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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 5 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOLV ENERGY INC 560,700.0 $19.1M 0.03% NEW $34.05
82 NTAP NETAPP INC Technology 122,832.0 $19.0M 0.03% NEW $154.76 +31.9%
83 PURR HYPERLIQUID STRATEGIES INC Basic Materials 2,376,200.0 $18.7M 0.03% NEW $7.87 -9.1%
84 AMH AMERICAN HOMES 4 RENT Real Estate 553,129.0 $18.5M 0.03% NEW $33.52 +0.3%
85 BNS BANK NOVA SCOTIA B C Financial Services 212,900.0 $18.5M 0.03% NEW $86.84 +5.2%
86 QQQM INVESCO EXCH TRADED FD TR II 61,000.0 $18.5M 0.03% NEW $302.97 -0.8%
87 MLM MARTIN MARIETTA MATLS INC Basic Materials 31,894.0 $18.4M 0.03% NEW $576.70 -6.6%
88 RBC RBC BEARINGS INC Industrials 28,260.0 $18.2M 0.03% NEW $644.06 -13.4%
89 VCSH VANGUARD SCOTTSDALE FDS 229,000.0 $18.1M 0.03% NEW $79.03 -0.5%
90 APA APA CORPORATION Energy 553,657.0 $18.0M 0.03% NEW $32.57 +27.7%
91 AXS AXIS CAP HLDGS LTD Financial Services 163,500.0 $17.6M 0.02% NEW $107.44 -7.0%
92 IWB ISHARES TR 42,640.0 $17.5M 0.02% NEW $409.50 +3.4%
93 ASTS AST SPACEMOBILE INC Technology 192,600.0 $17.1M 0.02% NEW $88.86 -19.9%
94 DEI DOUGLAS EMMETT INC Real Estate 1,442,386.0 $17.0M 0.02% NEW $11.80 -1.7%
95 CRI CARTERS INC Consumer Cyclical 412,500.0 $17.0M 0.02% NEW $41.16 -8.1%
96 VNQ VANGUARD INDEX FDS 174,467.0 $16.8M 0.02% NEW $96.43 +1.6%
97 AGG ISHARES TR 169,699.0 $16.8M 0.02% NEW $98.98 -1.7%
98 AESI ATLAS ENERGY SOLUTIONS INC Energy 991,100.0 $16.5M 0.02% NEW $16.61 -22.8%
99 LHX L3HARRIS TECHNOLOGIES INC Industrials 55,980.0 $16.3M 0.02% NEW $290.59 -4.2%
100 CHWY CHEWY INC Consumer Cyclical 814,100.0 $16.0M 0.02% NEW $19.65 +12.6%
Page 5 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%