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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 11 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IRIDIUM COMMUNICATIONS INC 609,799.0 $33.4M 0.05% +482K +376.0% $54.85
202 SWBI SMITH & WESSON BRANDS INC Industrials 2,218,774.0 $33.4M 0.05% +69K +3.2% $15.04 -6.5%
203 ICHR ICHOR HOLDINGS Technology 296,400.0 $33.3M 0.05% +281K +1776.0% $112.28 -41.4%
204 VENTURE GLOBAL INC 2,964,040.0 $33.0M 0.04% +917K +44.8% $11.13
205 BCPC BALCHEM CORP Basic Materials 193,300.0 $32.7M 0.04% +16K +9.2% $168.95 +5.3%
206 POWL POWELL INDS INC Industrials 114,002.0 $32.6M 0.04% +79K +228.6% $286.36 -29.6%
207 GWW WW GRAINGER INC Industrials 23,950.0 $32.6M 0.04% +5K +24.5% $1360.40 -3.1%
208 WEC WEC ENERGY GROUP INC Utilities 275,575.0 $32.2M 0.04% +148K +115.7% $116.77 -4.6%
209 HIG HARTFORD INSURANCE GROUP INC Financial Services 242,200.0 $32.1M 0.04% +132K +119.0% $132.52 +4.7%
210 EVC ENTRAVISION COMMUNICATIONS C Communication Services 2,440,813.0 $31.8M 0.04% +220K +9.9% $13.04 -32.5%
211 HLNE HAMILTON LANE INC Financial Services 401,431.0 $31.6M 0.04% +244K +155.0% $78.83 +29.4%
212 CG CARLYLE GROUP INC Financial Services 744,700.0 $31.4M 0.04% +608K +444.8% $42.11 +14.6%
213 PNR PENTAIR PLC Industrials 408,864.0 $31.3M 0.04% +79K +24.0% $76.66 -16.8%
214 EXLS EXLSERVICE HLDGS INC Technology 1,202,096.0 $31.1M 0.04% +518K +75.7% $25.86 +37.5%
215 SVM SILVERCORP METALS INC Basic Materials 3,057,400.0 $30.9M 0.04% +245K +8.7% $10.10 +13.7%
216 JLL JONES LANG LASALLE INC Real Estate 98,009.0 $30.4M 0.04% +38K +63.8% $309.95 +21.0%
217 CSX CSX CORP Industrials 634,800.0 $30.2M 0.04% +131K +26.1% $47.53 +6.0%
218 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,194,115.0 $30.2M 0.04% +377K +46.2% $25.26 -1.0%
219 DKS DICKS SPORTING GOODS INC Consumer Cyclical 130,839.0 $29.7M 0.04% +63K +92.6% $226.81 -13.1%
220 NVCR NOVOCURE LTD Healthcare 1,951,911.0 $29.6M 0.04% +400K +25.8% $15.15 +13.3%
Page 11 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%