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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 33 of 74  ·  1,467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 QUAD QUAD / GRAPHICS INC Industrials 672,900.0 $5.7M 0.01% -50K -6.8% $8.43 +21.8%
642 SFNC SIMMONS FIRST NATL CORP Financial Services 249,557.0 $5.7M 0.01% -55K -18.1% $22.65 +1.2%
643 MAMA MAMAS CREATIONS INC Consumer Defensive 316,400.0 $5.6M 0.01% -44K -12.3% $17.85 -10.2%
644 SCZ ISHARES TR 68,600.0 $5.6M 0.01% -6K -7.9% $82.27 +5.3%
645 STRT STRATTEC SEC CORP Consumer Cyclical 69,206.0 $5.6M 0.01% -25K -26.2% $81.45 +0.1%
646 DSGN DESIGN THERAPEUTICS INC Healthcare 387,913.0 $5.6M 0.01% -20K -5.0% $14.47 +5.6%
647 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 63,900.0 $5.6M 0.01% -398K -86.2% $87.04 +7.0%
648 CCCC C4 THERAPEUTICS INC Healthcare 1,189,828.0 $5.6M 0.01% -1.3M -51.7% $4.67 -14.0%
649 BWFG BANKWELL FINL GROUP INC Financial Services 93,748.0 $5.5M 0.01% -14K -12.8% $58.75 +12.1%
650 BCS BARCLAYS PLC Financial Services 204,986.0 $5.5M 0.01% -3.7M -94.7% $26.86 -0.2%
651 MFA MFA FINL INC Real Estate 567,525.0 $5.5M 0.01% -210K -27.0% $9.69 -8.1%
652 CNI CANADIAN NATL RY CO Industrials 46,100.0 $5.5M 0.01% -414K -90.0% $119.24 +8.4%
653 UFPI UFP INDUSTRIES INC Basic Materials 60,500.0 $5.5M 0.01% -2K -4.0% $90.74 -3.0%
654 RCAT RED CAT HLDGS INC Technology 514,126.0 $5.5M 0.01% -902K -63.7% $10.65 -6.1%
655 ADMA ADMA BIOLOGICS INC Healthcare 652,530.0 $5.5M 0.01% -610K -48.3% $8.37 +17.5%
656 KMDA KAMADA LTD Healthcare 742,418.0 $5.4M 0.01% -21K -2.7% $7.34 +11.2%
657 TX TERNIUM SA Basic Materials 126,500.0 $5.4M 0.01% -60K -32.2% $42.70 +29.7%
658 DSP VIANT TECHNOLOGY INC Technology 425,741.0 $5.4M 0.01% -16K -3.6% $12.66 -1.6%
659 COHU COHU INC Technology 72,500.0 $5.4M 0.01% -12K -14.2% $73.91 -28.3%
660 DOUG DOUGLAS ELLIMAN INC Real Estate 3,019,624.0 $5.3M 0.01% -132K -4.2% $1.77 +9.9%
Page 33 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 25.5%
Healthcare 15.8%
Industrials 11.3%
Consumer Cyclical 11.0%
Financial Services 9.6%
Communication Services 7.5%
Energy 6.2%
Basic Materials 5.5%
Consumer Defensive 3.3%
Utilities 2.2%