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
$91.3B
AUM Growth
-$5.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,847
New
Increased
Reduced
Closed

Top Buys

1
+$435M
2
+$351M
3
+$254M
4
V icon
Visa
V
+$220M
5
CMG icon
Chipotle Mexican Grill
CMG
+$194M

Top Sells

1
+$350M
2
+$349M
3
+$337M
4
DELL icon
Dell
DELL
+$300M
5
SODA
SodaStream International Ltd
SODA
+$251M

Sector Composition

1 Healthcare 15.48%
2 Technology 13.21%
3 Financials 10.73%
4 Real Estate 9.97%
5 Utilities 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$148M 0.16%
2,134,612
+245,012
127
$148M 0.16%
5,352,600
+267,800
128
$147M 0.16%
722,185
+543,172
129
$147M 0.16%
+4,621,511
130
$146M 0.16%
2,743,450
+322,800
131
$145M 0.16%
2,009,903
+563,003
132
$143M 0.16%
756,125
-168,075
133
$143M 0.16%
1,150,201
+254,407
134
$141M 0.15%
+2,367,200
135
$141M 0.15%
1,922,200
+417,700
136
$141M 0.15%
1,477,150
+35,809
137
$139M 0.15%
5,596,326
-12,129,358
138
$138M 0.15%
4,241,192
+769,824
139
$138M 0.15%
4,288,578
+420,460
140
$138M 0.15%
2,130,952
+228,580
141
$137M 0.15%
15,486,000
+11,111,800
142
$137M 0.15%
1,821,388
+1,747,700
143
$136M 0.15%
1,200,293
-15,700
144
$135M 0.15%
5,049,100
-191,200
145
$134M 0.15%
+2,085,884
146
$134M 0.15%
908,788
+231,667
147
$133M 0.15%
2,712,480
+830,122
148
$133M 0.15%
698,459
+186,259
149
$131M 0.14%
1,524,900
+540,900
150
$131M 0.14%
1,277,390
-86,900
4 5
6
7 8