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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 3 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 POET POET TECHNOLOGIES INC Technology 3,469,500.0 $35.7M 0.05% NEW $10.28 -8.6%
42 SANM SANMINA CORP Technology 138,033.0 $34.9M 0.05% NEW $253.08 -14.2%
43 GDXJ VANECK ETF TRUST 355,276.0 $34.9M 0.05% NEW $98.25 +22.5%
44 VTI VANGUARD INDEX FDS 93,880.0 $34.7M 0.05% NEW $370.04 +3.3%
45 VLO VALERO ENERGY CORP Energy 130,988.0 $34.1M 0.05% NEW $260.44 +33.3%
46 SMTC SEMTECH CORP Technology 207,116.0 $33.5M 0.05% NEW $161.85 -4.7%
47 SRE SEMPRA Utilities 360,700.0 $33.4M 0.05% NEW $92.71 -7.3%
48 AUR AURORA INNOVATION INC Technology 4,897,100.0 $33.4M 0.05% NEW $6.82 +2.2%
49 CRM SALESFORCE INC Technology 212,601.0 $33.3M 0.05% NEW $156.66 +21.9%
50 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 394,000.0 $32.9M 0.04% NEW $83.48 +11.4%
51 ASCENDIS PHARMA A/S 119,699.0 $31.9M 0.04% NEW $266.72
52 IYR ISHARES TR 307,400.0 $31.4M 0.04% NEW $102.25 +1.9%
53 TREKOR METALS LTD 4,543,570.0 $31.3M 0.04% NEW $6.88
54 CAR AVIS BUDGET GROUP INC Industrials 210,958.0 $31.2M 0.04% NEW $147.83 -4.4%
55 HII HUNTINGTON INGALLS INDS INC Industrials 101,640.0 $28.4M 0.04% NEW $279.89 +13.7%
56 NWSA NEWS CORP NEW Communication Services 1,120,200.0 $27.8M 0.04% NEW $24.83 +15.6%
57 CBRE CBRE GROUP INC Real Estate 202,300.0 $27.2M 0.04% NEW $134.69 +9.9%
58 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 140,953.0 $27.2M 0.04% NEW $193.23 +5.8%
59 RRC RANGE RES CORP Energy 730,491.0 $27.2M 0.04% NEW $37.19 +5.8%
60 VOO VANGUARD INDEX FDS 37,820.0 $26.0M 0.04% NEW $686.81 +3.4%
Page 3 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%