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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 13 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SF STIFEL FINL CORP Financial Services 374,823.0 $26.2M 0.04% +274K +271.8% $69.77 +20.3%
242 CVCO CAVCO INDS INC DEL Consumer Cyclical 42,169.0 $25.9M 0.04% +4K +11.2% $614.38 -4.0%
243 APPS DIGITAL TURBINE INC Technology 2,003,000.0 $25.8M 0.04% +1.7M +608.3% $12.90 -4.6%
244 ATLANTA BRAVES HLDGS INC 496,829.0 $25.8M 0.04% +192K +62.9% $51.90
245 LIBERTY GLOBAL LTD 2,315,315.0 $25.5M 0.04% +228K +10.9% $11.00
246 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 2,530,290.0 $25.3M 0.04% +1.8M +225.7% $10.00 -3.3%
247 CALY CALLAWAY GOLF CO Consumer Cyclical 1,338,900.0 $25.2M 0.04% +413K +44.7% $18.79 -13.0%
248 PEN PENUMBRA INC Healthcare 79,500.0 $25.1M 0.04% +77K +3580.6% $315.75 +3.4%
249 OMCL OMNICELL COM Healthcare 596,243.0 $24.8M 0.03% +113K +23.4% $41.52 -12.7%
250 SFIX STITCH FIX INC Consumer Cyclical 6,003,658.0 $24.7M 0.03% +358K +6.3% $4.11 -18.4%
251 ADTRAN HOLDINGS INC 1,773,740.0 $24.7M 0.03% +1.6M +774.2% $13.90
252 PRI PRIMERICA INC Financial Services 86,740.0 $24.7M 0.03% +34K +64.2% $284.20 +8.4%
253 ENS ENERSYS Industrials 103,800.0 $24.3M 0.03% +44K +74.8% $233.82 -15.3%
254 BND VANGUARD BD INDEX FDS 323,400.0 $23.7M 0.03% +288K +805.9% $73.41 -1.6%
255 BTG B2GOLD CORP Basic Materials 6,331,176.0 $23.7M 0.03% +3.7M +136.7% $3.74 +35.2%
256 TPG TPG INC Financial Services 577,000.0 $23.4M 0.03% +38K +7.1% $40.55 +28.3%
257 SCHX SCHWAB STRATEGIC TR 787,200.0 $23.2M 0.03% +702K +822.9% $29.43 +3.0%
258 NFBK NORTHFIELD BANCORP INC DEL Financial Services 1,567,649.0 $23.1M 0.03% +259K +19.8% $14.73 +3.9%
259 CNX CNX RES CORP Energy 678,416.0 $23.0M 0.03% +215K +46.5% $33.93 +5.7%
260 CARG CARGURUS INC Consumer Cyclical 673,827.0 $23.0M 0.03% +330K +96.0% $34.09 +7.9%
Page 13 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%