Renaissance Technologies

Renaissance Technologies Portfolio holdings

AUM $75.2B
1-Year Est. 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 Est. Return
1 Year Est. Return
+41.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103B
AUM Growth
-$27.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,047
New
Increased
Reduced
Closed

Top Buys

1
+$406M
2
+$382M
3
+$366M
4
BMY icon
Bristol-Myers Squibb
BMY
+$322M
5
NEE icon
NextEra Energy
NEE
+$312M

Top Sells

1
+$1.66B
2
+$370M
3
+$343M
4
GILD icon
Gilead Sciences
GILD
+$331M
5
AMZN icon
Amazon
AMZN
+$282M

Sector Composition

1 Healthcare 25.43%
2 Technology 12.73%
3 Consumer Staples 9.8%
4 Financials 8.2%
5 Utilities 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364M 0.35%
1,275,218
+989,205
52
$347M 0.34%
19,196,526
+1,597,010
53
$346M 0.34%
20,071,060
+2,117,134
54
$343M 0.33%
3,438,550
-110,821
55
$340M 0.33%
3,590,223
+45,790
56
$340M 0.33%
2,501,319
+154,260
57
$339M 0.33%
13,904,393
-3,185,869
58
$338M 0.33%
3,763,502
+32,358
59
$338M 0.33%
8,533,516
-6,639,614
60
$337M 0.33%
4,602,260
+1,001,257
61
$332M 0.32%
43,668,397
+4,055,428
62
$322M 0.31%
4,361,868
-998,018
63
$316M 0.31%
5,841,350
+439,601
64
$315M 0.31%
10,623,675
+523,000
65
$312M 0.3%
+5,180,104
66
$311M 0.3%
1,796,229
-338,189
67
$304M 0.3%
1,398,209
+402,355
68
$302M 0.29%
4,709,500
-914,085
69
$299M 0.29%
5,558,127
+4,303,734
70
$299M 0.29%
+13,563,699
71
$297M 0.29%
2,048,000
-275,023
72
$292M 0.28%
1,472,338
-59,534
73
$292M 0.28%
3,567,366
-21,000
74
$290M 0.28%
2,719,074
-146,300
75
$289M 0.28%
13,340,297
-12,106
1 2
3
4 5