Institutions / Renaissance Technologies LLC

Renaissance Technologies LLC

CIK 1037389 · Institution · as of Mar 31, 2026
Portfolio value
$63.93B
Positions
3,213
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$63.93B-0.8%
$64.46B$64.20B$63.93BQ4 '25Q1 '26

Positions

3,213+0.9%
3,2133,1993,185Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 3,213 →
CompanyClassValueShares% of portfolio
United Therapeutics Corp$1.06B1,787,0191.7%
Palantir Technologies Inc$1.02B6,985,9261.6%
Apple Inc.$780.57M3,075,6381.2%
Kinross Gold Corp$779.68M25,546,4131.2%
Micron Technology Inc$730.74M2,162,9861.1%
VeriSign Inc$699.92M2,818,1511.1%
Exelixis, Inc.$588.75M13,726,9930.9%
Franco Nev Corp$548.18M2,218,9180.9%
Sandisk Corp$508.00M799,5680.8%
NVIDIA Corp$440.70M2,526,9480.7%
Chevron Corp$416.98M2,015,3960.7%
ROBLOX Corp$403.05M7,126,1340.6%
Carvana Co.$377.64M1,201,2180.6%
Wayfair Inc.$373.98M4,972,4250.6%
Robinhood Markets, Inc.$353.72M5,104,1370.6%
Incyte Corp$343.68M3,651,5320.5%
Argan, Inc.$332.73M610,8990.5%
Intel Corp$326.54M7,399,3940.5%
Neurocrine Biosciences Inc$318.67M2,418,8970.5%
Unitedhealth Group Inc$313.46M1,158,4280.5%
Sterling Infrastructure, Inc.$312.34M766,9140.5%
Linde PLC$312.24M629,8200.5%
Western Digital Corp$310.02M1,146,1330.5%
Cboe Global Markets Inc$309.32M1,100,5060.5%
Gilead Sciences, Inc.$300.00M2,152,5280.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewApple Inc.$780.57M+3.1M
3,075,638
1.22% of portfolio
high
Q1 2026
as of
TrimNetflix Inc$-685.66M-7.2M
-99.97%
2,461
<0.01% of portfolio
high
Q1 2026
as of
TrimCostco Wholesale Corp /New$-671.16M-674K
-97.19%
19,456
0.03% of portfolio
high
Q1 2026
as of
ExitPROCTER & GAMBLE Co$-427.93M-3.0M
-100.00%
high
Q1 2026
as of
TrimTesla Inc$-427.82M-1.2M
-84.49%
211,290
0.12% of portfolio
high
Q1 2026
as of
ExitFord Motor Co$-324.47M-24.7M
-100.00%
high
Q1 2026
as of
AddNVIDIA Corp$288.72M+1.7M
+189.98%
2,526,948
0.69% of portfolio
high
Q1 2026
as of
TrimMicron Technology Inc$-286.54M-848K
-28.17%
2,162,986
1.14% of portfolio
high
Q1 2026
as of
TrimPalantir Technologies Inc$-264.88M-1.8M
-20.58%
6,985,926
1.60% of portfolio
high
Q1 2026
as of
TrimSandisk Corp$-260.13M-409K
-33.87%
799,568
0.79% of portfolio
high