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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 8 of 53  ·  1,057 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MQ MARQETA INC Technology 12,419,532.0 $50.4M 0.07% +839K +7.2% $4.06 +287.7%
142 HUBS HUBSPOT INC Technology 272,300.0 $49.7M 0.07% +103K +60.4% $182.51 +22.5%
143 AEE AMEREN CORP Utilities 438,200.0 $49.5M 0.07% +150K +52.0% $113.04 -2.3%
144 SUNC SUNOCOCORP LLC Energy 721,000.0 $48.8M 0.07% +230K +46.7% $67.67 +13.0%
145 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 600,500.0 $48.7M 0.07% +591K +6221.1% $81.16 -5.9%
146 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 23,086.0 $48.0M 0.07% +8K +51.0% $2080.79 +8.6%
147 ES EVERSOURCE ENERGY Utilities 663,180.0 $47.9M 0.07% +634K +2172.7% $72.27 +0.5%
148 GDDY GODADDY INC Technology 561,300.0 $47.6M 0.07% +8K +1.4% $84.88 +14.7%
149 SNAP SNAP INC Communication Services 10,655,300.0 $47.3M 0.07% +8.8M +465.1% $4.44 +18.8%
150 LEU CENTRUS ENERGY CORP Energy 280,482.0 $47.1M 0.07% +120K +74.7% $167.87 +6.3%
151 XPO XPO INC Industrials 229,120.0 $47.0M 0.07% +50K +28.2% $205.29 +0.4%
152 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,403,942.0 $46.7M 0.06% +1.1M +312.9% $33.29 +9.2%
153 YUM YUM BRANDS INC Consumer Cyclical 291,600.0 $46.6M 0.06% +287K +6527.3% $159.86 -8.3%
154 WMT WALMART INC Consumer Defensive 410,525.0 $46.5M 0.06% +401K +4351.1% $113.26 +1.7%
155 ANGLOGOLD ASHANTI PLC 574,588.0 $46.5M 0.06% +18K +3.3% $80.89
156 RGLD ROYAL GOLD INC Basic Materials 232,720.0 $46.5M 0.06% +149K +179.1% $199.61 +16.6%
157 FCEL FUELCELL ENERGY INC Industrials 1,272,500.0 $45.8M 0.06% +386K +43.5% $36.01 -37.2%
158 CVS CVS HEALTH CORP Healthcare 441,016.0 $45.6M 0.06% +178K +67.6% $103.45 -8.4%
159 VMI VALMONT INDS INC Industrials 78,320.0 $45.2M 0.06% +28K +55.5% $577.60 -14.6%
160 ALV AUTOLIV INC Consumer Cyclical 388,400.0 $45.1M 0.06% +177K +83.4% $116.17 +3.8%
Page 8 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%