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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 13 of 74  ·  1,467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EQR EQUITY RESIDENTIAL Real Estate 461,400.0 $31.3M 0.04% -134K -22.5% $67.93 -6.3%
242 LLY ELI LILLY & CO Healthcare 26,091.0 $31.3M 0.04% -46K -63.7% $1199.44 +2.3%
243 BA BOEING CO Industrials 142,784.0 $30.9M 0.04% -789K -84.7% $216.47 +3.0%
244 ITRI ITRON INC Technology 357,161.0 $30.9M 0.04% -105K -22.6% $86.53 +11.2%
245 PTC PTC INC Technology 271,600.0 $30.9M 0.04% -118K -30.2% $113.61 +28.9%
246 PODD INSULET CORP Healthcare 202,083.0 $30.8M 0.04% -224K -52.6% $152.25 -2.8%
247 TXG 10X GENOMICS INC Healthcare 802,039.0 $30.8M 0.04% -207K -20.5% $38.34 +45.1%
248 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 316,800.0 $30.5M 0.04% -725K -69.6% $96.12 -50.7%
249 TW TRADEWEB MKTS INC Financial Services 302,118.0 $30.1M 0.04% -107K -26.1% $99.66 +5.8%
250 APPF APPFOLIO INC Technology 185,840.0 $29.8M 0.04% -41K -18.2% $160.35 +27.2%
251 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 360,674.0 $29.7M 0.04% -450K -55.5% $82.40 -6.0%
252 XLP SELECT SECTOR SPDR TR 357,200.0 $29.7M 0.04% -143K -28.6% $83.07 +3.0%
253 AA ALCOA CORP Basic Materials 565,696.0 $29.5M 0.04% -33K -5.5% $52.14 -4.1%
254 PKE PARK AEROSPACE CORP Industrials 766,708.0 $29.3M 0.04% -92K -10.8% $38.16 -3.3%
255 LEN LENNAR CORP Consumer Cyclical 322,139.0 $29.2M 0.04% -55K -14.6% $90.49 -6.1%
256 FRO FRONTLINE PLC Energy 831,538.0 $28.9M 0.04% -96K -10.4% $34.79 +25.0%
257 KIM KIMCO REALTY CORP Real Estate 1,135,536.0 $28.8M 0.04% -100K -8.1% $25.35 -4.5%
258 SYK STRYKER CORPORATION Healthcare 91,300.0 $28.7M 0.04% -300K -76.7% $314.84 +5.3%
259 FCFS FIRSTCASH HOLDINGS INC Financial Services 130,841.0 $28.3M 0.04% -41K -23.8% $216.32 -1.7%
260 NOMD NOMAD FOODS LTD Consumer Defensive 2,567,767.0 $28.1M 0.04% -457K -15.1% $10.95 +4.3%
Page 13 of 74  ·  1,467 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%