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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 22 of 157  ·  3,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SWX SOUTHWEST GAS HLDGS INC Utilities 438,900.0 $38.9M 0.05% -20K -4.4% $88.68 +3.4%
422 PATH UIPATH INC Technology 3,553,900.0 $38.6M 0.05% NEW $10.87 +43.3%
423 LIBERTY MEDIA CORP DEL 405,479.0 $38.6M 0.05% -422K -51.0% $95.14
424 COGT COGENT BIOSCIENCES INC Healthcare 996,168.0 $38.6M 0.05% +290K +41.0% $38.70 -3.4%
425 NVR NVR INC Consumer Cyclical 5,650.0 $38.5M 0.05% -1K -20.2% $6813.40 -8.3%
426 COKE COCA COLA CONS INC Consumer Defensive 200,970.0 $38.4M 0.05% -181K -47.4% $190.92 -1.2%
427 PRLB PROTO LABS INC Industrials 469,251.0 $38.2M 0.05% -51K -9.8% $81.51 +4.1%
428 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 468,921.0 $38.2M 0.05% -568K -54.8% $81.51 +7.8%
429 CACC CREDIT ACCEP CORP MICH Financial Services 59,766.0 $38.1M 0.05% -4K -5.8% $636.74 -10.4%
430 OWL BLUE OWL CAPITAL INC Financial Services 4,323,300.0 $37.8M 0.05% -1.7M -28.7% $8.75 +32.5%
431 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 144,640.0 $37.8M 0.05% +41K +39.9% $261.37 +25.5%
432 NU NU HLDGS LTD Financial Services 2,828,056.0 $37.8M 0.05% -13.4M -82.6% $13.36 +7.4%
433 IRMD IRADIMED CORP Healthcare 394,412.0 $37.7M 0.05% -46K -10.5% $95.56 -8.4%
434 HTHT H WORLD GROUP LTD Consumer Cyclical 901,785.0 $37.6M 0.05% -490K -35.2% $41.72 +10.1%
435 VSNT VERSANT MEDIA GROUP INC Industrials 1,043,300.0 $37.6M 0.05% +740K +244.4% $36.01 +9.7%
436 HALO HALOZYME THERAPEUTICS INC Healthcare 479,611.0 $37.5M 0.05% -252K -34.5% $78.27 +34.0%
437 CGNX COGNEX CORP Technology 517,558.0 $37.5M 0.05% -350K -40.4% $72.42 -12.4%
438 MZTI MARZETTI COMPANY Consumer Defensive 327,580.0 $37.4M 0.05% -43K -11.7% $114.16 +1.2%
439 TGTX TG THERAPEUTICS INC Healthcare 679,300.0 $37.3M 0.05% +338K +99.3% $54.94 -8.5%
440 MORN MORNINGSTAR INC Financial Services 238,770.0 $37.3M 0.05% -210K -46.8% $156.02 +33.8%
Page 22 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%