Renaissance Technologies LLC Top Holdings and 13F Report (2025) About Renaissance Technologies LLCInvestment ActivityRenaissance Technologies LLC has $75.17 billion in total holdings as of June 30, 2025.Renaissance Technologies LLC owns shares of 3,522 different stocks, but just 553 companies or ETFs make up 80% of its holdings.Approximately 26.50% of the portfolio was purchased this quarter.About 23.68% of the portfolio was sold this quarter.This quarter, Renaissance Technologies LLC has purchased 3,406 new stocks and bought additional shares in 1,565 stocks.Renaissance Technologies LLC sold shares of 1,306 stocks and completely divested from 516 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $1,840,598,254NVIDIA $1,172,726,130Robinhood Markets $1,078,208,811VeriSign $943,616,167Netflix $721,161,111 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $421,823,730 Holding833445109 - Snowflake $160,443,090 Holding81141R100 - SEA $129,727,334 Holding337738108 - Fiserv $126,536,354 Holding097023105 - Boeing $116,372,962 Holding Largest Purchases this Quarter NVIDIA 6,337,784 shares (about $1.00B)Netflix 538,120 shares (about $720.61M)Apple 2,281,886 shares (about $468.18M)UnitedHealth Group 1,352,129 shares (about $421.82M)GE VERNOVA INC 710,600 shares (about $376.01M) Largest Sales this Quarter Broadcom 2,426,950 shares (about $672.91M)Robinhood Markets 5,140,782 shares (about $481.33M)Meta Platforms 585,842 shares (about $432.53M)Alphabet 2,273,440 shares (about $401.88M)PALANTIR TECHNOLOGIES INC 2,787,827 shares (about $380.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRenaissance Technologies LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$1,840,598,254$380,036,441 ▼-17.1%13,502,0462.4%CL ANVDANVIDIA$1,172,726,130$1,001,312,305 ▲584.1%7,422,7441.6%Computer and TechnologyHOODRobinhood Markets$1,078,208,811$481,331,418 ▼-30.9%11,515,6341.4%FinanceVRSNVeriSign$943,616,167$73,181,342 ▲8.4%3,267,3691.3%Computer and TechnologyNFLXNetflix$721,161,111$720,614,744 ▲131,892.2%538,5281.0%Consumer DiscretionaryEXELExelixis$697,256,144$43,876,663 ▲6.7%15,819,7650.9%MedicalSPOTSpotify Technology$676,737,376$47,369,506 ▲7.5%881,9250.9%Computer and TechnologySFMSprouts Farmers Market$663,802,796$38,180,016 ▼-5.4%4,031,8440.9%Retail/WholesaleRBLXRoblox$641,894,527$1,073,040 ▲0.2%6,101,6590.9%Consumer DiscretionaryGILDGilead Sciences$628,232,881$23,864,657 ▲3.9%5,666,3920.8%MedicalGE VERNOVA INC$622,493,118$376,013,990 ▲152.6%1,176,4020.8%COMUTHRUnited Therapeutics$608,921,086$3,476,935 ▲0.6%2,119,0920.8%MedicalDOORDASH INC$607,446,984$119,680,605 ▲24.5%2,464,1880.8%CL AFNVFranco-Nevada$534,043,000$37,275,408 ▲7.5%3,257,9490.7%Basic MaterialsKGCKinross Gold$523,220,971$15,999,431 ▲3.2%33,475,4300.7%Basic MaterialsAPPLOVIN CORP$483,401,667$175,611,331 ▲57.1%1,380,8320.6%COM CL AFFord Motor$471,793,273$261,953,091 ▲124.8%43,483,2510.6%Auto/Tires/TrucksAAPLApple$469,076,464$468,178,632 ▲52,145.5%2,286,2620.6%Computer and TechnologyCORTCorcept Therapeutics$459,953,907$9,055,431 ▲2.0%6,266,4020.6%MedicalVRTXVertex Pharmaceuticals$447,376,138$74,207,272 ▼-14.2%1,004,8880.6%MedicalUNHUnitedHealth Group$421,823,730$421,823,730 ▲New Holding1,352,1290.6%MedicalNTNXNutanix$389,415,936$36,737,064 ▲10.4%5,094,4000.5%Computer and TechnologyCBOECboe Global Markets$386,854,345$13,852,674 ▼-3.5%1,658,8240.5%Financial ServicesETSYEtsy$383,585,609$118,026,480 ▲44.4%7,647,2410.5%Retail/WholesaleABBVAbbVie$364,186,069$137,340,238 ▲60.5%1,961,9980.5%MedicalMNDYmonday.com$343,031,639$28,806,368 ▼-7.7%1,090,7900.5%Computer and TechnologyHIMSHims & Hers Health$342,442,182$7,721,765 ▼-2.2%6,869,4520.5%MedicalDUOLINGO INC$341,874,676$130,427,362 ▲61.7%833,8000.5%CL A COMCVNACarvana$341,378,220$260,941,824 ▲324.4%1,013,1120.5%Retail/WholesaleNVONovo Nordisk A/S$340,737,660$130,075,092 ▼-27.6%4,936,7960.5%MedicalCOINCoinbase Global$307,484,877$35,399,490 ▼-10.3%877,3000.4%FinanceABNBAirbnb$303,990,655$202,597,002 ▼-40.0%2,297,0420.4%Consumer DiscretionaryTEAMAtlassian$300,740,343$2,721,406 ▼-0.9%1,480,8230.4%Computer and TechnologyNBIXNeurocrine Biosciences$297,432,439$17,131,547 ▼-5.4%2,366,3970.4%MedicalDBXDropbox$288,857,083$11,871,860 ▼-3.9%10,099,8980.4%Computer and TechnologyCMECME Group$287,330,818$62,510,616 ▲27.8%1,042,4890.4%FinanceCVLTCommVault Systems$282,708,346$12,272,832 ▼-4.2%1,621,6850.4%Computer and TechnologyALSNAllison Transmission$281,030,195$14,884,933 ▼-5.0%2,958,5240.4%Auto/Tires/TrucksZMZoom Communications$280,739,541$2,471,966 ▼-0.9%3,600,1480.4%Computer and TechnologyNVSNovartis$278,099,253$1,319,009 ▲0.5%2,298,1510.4%MedicalDOCUDocusign$268,703,987$30,618,559 ▼-10.2%3,449,7880.4%Computer and TechnologyINCYIncyte$264,359,569$11,794,920 ▲4.7%3,881,9320.4%MedicalTWTradeweb Markets$255,939,408$8,725,440 ▼-3.3%1,748,2200.3%FinanceCLColgate-Palmolive$251,830,269$13,089,600 ▼-4.9%2,770,4100.3%Consumer StaplesTAT&T$250,890,050$176,749,064 ▲238.4%8,669,3170.3%Computer and TechnologySTRLSterling Infrastructure$249,966,191$12,440,269 ▲5.2%1,083,3710.3%ConstructionREDDIT INC$242,056,332$48,272,742 ▼-16.6%1,607,6000.3%CL AGEGE Aerospace$235,295,385$73,963,076 ▲45.8%914,1590.3%AerospaceEATBrinker International$234,909,579$54,117,033 ▲29.9%1,302,6650.3%Retail/WholesaleNGGNational Grid Transco$234,115,141$10,551,338 ▲4.7%3,146,2860.3%UtilitiesWWayfair$233,621,174$12,053,698 ▲5.4%4,568,2670.3%Retail/WholesaleCALMCal-Maine Foods$230,501,378$26,641,062 ▲13.1%2,313,5740.3%Basic MaterialsNUNU$229,322,010$167,610,491 ▲271.6%16,712,1130.3%FinanceLILi Auto$222,788,326$6,915,761 ▲3.2%8,217,9390.3%Auto/Tires/TrucksPSTGPure Storage$221,286,389$4,330,016 ▲2.0%3,843,1120.3%Computer and TechnologyFTNTFortinet$217,873,168$145,206,420 ▼-40.0%2,060,8510.3%Computer and TechnologyCCLCarnival$213,737,336$146,923,850 ▼-40.7%7,600,9010.3%Consumer DiscretionaryMMCMarsh & McLennan Companies$212,940,274$77,602,114 ▲57.3%973,9310.3%FinanceMEDPMedpace$212,824,700$31,511,544 ▲17.4%678,0880.3%MedicalADBEAdobe$211,505,416$189,281,394 ▲851.7%546,6930.3%Computer and TechnologyVERALTO CORP$197,589,435$28,477,187 ▲16.8%1,957,3000.3%COM SHSCHWYChewy$195,710,273$120,554,932 ▲160.4%4,591,9820.3%Retail/WholesaleMSFTMicrosoft$188,407,012$15,046,815 ▲8.7%378,7720.3%Computer and TechnologyWINGWingstop$187,882,736$63,206,098 ▼-25.2%557,9460.2%Retail/WholesaleUBERUber Technologies$187,029,180$116,335,770 ▲164.6%2,004,6000.2%Computer and TechnologyAGIAlamos Gold$186,534,944$2,597,568 ▼-1.4%7,023,1530.2%Basic MaterialsTMOThermo Fisher Scientific$186,086,087$123,140,780 ▲195.6%458,9500.2%MedicalNVMINova$185,040,627$6,274,560 ▼-3.3%672,3860.2%Computer and TechnologyCRVLCorVel$184,595,963$3,494,520 ▼-1.9%1,796,0300.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$184,231,496$61,288,194 ▲49.9%813,4200.2%Computer and TechnologyERICEricsson$182,963,632$71,214,497 ▲63.7%21,575,9000.2%Computer and TechnologyNYTNew York Times$182,527,268$10,160,370 ▼-5.3%3,260,5800.2%Consumer StaplesEDUNew Oriental Education & Technology Group$181,695,723$14,420,835 ▲8.6%3,367,8540.2%Consumer DiscretionaryITUBItau Unibanco$181,632,303$36,797,726 ▲25.4%26,749,9710.2%FinanceCHENIERE ENERGY INC$180,680,395$22,428,192 ▼-11.0%741,9530.2%COM NEWROLRollins$179,098,632$2,138,036 ▲1.2%3,174,3820.2%ConstructionLOGILogitech International$176,186,845$17,980,935 ▲11.4%1,954,8080.2%Computer and TechnologyPERMIAN RESOURCES CORP$174,454,181$20,096,719 ▲13.0%12,808,6770.2%CLASS A COMUNPUnion Pacific$173,802,432$8,628,000 ▲5.2%755,4000.2%TransportationVIRTVirtu Financial$170,521,039$4,631,286 ▲2.8%3,807,1230.2%FinanceINTCIntel$170,074,383$161,764,099 ▲1,946.6%7,592,5900.2%Computer and TechnologyWYNNWynn Resorts$169,791,488$13,934,818 ▲8.9%1,812,6560.2%Consumer DiscretionaryCPNGCoupang$169,773,583$9,137,800 ▲5.7%5,666,6750.2%Retail/WholesaleRCLRoyal Caribbean Cruises$167,091,817$95,476,386 ▼-36.4%533,6010.2%Consumer DiscretionaryALKSAlkermes$166,228,678$2,040,809 ▲1.2%5,810,1600.2%MedicalLYFTLyft$166,142,346$38,181,752 ▲29.8%10,542,0270.2%Computer and TechnologyKKellanova$165,645,084$59,494,166 ▲56.0%2,082,8000.2%Consumer DiscretionaryTMETencent Music Entertainment Group$163,004,420$6,045,798 ▲3.9%8,363,4900.2%Consumer DiscretionaryTKO GROUP HOLDINGS INC$162,345,615$20,205,911 ▼-11.1%892,2540.2%CL ABMYBristol Myers Squibb$161,141,647$65,130,030 ▲67.8%3,481,1330.2%MedicalBSXBoston Scientific$160,743,469$90,760,161 ▲129.7%1,496,5410.2%MedicalSNOWSnowflake$160,443,090$160,443,090 ▲New Holding717,0000.2%Computer and TechnologyGDDYGoDaddy$156,598,182$38,136,708 ▲32.2%869,7000.2%Computer and TechnologyVEEVVeeva Systems$147,618,548$131,030,900 ▲789.9%512,6000.2%MedicalNTESNetEase$146,569,463$7,401,900 ▲5.3%1,089,0880.2%Computer and TechnologyMCKMcKesson$145,182,770$144,596,546 ▲24,665.8%198,1260.2%MedicalMUSAMurphy USA$144,479,902$8,705,520 ▼-5.7%355,1620.2%Retail/WholesaleNEW GOLD INC CDA$144,236,387$5,228,685 ▲3.8%29,138,6640.2%COMWSMWilliams-Sonoma$143,438,860$59,826,094 ▼-29.4%878,0000.2%Retail/WholesaleTJXTJX Companies$141,161,419$99,298,309 ▲237.2%1,143,1000.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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