K +2.1% $4.08 -5.4%
178 NVR NVR INC Consumer Cyclical 7,080.0 $46.7M 0.07% +2K +45.7% $6589.83 -13.8%
179 GDDY GODADDY INC Technology 553,300.0 $45.7M 0.07% +118K +27.1% $82.67 +2.8%
180 CPT CAMDEN PPTY TR Real Estate 466,800.0 $45.6M 0.07% +155K +49.7% $97.66 +6.5%
Page 9 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%