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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 28 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IREZ INVESTMENT MANAGERS SER TR I 7,200.0 $217K NEW $30.09 -71.3%
542 BANK MONTREAL MEDIUM 5,248.0 $217K NEW $41.26
543 XPEV XPENG INC Consumer Cyclical 12,500.0 $214K NEW $17.11 -5.8%
544 BDN BRANDYWINE RLTY TR Real Estate 78,600.0 $213K NEW $2.71 +10.3%
545 RWT REDWOOD TRUST INC Real Estate 37,400.0 $210K NEW $5.61 -6.2%
546 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 31,656.0 $208K NEW $6.57 +53.6%
547 M-TRON INDS INC 97,471.0 $205K NEW $2.10
548 AGO ASSURED GUARANTY LTD Financial Services 2,500.0 $204K NEW $81.48 -8.1%
549 SUNE SUNATION ENERGY INC Industrials 92,515.0 $204K NEW $2.20 -25.0%
550 CXM SPRINKLR INC Technology 33,600.0 $202K NEW $6.00 -17.7%
551 VCRB VANGUARD MALVERN FDS 2,600.0 $201K NEW $77.38 -1.1%
552 KRMD KORU MEDICAL SYSTEMS INC Healthcare 45,900.0 $198K NEW $4.32 -9.7%
553 CINGULATE INC 31,888.0 $198K NEW $6.21
554 ORGN ORIGIN MATERIALS INC Basic Materials 80,458.0 $183K NEW $2.28 -37.3%
555 CVRX CVRX INC Healthcare 19,300.0 $183K NEW $9.46 -36.7%
556 BDSX BIODESIX INC Healthcare 11,948.0 $173K NEW $14.50 -2.3%
557 CRDF CARDIFF ONCOLOGY INC Healthcare 101,253.0 $164K NEW $1.62 +3.1%
558 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 24,400.0 $161K NEW $6.58 +30.1%
559 MIST MILESTONE PHARMACEUTICALS IN Healthcare 129,705.0 $154K NEW $1.19 +26.5%
560 VERU VERU INC Healthcare 69,250.0 $153K NEW $2.21 -4.5%
Page 28 of 32  ·  639 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%