EdgeMarket › What Renaissance Technologies Llc reported owning
What Renaissance Technologies Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
63.9BPositions
3,213Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UTHR UNITED THERAPEUTICS Corp | 1.1B | 1.7% | 1.8M | 513.12 | +67.4% |
| PLTR Palantir Technologies Inc. | 1.0B | 1.6% | 7.0M | 179.94 | +15.3% |
| AAPL Apple Inc. | 780.6M | 1.2% | 3.1M | 309.35 | +36.9% |
| KGC KINROSS GOLD CORP | 779.7M | 1.2% | 25.5M | 32.76 | +71.7% |
| MU MICRON TECHNOLOGY INC | 730.7M | 1.1% | 2.2M | 966.78 | +724.8% |
| VRSN VERISIGN INC/CA | 699.9M | 1.1% | 2.8M | 281.80 | +3.8% |
| EXEL EXELIXIS, INC. | 588.8M | 0.9% | 13.7M | 54.08 | +42.8% |
| FNV FRANCO NEVADA Corp | 548.2M | 0.9% | 2.2M | 265.74 | +49.0% |
| SNDK Sandisk Corp | 508.0M | 0.8% | 799.6K | 1,596.08 | +3494.8% |
| NVDA NVIDIA CORP | 440.7M | 0.7% | 2.5M | 214.72 | +22.4% |
| CVX CHEVRON CORP | 417.0M | 0.7% | 2.0M | 205.27 | +34.0% |
| RBLX Roblox Corp | 403.1M | 0.6% | 7.1M | 38.37 | -67.6% |
| CVNA CARVANA CO. | 377.6M | 0.6% | 1.2M | 69.91 | +3.2% |
| W Wayfair Inc. | 374.0M | 0.6% | 5.0M | 101.52 | +27.0% |
| HOOD Robinhood Markets, Inc. | 353.7M | 0.6% | 5.1M | 108.13 | +2.6% |
| INCY INCYTE CORP | 343.7M | 0.5% | 3.7M | 127.81 | +48.3% |
| AGX ARGAN INC | 332.7M | 0.5% | 610.9K | 501.63 | +132.4% |
| INTC INTEL CORP | 326.5M | 0.5% | 7.4M | 90.07 | +282.6% |
| NBIX NEUROCRINE BIOSCIENCES INC | 318.7M | 0.5% | 2.4M | 152.57 | +14.5% |
| UNH UNITEDHEALTH GROUP INC | 313.5M | 0.5% | 1.2M | 390.11 | +30.1% |
| STRL STERLING INFRASTRUCTURE, INC. | 312.3M | 0.5% | 766.9K | 516.81 | +88.0% |
| LIN LINDE PLC | 312.2M | 0.5% | 629.8K | 487.57 | +1.1% |
| WDC WESTERN DIGITAL CORP | 310.0M | 0.5% | 1.1M | 459.44 | +507.4% |
| CBOE Cboe Global Markets, Inc. | 309.3M | 0.5% | 1.1M | 300.74 | +19.4% |
| GILD GILEAD SCIENCES, INC. | 300.0M | 0.5% | 2.2M | 146.12 | +23.1% |
| ETSY ETSY INC | 298.0M | 0.5% | 6.0M | 81.03 | +24.7% |
| ALSN Allison Transmission Holdings Inc | 264.6M | 0.4% | 2.3M | 133.23 | +52.6% |
| AVGO Broadcom Inc. | 245.7M | 0.4% | 793.8K | 368.45 | +26.5% |
| VRT Vertiv Holdings Co | 242.6M | 0.4% | 968.0K | 261.95 | +105.4% |
| MEDP Medpace Holdings, Inc. | 242.3M | 0.4% | 504.7K | 620.75 | +33.3% |
| NU Nu Holdings Ltd. | 233.8M | 0.4% | 16.3M | 14.58 | +7.0% |
| ABNB Airbnb, Inc. | 231.2M | 0.4% | 1.8M | 187.30 | +49.9% |
| NYT NEW YORK TIMES CO | 230.8M | 0.4% | 2.8M | 65.69 | +9.6% |
| MSTR Strategy Inc | 230.8M | 0.4% | 2.1M | 119.25 | -65.4% |
| CORT CORCEPT THERAPEUTICS INC | 229.1M | 0.4% | 5.7M | 122.25 | +73.7% |
| AGI ALAMOS GOLD INC | 227.4M | 0.4% | 5.1M | 37.86 | +42.8% |
| ADBE ADOBE INC. | 224.9M | 0.4% | 925.3K | 275.30 | -22.1% |
| VALE Vale S.A. | 223.6M | 0.3% | 14.1M | 14.59 | +50.1% |
| B BARRICK MINING CORP | 223.4M | 0.3% | 5.5M | 47.60 | +91.6% |
| P Everpure, Inc. | 222.0M | 0.3% | 3.8M | 108.55 | +95.5% |
| NVMI NOVA LTD. | 221.9M | 0.3% | 510.9K | 376.99 | +53.0% |
| ALKS Alkermes plc. | 217.8M | 0.3% | 6.2M | 48.33 | +66.8% |
| DASH DoorDash, Inc. | 214.2M | 0.3% | 1.4M | 223.49 | -8.3% |
| RDDT Reddit, Inc. | 210.8M | 0.3% | 1.6M | 153.29 | -29.8% |
| MELI MERCADOLIBRE INC | 208.0M | 0.3% | 120.3K | 1,922.73 | -17.7% |
| V VISA INC. | 204.5M | 0.3% | 676.8K | 371.04 | +7.9% |
| JPM JPMORGAN CHASE & CO | 202.5M | 0.3% | 688.4K | 351.58 | +20.3% |
| BSX BOSTON SCIENTIFIC CORP | 197.8M | 0.3% | 3.2M | 50.37 | -52.5% |
| ZM Zoom Communications, Inc. | 197.7M | 0.3% | 2.5M | 107.43 | +48.9% |
| BTU PEABODY ENERGY CORP | 195.5M | 0.3% | 5.9M | 27.61 | +72.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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