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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 2 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TECHNIPFMC PLC 1,064,200.0 $70.6M 0.10% NEW $66.30
22 EXC EXELON CORP Utilities 1,513,124.0 $70.5M 0.10% NEW $46.62 -2.3%
23 UAL UNITED AIRLS HLDGS INC Industrials 465,763.0 $63.3M 0.09% NEW $135.99 -10.1%
24 FANG DIAMONDBACK ENERGY INC Energy 331,500.0 $58.3M 0.08% NEW $175.78 +17.4%
25 SU SUNCOR ENERGY INC NEW Energy 1,085,306.0 $58.3M 0.08% NEW $53.68 +24.2%
26 OXY OCCIDENTAL PETE CORP Energy 1,142,754.0 $55.5M 0.08% NEW $48.57 +21.6%
27 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 760,801.0 $53.1M 0.07% NEW $69.74 -13.4%
28 AMKR AMKOR TECHNOLOGY INC Technology 580,600.0 $50.1M 0.07% NEW $86.23 -28.9%
29 FDX FEDEX CORP Industrials 157,913.0 $49.4M 0.07% NEW $313.13 +5.9%
30 RY ROYAL BK CDA Financial Services 237,994.0 $49.3M 0.07% NEW $206.97 +4.5%
31 FORM FORMFACTOR INC Technology 295,568.0 $47.3M 0.07% NEW $159.93 -13.6%
32 RTX RTX CORPORATION Industrials 234,046.0 $44.4M 0.06% NEW $189.73 +16.8%
33 XLE SELECT SECTOR SPDR TR 832,534.0 $44.2M 0.06% NEW $53.11 +17.8%
34 LULU LULULEMON ATHLETICA INC Consumer Cyclical 377,844.0 $43.1M 0.06% NEW $114.18 +1.4%
35 NET CLOUDFLARE INC Technology 171,400.0 $42.0M 0.06% NEW $245.28 +25.2%
36 KMI KINDER MORGAN INC DEL Energy 1,314,031.0 $42.0M 0.06% NEW $31.97 +1.1%
37 VCIT VANGUARD SCOTTSDALE FDS 505,082.0 $41.7M 0.06% NEW $82.65 -2.0%
38 PATH UIPATH INC Technology 3,553,900.0 $38.6M 0.05% NEW $10.87 +47.1%
39 TXNM ENERGY INC 645,558.0 $36.7M 0.05% NEW $56.78
40 EQH EQUITABLE HLDGS INC Financial Services 819,900.0 $36.0M 0.05% NEW $43.88 +16.5%
Page 2 of 29  ·  566 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%