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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 136 of 161  ·  3,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 SWKH SWK HLDGS CORP Financial Services 23,100.0 $393K 0.00% -9K -27.4% $17.01 -6.5%
2702 VRP INVESCO EXCH TRADED FD TR II 16,370.0 $393K 0.00% -36K -68.9% $23.98 +1.0%
2703 DTI DRILLING TOOLS INTL CORP Energy 90,226.0 $391K 0.00% +61K +204.4% $4.33 -32.8%
2704 LVLU LULUS FASHION LOUNGE HOLDING Consumer Cyclical 30,665.0 $390K 0.00% +20K +187.6% $12.72 -24.8%
2705 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 64,690.0 $389K 0.00% -47K -41.9% $6.02 -8.1%
2706 PERFORMANCE SHIPPING INC 211,413.0 $389K 0.00% +21K +11.3% $1.84
2707 FIVE FIVE BELOW INC Consumer Cyclical 1,700.0 $388K 0.00% NEW $228.48 -4.1%
2708 MLPA GLOBAL X FDS 7,200.0 $388K 0.00% NEW $53.87 +4.1%
2709 VALU VALUE LINE INC Financial Services 10,900.0 $385K 0.00% -100.0 -0.9% $35.29 -6.3%
2710 IJJ ISHARES TR 2,900.0 $384K 0.00% NEW $132.50 +4.7%
2711 CLST CATALYST BANCORP INC Financial Services 23,200.0 $384K 0.00% $16.56 -4.5%
2712 IMRX IMMUNEERING CORP Healthcare 72,875.0 $384K 0.00% -79K -52.1% $5.27 -2.6%
2713 IMXI INTERNATIONAL MONEY EXPRESS Technology 24,300.0 $384K 0.00% +5K +25.9% $15.80 -3.9%
2714 GRNT GRANITE RIDGE RESOURCES INC Energy 65,200.0 $383K 0.00% +42K +184.7% $5.87 -5.6%
2715 SMMD ISHARES TR 5,000.0 $382K 0.00% NEW $76.35 +12.0%
2716 KLRS KALARIS THERAPEUTICS INC Healthcare 66,151.0 $382K 0.00% -22K -24.6% $5.77 -13.5%
2717 SIRIUSPOINT LTD 17,600.0 $379K 0.00% NEW $21.54
2718 MOAT VANECK ETF TRUST 3,900.0 $377K 0.00% NEW $96.70 +3.6%
2719 MLPX GLOBAL X FDS 5,100.0 $377K 0.00% +2K +50.0% $73.94 +4.4%
2720 VYMI VANGUARD WHITEHALL FDS 4,000.0 $377K 0.00% NEW $94.24 +5.7%
Page 136 of 161  ·  3,213 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%