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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 19 of 157  ·  3,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CPT CAMDEN PPTY TR Real Estate 401,100.0 $45.9M 0.06% -66K -14.1% $114.49 -6.3%
362 FCEL FUELCELL ENERGY INC Industrials 1,272,500.0 $45.8M 0.06% +386K +43.5% $36.01 -39.7%
363 KMX CARMAX INC Consumer Cyclical 864,362.0 $45.7M 0.06% -381K -30.6% $52.89 +8.5%
364 CVS CVS HEALTH CORP Healthcare 441,016.0 $45.6M 0.06% +178K +67.6% $103.45 -8.3%
365 GRAB GRAB HOLDINGS LIMITED Technology 12,068,200.0 $45.5M 0.06% -1.2M -9.4% $3.77 -8.5%
366 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 4,077,200.0 $45.5M 0.06% -5.0M -55.1% $11.15 -9.5%
367 VMI VALMONT INDS INC Industrials 78,320.0 $45.2M 0.06% +28K +55.5% $577.60 -15.6%
368 WLFC WILLIS LEASE FIN CORP Industrials 197,697.0 $45.2M 0.06% $228.80 -74.9%
369 ALV AUTOLIV INC Consumer Cyclical 388,400.0 $45.1M 0.06% +177K +83.4% $116.17 +3.5%
370 MCO MOODYS CORP Financial Services 98,800.0 $44.7M 0.06% -13K -11.8% $452.92 +7.3%
371 HWM HOWMET AEROSPACE INC Industrials 165,518.0 $44.5M 0.06% -264K -61.5% $268.86 +8.8%
372 RTX RTX CORPORATION Industrials 234,046.0 $44.4M 0.06% NEW $189.73 +18.8%
373 DSGX DESCARTES SYS GROUP INC Technology 640,844.0 $44.4M 0.06% -158K -19.8% $69.24 +8.7%
374 IONS IONIS PHARMACEUTICALS INC Healthcare 559,414.0 $44.4M 0.06% +254K +83.1% $79.29 -24.8%
375 MSGE SPHERE ENTERTAINMENT CO Communication Services 255,935.0 $44.3M 0.06% -304K -54.3% $173.03 -52.7%
376 XLE SELECT SECTOR SPDR TR 832,534.0 $44.2M 0.06% NEW $53.11 +19.9%
377 AME AMETEK INC Industrials 181,950.0 $44.0M 0.06% -124K -40.6% $241.94 +3.3%
378 PCRX PACIRA BIOSCIENCES INC Healthcare 1,733,801.0 $44.0M 0.06% -92K -5.0% $25.37 -5.4%
379 CF CF INDUSTRIES HOLD Basic Materials 403,439.0 $43.7M 0.06% +156K +63.0% $108.26 +10.6%
380 U UNITY SOFTWARE INC Technology 1,527,297.0 $43.7M 0.06% -958K -38.5% $28.58 +63.5%
Page 19 of 157  ·  3,140 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%