1
UNITED THERAPEUTICS CORP DEL
CUSIP 91307C102
Filed value
$1.1BWeight / shares
1.66% · 1,787,019 shQuarter change
+$129.4M · +13.9%Prior receipt ↗
Institutional filer · CIK 0001037389
Renaissance Technologies reported holdings.
Reported US long positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$63.9BFiling lines parsed
3,213Holdings published
25Current reported holdings
Top 25 positions by filed value
As of 2026-03-31; filed 2026-05-14. QoQ values appear only when both exact quarter filing receipts are present in the cached read model.
RankHoldingFiled valueWeight / sharesQuarter change
2
PLTRPALANTIR TECHNOLOGIES INC
CUSIP 69608A108
Filed value
$1.0BWeight / shares
1.60% · 6,985,926 shQuarter change
-$541.7M · -34.6%Prior receipt ↗
3
AAPLAPPLE INC
CUSIP 037833100
Filed value
$780.6MWeight / shares
1.22% · 3,075,638 shQuarter change
+$780.6MPrior receipt ↗
4
KINROSS GOLD CORP
CUSIP 496902404
Filed value
$779.7MWeight / shares
1.22% · 25,546,413 shQuarter change
+$76.4M · +10.9%Prior receipt ↗
5
MUMICRON TECHNOLOGY INC
CUSIP 595112103
Filed value
$730.7MWeight / shares
1.14% · 2,162,986 shQuarter change
-$128.7M · -15.0%Prior receipt ↗
6
VRSNVERISIGN INC
CUSIP 92343E102
Filed value
$699.9MWeight / shares
1.09% · 2,818,151 shQuarter change
+$24.7M · +3.7%Prior receipt ↗
7
EXELIXIS INC
CUSIP 30161Q104
Filed value
$588.8MWeight / shares
0.92% · 13,726,993 shQuarter change
-$21.1M · -3.5%Prior receipt ↗
8
FRANCO NEV CORP
CUSIP 351858105
Filed value
$548.2MWeight / shares
0.86% · 2,218,918 shQuarter change
+$34.5M · +6.7%Prior receipt ↗
9
SNDKSANDISK CORP
CUSIP 80004C200
Filed value
$508.0MWeight / shares
0.79% · 799,568 shQuarter change
+$221.0M · +77.0%Prior receipt ↗
10
NVDANVIDIA CORPORATION
CUSIP 67066G104
Filed value
$440.7MWeight / shares
0.69% · 2,526,948 shQuarter change
+$278.2M · +171.2%Prior receipt ↗
11
CVXCHEVRON CORPORATION
CUSIP 166764100
Filed value
$417.0MWeight / shares
0.65% · 2,015,396 shQuarter change
+$83.0M · +24.9%Prior receipt ↗
12
ROBLOX CORP
CUSIP 771049103
Filed value
$403.1MWeight / shares
0.63% · 7,126,134 shQuarter change
-$134.1M · -25.0%Prior receipt ↗
13
CARVANA CO
CUSIP 146869102
Filed value
$377.6MWeight / shares
0.59% · 1,201,218 shQuarter change
-$216.3M · -36.4%Prior receipt ↗
14
WAYFAIR INC
CUSIP 94419L101
Filed value
$374.0MWeight / shares
0.58% · 4,972,425 shQuarter change
-$169.0M · -31.1%Prior receipt ↗
15
ROBINHOOD MKTS INC
CUSIP 770700102
Filed value
$353.7MWeight / shares
0.55% · 5,104,137 shQuarter change
-$34.9M · -9.0%Prior receipt ↗
16
INCYTE CORP
CUSIP 45337C102
Filed value
$343.7MWeight / shares
0.54% · 3,651,532 shQuarter change
-$49.3M · -12.5%Prior receipt ↗
17
ARGAN INC
CUSIP 04010E109
Filed value
$332.7MWeight / shares
0.52% · 610,899 shQuarter change
+$145.2M · +77.4%Prior receipt ↗
18
INTCINTEL CORP
CUSIP 458140100
Filed value
$326.5MWeight / shares
0.51% · 7,399,394 shQuarter change
-$38.4M · -10.5%Prior receipt ↗
19
NEUROCRINE BIOSCIENCES INC
CUSIP 64125C109
Filed value
$318.7MWeight / shares
0.50% · 2,418,897 shQuarter change
+$1.1M · +0.4%Prior receipt ↗
20
UNHUNITEDHEALTH GROUP INC
CUSIP 91324P102
Filed value
$313.5MWeight / shares
0.49% · 1,158,428 shQuarter change
+$50.4M · +19.2%Prior receipt ↗
21
STERLING INFRASTRUCTURE INC
CUSIP 859241101
Filed value
$312.3MWeight / shares
0.49% · 766,914 shQuarter change
+$66.4M · +27.0%Prior receipt ↗
22
LINDE PLC
CUSIP G54950103
Filed value
$312.2MWeight / shares
0.49% · 629,820 shQuarter change
+$258.0M · +475.2%Prior receipt ↗
23
WESTERN DIGITAL CORP
CUSIP 958102105
Filed value
$310.0MWeight / shares
0.48% · 1,146,133 shQuarter change
+$139.0M · +81.3%Prior receipt ↗
24
CBOE GLOBAL MKTS INC
CUSIP 12503M108
Filed value
$309.3MWeight / shares
0.48% · 1,100,506 shQuarter change
+$23.3M · +8.2%Prior receipt ↗
25
GILEAD SCIENCES INC
CUSIP 375558103
Filed value
$300.0MWeight / shares
0.47% · 2,152,528 shQuarter change
-$42.3M · -12.4%Prior receipt ↗
Form 13F generally covers reported US long positions. It can omit cash, private assets, many derivatives, shorts, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.