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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 15 of 161  ·  3,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 1,024,871.0 $57.9M 0.09% -300K -22.6% $56.49 -12.1%
282 XLY SELECT SECTOR SPDR TR 530,436.0 $57.8M 0.09% +516K +3475.3% $108.98 +6.7%
283 GOOG ALPHABET INC Communication Services 201,002.0 $57.7M 0.09% +99K +96.9% $286.86 +37.1%
284 DSGX DESCARTES SYS GROUP INC Technology 798,844.0 $57.2M 0.09% +126K +18.7% $71.56 -5.4%
285 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 810,874.0 $56.3M 0.09% +319K +64.7% $69.37 +17.2%
286 ACM AECOM Industrials 662,277.0 $56.2M 0.09% +25K +3.9% $84.82 -15.7%
287 RF REGIONS FINANCIAL CORP NEW Financial Services 2,144,021.0 $56.0M 0.09% +598K +38.6% $26.12 +2.1%
288 VIKING HOLDINGS LTD 759,204.0 $55.8M 0.09% -13K -1.7% $73.48
289 PTC PTC INC Technology 389,100.0 $55.4M 0.09% +184K +89.3% $142.49 -0.4%
290 OWL BLUE OWL CAPITAL INC Financial Services 6,065,200.0 $55.4M 0.09% +5.8M +2107.1% $9.13 +3.6%
291 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 2,989,100.0 $55.4M 0.09% +371K +14.2% $18.52 -10.3%
292 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 172,000.0 $55.3M 0.09% +54K +45.9% $321.40 +9.4%
293 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 11,810,938.0 $55.3M 0.09% -27.5M -70.0% $4.68 -6.4%
294 CNC CENTENE CORP DEL Healthcare 1,684,669.0 $55.2M 0.09% +633K +60.1% $32.74 +77.9%
295 CCK CROWN HLDGS INC Consumer Cyclical 548,000.0 $54.9M 0.09% +70K +14.7% $100.25 -3.1%
296 EZPW EZCORP INC Financial Services 2,157,366.0 $54.8M 0.09% -197K -8.4% $25.38 +30.0%
297 U UNITY SOFTWARE INC Technology 2,485,597.0 $54.5M 0.09% NEW $21.94 +23.8%
298 GLPI GAMING & LEISURE P Real Estate 1,221,330.0 $54.2M 0.09% +575K +89.0% $44.37 +4.5%
299 ANGLOGOLD ASHANTI PLC 556,200.0 $54.2M 0.09% NEW $97.36
300 CSL CARLISLE COS INC Industrials 161,460.0 $53.9M 0.08% +51K +46.8% $333.62 -0.8%
Page 15 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%