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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 31 of 157  ·  3,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ERAS ERASCA INC Healthcare 1,368,918.0 $25.1M 0.04% -30K -2.1% $18.32 -6.6%
602 SEIC SEI INVTS CO Financial Services 284,726.0 $25.0M 0.03% -115K -28.8% $87.71 +24.1%
603 CAG CONAGRA BRANDS INC Consumer Defensive 1,852,381.0 $24.9M 0.03% NEW $13.46 +20.8%
604 AOS SMITH A O CORP Industrials 397,499.0 $24.9M 0.03% -347K -46.6% $62.72 +0.6%
605 OMCL OMNICELL COM Healthcare 596,243.0 $24.8M 0.03% +113K +23.4% $41.52 -13.0%
606 RS RELIANCE INC Basic Materials 66,252.0 $24.8M 0.03% NEW $373.60 +3.1%
607 SFIX STITCH FIX INC Consumer Cyclical 6,003,658.0 $24.7M 0.03% +358K +6.3% $4.11 -21.2%
608 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 45,942.0 $24.7M 0.03% -26K -36.1% $536.95 -1.7%
609 ADTRAN HOLDINGS INC 1,773,740.0 $24.7M 0.03% +1.6M +774.2% $13.90
610 PRI PRIMERICA INC Financial Services 86,740.0 $24.7M 0.03% +34K +64.2% $284.20 +5.6%
611 T AT&T INC Communication Services 1,190,746.0 $24.6M 0.03% NEW $20.70 +21.5%
612 UDR UDR INC Real Estate 616,298.0 $24.6M 0.03% -637K -50.8% $39.92 -5.1%
613 FLNG FLEX LNG LTD Energy 875,404.0 $24.6M 0.03% -295K -25.2% $28.06 +15.5%
614 CLH CLEAN HARBORS INC Industrials 82,202.0 $24.6M 0.03% NEW $298.75 +9.9%
615 STM STMICROELECTRONICS N V Technology 332,974.0 $24.5M 0.03% NEW $73.69 -32.0%
616 STE STERIS PLC Healthcare 115,913.0 $24.4M 0.03% NEW $210.57 +13.4%
617 AIT APPLIED INDL TECHNOLOGIES IN Industrials 72,110.0 $24.4M 0.03% NEW $338.15 +0.3%
618 DUOL DUOLINGO INC Technology 211,526.0 $24.3M 0.03% -392K -65.0% $115.02 +27.6%
619 ENS ENERSYS Industrials 103,800.0 $24.3M 0.03% +44K +74.8% $233.82 -18.7%
620 LZ LEGALZOOM COM INC Industrials 3,945,493.0 $24.2M 0.03% -68K -1.7% $6.13 -4.0%
Page 31 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%