Renaissance Technologies

Renaissance Technologies Portfolio holdings

AUM $75.2B
1-Year Return 41.49%
 

Renaissance Technologies LLC, founded in 1982 by mathematician James Simons as Monemetrics and headquartered in East Setauket, New York, is a legendary quantitative hedge fund managing around $65 billion in assets as of late 2024, renowned for its pioneering use of mathematical models and algorithms in trading. Starting with currency trading and evolving into a secretive powerhouse under its flagship Medallion Fund—launched in 1988—the firm employs PhDs, physicists, and computer scientists to analyze vast datasets, executing high-frequency trades across equities, futures, and derivatives with returns averaging over 66% annually before fees from 1988 to 2018. Simons, who stepped down as chairman in 2021, built a culture of intellectual rigor, limiting Medallion to employees and insiders since 1993 while offering institutional funds like the Renaissance Institutional Equities Fund (RIEF) to outsiders. Now led by Peter Brown and Robert Mercer’s successors, Renaissance remains a benchmark for quant investing, blending academic precision with a low-profile, extraordinarily profitable legacy despite occasional regulatory scrutiny.

This Quarter Return
1 Year Return
+41.49%
3 Year Return
5 Year Return
10 Year Return
AUM
$75.2B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,018
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$721M
3 +$468M
4
UNH icon
UnitedHealth
UNH
+$422M
5
GEV icon
GE Vernova
GEV
+$376M

Top Sells

1 +$673M
2 +$481M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402M
5
PLTR icon
Palantir
PLTR
+$380M

Sector Composition

1 Technology 19.67%
2 Healthcare 15.79%
3 Consumer Discretionary 12.38%
4 Financials 11.51%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XPL icon
2776
Solitario Resources
XPL
$73.5M
$561K ﹤0.01%
863,530
+90,298
NVDY icon
2777
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.8B
$561K ﹤0.01%
+33,469
SARK icon
2778
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$63M
$561K ﹤0.01%
+15,700
HBT icon
2779
HBT Financial
HBT
$747M
$560K ﹤0.01%
22,200
-14,652
GSLC icon
2780
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$558K ﹤0.01%
4,600
+2,100
FVCB icon
2781
FVCBankcorp
FVCB
$218M
$558K ﹤0.01%
47,275
+7,800
SANA icon
2782
Sana Biotechnology
SANA
$1.12B
$556K ﹤0.01%
+203,712
JRVR icon
2783
James River Group
JRVR
$239M
$554K ﹤0.01%
94,600
-28,806
NFGC
2784
New Found Gold
NFGC
$632M
$552K ﹤0.01%
388,828
+223,409
PRME icon
2785
Prime Medicine
PRME
$1.01B
$552K ﹤0.01%
223,400
-224,200
NWPX icon
2786
NWPX Infrastructure Inc
NWPX
$487M
$550K ﹤0.01%
13,400
-3,600
SWKH icon
2787
SWK Holdings
SWKH
$202M
$548K ﹤0.01%
37,200
+1,738
PRTA icon
2788
Prothena Corp
PRTA
$557M
$548K ﹤0.01%
90,200
-149,700
INNV icon
2789
InnovAge Holding
INNV
$753M
$547K ﹤0.01%
148,300
-13,300
TUA icon
2790
Simplify Short Term Treasury Futures Strategy ETF
TUA
$635M
$544K ﹤0.01%
24,700
-8,944
INUV icon
2791
Inuvo
INUV
$50.2M
$542K ﹤0.01%
117,917
+55,592
LEGH icon
2792
Legacy Housing
LEGH
$518M
$542K ﹤0.01%
+23,900
FULC icon
2793
Fulcrum Therapeutics
FULC
$473M
$540K ﹤0.01%
78,500
-322,600
OBT icon
2794
Orange County Bancorp
OBT
$319M
$540K ﹤0.01%
20,900
+11,400
BGS icon
2795
B&G Foods
BGS
$334M
$539K ﹤0.01%
127,500
-172,000
VIOT
2796
Viomi Technology
VIOT
$207M
$537K ﹤0.01%
397,464
+237,900
STAA icon
2797
STAAR Surgical
STAA
$1.34B
$535K ﹤0.01%
31,900
-33,500
JTEK icon
2798
JPMorgan US Tech Leaders ETF
JTEK
$2.67B
$532K ﹤0.01%
+6,300
MNSB icon
2799
MainStreet Bancshares
MNSB
$147M
$529K ﹤0.01%
28,000
+500
URA icon
2800
Global X Uranium ETF
URA
$5.88B
$528K ﹤0.01%
+13,600