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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 10 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TGTX TG THERAPEUTICS INC Healthcare 679,300.0 $37.3M 0.05% +338K +99.3% $54.94 -9.6%
182 JBLU JETBLUE AIRWAYS CORP Industrials 6,474,281.0 $37.1M 0.05% +4.2M +188.2% $5.73 -10.6%
183 WM WASTE MGMT INC DEL Industrials 166,400.0 $37.1M 0.05% +140K +523.2% $222.88 +1.6%
184 AEIS ADVANCED ENERGY INDS Industrials 98,562.0 $36.8M 0.05% +96K +4144.7% $372.87 -15.7%
185 PINNACLE FINL PARTNERS INC 359,800.0 $36.3M 0.05% +171K +90.6% $100.88
186 OUSTER INC 575,900.0 $36.0M 0.05% +443K +334.3% $62.52
187 NI NISOURCE INC Utilities 747,300.0 $35.5M 0.05% +738K +8203.3% $47.55 -10.7%
188 EL LAUDER ESTEE COS INC Consumer Defensive 449,300.0 $35.5M 0.05% +418K +1344.7% $78.95 +7.8%
189 CDNA CAREDX INC Healthcare 1,242,959.0 $35.4M 0.05% +59K +4.9% $28.50 +61.0%
190 KRE SPDR SERIES TRUST 469,373.0 $35.1M 0.05% +327K +230.8% $74.85 +2.6%
191 SBSW SIBANYE STILLWATER LTD Basic Materials 4,097,087.0 $34.8M 0.05% +2.3M +124.3% $8.49 +24.5%
192 NUVL NUVALENT INC Healthcare 280,900.0 $34.7M 0.05% +192K +215.6% $123.50 +0.4%
193 MYRG MYR GROUP INC Industrials 69,240.0 $34.6M 0.05% +3K +4.4% $500.40 -35.3%
194 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 3,560,446.0 $34.5M 0.05% +132K +3.9% $9.68 -9.7%
195 TDG TRANSDIGM GROUP INC Industrials 25,620.0 $34.1M 0.05% +6K +29.5% $1332.04 -7.1%
196 NTRS NORTHERN TR CORP Financial Services 196,298.0 $34.1M 0.05% +180K +1089.8% $173.84 +9.8%
197 SATL SATELLOGIC INC Technology 5,928,908.0 $33.9M 0.05% +4.7M +399.0% $5.72 +1.9%
198 GRMN GARMIN LTD Technology 142,342.0 $33.8M 0.05% +86K +154.9% $237.54 +25.5%
199 SNEX STONEX GROUP INC Financial Services 284,166.0 $33.7M 0.05% +276K +3423.0% $118.50 -44.2%
200 LOPE GRAND CANYON ED INC Consumer Defensive 234,002.0 $33.5M 0.05% +19K +8.8% $143.11 +3.0%
Page 10 of 53  ·  1,057 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%