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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 32 of 161  ·  3,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RGLD ROYAL GOLD INC Basic Materials 83,380.0 $21.2M 0.03% +64K +336.5% $254.49 -11.1%
622 NEU NEWMARKET CORP Basic Materials 33,100.0 $21.2M 0.03% +19K +136.7% $640.95 +9.3%
623 RYN RAYONIER INC Real Estate 1,024,483.0 $21.1M 0.03% +85K +9.0% $20.62 -3.7%
624 VTV VANGUARD INDEX FDS 107,500.0 $21.1M 0.03% +96K +877.3% $196.20 +5.5%
625 STANDARDAERO INC 814,800.0 $21.0M 0.03% +216K +36.1% $25.83
626 GWW WW GRAINGER INC Industrials 19,240.0 $21.0M 0.03% -55K -74.1% $1090.81 +16.0%
627 AR ANTERO RESOURCES CORP Energy 493,800.0 $21.0M 0.03% NEW $42.44 -8.2%
628 YELP YELP INC Communication Services 844,234.0 $20.9M 0.03% $24.74 -11.9%
629 AVB AVALONBAY CMNTYS INC Real Estate 127,814.0 $20.9M 0.03% NEW $163.35 +13.3%
630 BLBD BLUE BIRD CORP Consumer Cyclical 367,540.0 $20.9M 0.03% -48K -11.5% $56.79 +13.8%
631 EXLS EXLSERVICE HLDGS INC Technology 684,300.0 $20.8M 0.03% +365K +114.2% $30.45 -4.8%
632 RIG TRANSOCEAN LTD Energy 3,134,728.0 $20.8M 0.03% -5.9M -65.3% $6.63 +14.3%
633 CSX CSX CORP Industrials 503,600.0 $20.7M 0.03% NEW $41.05 +12.5%
634 UFPT UFP TECHNOLOGIES INC Healthcare 106,472.0 $20.6M 0.03% -34K -24.5% $193.60 +12.2%
635 UGP ULTRAPAR PARTICIPACOES SA Energy 3,740,700.0 $20.6M 0.03% +358K +10.6% $5.51 +5.8%
636 AROC ARCHROCK INC Energy 591,534.0 $20.6M 0.03% +204K +52.5% $34.80 +9.3%
637 CDNA CAREDX INC Healthcare 1,184,398.0 $20.6M 0.03% +79K +7.2% $17.36 +18.3%
638 GLNG GOLAR LNG LTD Energy 377,692.0 $20.4M 0.03% NEW $54.11 +4.9%
639 NPK NATIONAL PRESTO INDS INC Industrials 148,300.0 $20.3M 0.03% -14K -8.9% $137.06 +4.9%
640 LEIDOS HOLDINGS INC 130,050.0 $20.2M 0.03% NEW $155.52
Page 32 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%