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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 6 of 32  ·  639 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PCAR PACCAR INC Industrials 123,116.0 $14.2M 0.02% NEW $115.50 -2.5%
102 CALUMET INC 391,800.0 $14.1M 0.02% NEW $35.90
103 RH RH Consumer Cyclical 99,800.0 $14.0M 0.02% NEW $139.82 -8.7%
104 MMM 3M CO Industrials 94,600.0 $13.7M 0.02% NEW $145.23 -0.1%
105 CMI CUMMINS INC Industrials 25,220.0 $13.6M 0.02% NEW $538.02 +33.2%
106 SONY SONY GROUP CORP Technology 655,000.0 $13.6M 0.02% NEW $20.70 +6.9%
107 DKS DICKS SPORTING GOODS INC Consumer Cyclical 67,939.0 $13.5M 0.02% NEW $198.29 +11.7%
108 XLV SELECT SECTOR SPDR TR 91,700.0 $13.4M 0.02% NEW $146.61 -1.0%
109 ZION ZIONS BANCORPORATION NATL AS Financial Services 230,495.0 $13.3M 0.02% NEW $57.62 +4.3%
110 PRI PRIMERICA INC Financial Services 52,820.0 $13.2M 0.02% NEW $250.48 +7.6%
111 EQX EQUINOX GOLD CORP Basic Materials 910,769.0 $13.2M 0.02% NEW $14.46 -0.6%
112 IBIT ISHARES BITCOIN TRUST ETF Financial Services 340,000.0 $13.1M 0.02% NEW $38.42 +16.7%
113 GRMN GARMIN LTD Technology 55,842.0 $13.0M 0.02% NEW $232.01 +1.0%
114 GKOS GLAUKOS CORP Healthcare 118,892.0 $12.8M 0.02% NEW $107.66 +32.0%
115 SCHP SCHWAB STRATEGIC TR 474,900.0 $12.6M 0.02% NEW $26.61 +0.2%
116 LAMR LAMAR ADVERTISING CO Real Estate 98,212.0 $12.4M 0.02% NEW $126.66 +16.4%
117 CSGS CSG SYS INTL INC Technology 154,122.0 $12.3M 0.02% NEW $79.94 -0.1%
118 DY DYCOM INDS INC Industrials 36,240.0 $12.3M 0.02% NEW $338.82 +33.1%
119 SBET SHARPLINK INC Financial Services 1,812,506.0 $11.7M 0.02% NEW $6.45 +14.7%
120 UUUU ENERGY FUELS INC Energy 637,804.0 $11.6M 0.02% NEW $18.25 +6.8%
Page 6 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%