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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 35 of 157  ·  3,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 YELP YELP INC Communication Services 844,234.0 $20.7M 0.03% $24.52 -3.3%
682 DY DYCOM INDS INC Industrials 40,880.0 $20.7M 0.03% +5K +12.8% $505.59 -20.7%
683 DLTR DOLLAR TREE INC Consumer Defensive 170,403.0 $20.6M 0.03% +157K +1181.2% $120.95 +6.0%
684 GKOS GLAUKOS CORP Healthcare 147,192.0 $20.6M 0.03% +28K +23.8% $139.76 +35.6%
685 NNN NNN REIT INC Real Estate 441,800.0 $20.6M 0.03% +330K +293.8% $46.53 -0.8%
686 HAS HASBRO INC Consumer Cyclical 248,700.0 $20.5M 0.03% +64K +34.9% $82.59 +13.0%
687 IAC PEOPLE INC Technology 444,827.0 $20.5M 0.03% NEW $46.16 -0.0%
688 VNO VORNADO RLTY TR Real Estate 520,999.0 $20.5M 0.03% +358K +218.7% $39.30 -2.8%
689 USNA USANA HEALTH SCIENCES INC Consumer Defensive 958,520.0 $20.5M 0.03% -59K -5.8% $21.35 -38.2%
690 BCC BOISE CASCADE CO DEL Basic Materials 263,549.0 $20.5M 0.03% +23K +9.6% $77.63 +3.7%
691 CALX CALIX INC Technology 548,118.0 $20.5M 0.03% +5K +0.9% $37.32 +6.9%
692 SD SANDRIDGE ENERGY INC Energy 1,487,395.0 $20.4M 0.03% -16K -1.1% $13.70 +4.5%
693 CVBF CVB FINL CORP Financial Services 903,591.0 $20.4M 0.03% +476K +111.3% $22.55 -0.1%
694 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 476,030.0 $20.4M 0.03% -181K -27.6% $42.77 -43.2%
695 MDU MDU RES GROUP INC Industrials 957,150.0 $20.3M 0.03% +27K +2.9% $21.21 -3.3%
696 CTS CTS CORP Technology 311,342.0 $20.3M 0.03% -77K -19.8% $65.19 -12.2%
697 CMPS COMPASS PATHWAYS PLC Healthcare 1,431,889.0 $20.3M 0.03% +567K +65.5% $14.15 -1.6%
698 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,121,378.0 $20.2M 0.03% -544K -32.6% $17.97 +8.1%
699 WCN WASTE CONNECTIONS INC Industrials 120,261.0 $20.0M 0.03% -23K -16.2% $166.69 +1.2%
700 EPR EPR PPTYS Real Estate 345,400.0 $20.0M 0.03% -219K -38.8% $58.01 +5.6%
Page 35 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%