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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 6 of 157  ·  3,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PR PERMIAN RESOURCES CORP Energy 7,606,637.0 $140.0M 0.19% -227K -2.9% $18.41 +20.5%
102 DAVE INC 367,378.0 $136.9M 0.19% -64K -14.9% $372.59
103 DOCU DOCUSIGN INC Technology 3,075,061.0 $136.6M 0.19% -95K -3.0% $44.42 +34.7%
104 MTCH MATCH GROUP INC NEW Communication Services 3,589,054.0 $136.6M 0.19% +395K +12.4% $38.05 -2.2%
105 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 562,073.0 $135.4M 0.19% -257K -31.4% $240.97 +3.1%
106 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 7,599,796.0 $131.9M 0.18% -3.3M -30.4% $17.35 -14.3%
107 FROG JFROG LTD Technology 1,445,248.0 $131.3M 0.18% -130K -8.3% $90.88 +4.1%
108 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 2,857,164.0 $131.2M 0.18% -91K -3.1% $45.91 +15.9%
109 ROST ROSS STORES INC Consumer Cyclical 615,728.0 $131.1M 0.18% +574K +1390.9% $212.85 +10.5%
110 CAH CARDINAL HEALTH INC Healthcare 550,100.0 $130.7M 0.18% +205K +59.5% $237.56 -0.8%
111 MO ALTRIA GROUP INC Consumer Defensive 1,781,400.0 $128.2M 0.18% +105K +6.3% $71.95 -11.1%
112 MSI MOTOROLA SOLUTIONS INC Technology 306,855.0 $127.4M 0.17% -98K -24.2% $415.29 +10.1%
113 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,033,035.0 $127.3M 0.17% +242K +13.5% $62.63 +19.1%
114 TTD THE TRADE DESK INC Technology 7,022,341.0 $127.0M 0.17% +1.6M +29.1% $18.08 -25.9%
115 CALM CAL MAINE FOODS INC Consumer Defensive 1,569,268.0 $126.4M 0.17% -209K -11.8% $80.56 -0.1%
116 JPM JPMORGAN CHASE & CO Financial Services 385,678.0 $126.2M 0.17% -303K -44.0% $327.33 +10.3%
117 NTES NETEASE COM INC Technology 971,788.0 $124.5M 0.17% -391K -28.7% $128.14 -2.9%
118 NVS NOVARTIS AG Healthcare 788,033.0 $123.5M 0.17% -324K -29.1% $156.72 -3.0%
119 BTU PEABODY ENGR CORP Energy 5,313,527.0 $122.8M 0.17% -619K -10.4% $23.12 +12.1%
120 VST VISTRA CORP Utilities 765,275.0 $121.4M 0.17% -297K -27.9% $158.63 -7.9%
Page 6 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%