Renaissance Technologies Portfolio holdings
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.
Top Buys
| 1 |
McDonald's
MCD
|
$629M |
| 2 |
Eli Lilly
LLY
|
$605M |
| 3 |
TSMC
TSM
|
$512M |
| 4 |
Colgate-Palmolive
CL
|
$442M |
| 5 |
Novo Nordisk
NVO
|
$433M |
Top Sells
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Healthcare | 11.94% |
| 3 | Consumer Discretionary | 11.58% |
| 4 | Consumer Staples | 10.68% |
| 5 | Financials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
McDonald's
MCD
$224B
| $629M | 1.65% | +6,354,900 | New | +$629M |
|
|
2
Eli Lilly
LLY
$657B
| $605M | 1.59% | +12,326,205 | New | +$605M |
|
|
3
TSMC
TSM
$1.2T
| $512M | 1.34% | +27,950,671 | New | +$512M |
|
|
4
Colgate-Palmolive
CL
$67.9B
| $442M | 1.16% | +7,707,800 | New | +$442M |
|
|
5
Novo Nordisk
NVO
$251B
| $433M | 1.14% | +2,794,600 | New | +$433M |
|
6
Bristol-Myers Squibb
BMY
$96B
| $381M | 1% | +8,530,800 | New | +$381M |
|
|
LLTC
7
DELISTED
Linear Technology Corp
LLTC
| $367M | 0.96% | +9,972,600 | New | +$367M |
|
8
Hershey
HSY
$37.3B
| $345M | 0.9% | +3,859,700 | New | +$345M |
|
9
Intel
INTC
$107B
| $332M | 0.87% | +13,701,200 | New | +$332M |
|
10
Biogen
BIIB
$19.4B
| $300M | 0.79% | +1,393,500 | New | +$300M |
|
11
Apple
AAPL
$3.45T
| $283M | 0.74% | +714,487 | New | +$283M |
|
|
WFM
12
DELISTED
Whole Foods Market Inc
WFM
| $270M | 0.71% | +5,239,948 | New | +$270M |
|
13
Philip Morris
PM
$260B
| $267M | 0.7% | +3,080,700 | New | +$267M |
|
|
CELG
14
DELISTED
Celgene Corp
CELG
| $262M | 0.69% | +2,239,269 | New | +$262M |
|
15
Alaska Air
ALK
$7.24B
| $239M | 0.63% | +4,590,100 | New | +$239M |
|
16
Walmart
WMT
$774B
| $236M | 0.62% | +3,172,800 | New | +$236M |
|
17
TJX Companies
TJX
$152B
| $232M | 0.61% | +4,638,800 | New | +$232M |
|
18
Mastercard
MA
$538B
| $222M | 0.58% | +387,200 | New | +$222M |
|
19
IBM
IBM
$227B
| $211M | 0.55% | +1,104,100 | New | +$211M |
|
20
Microsoft
MSFT
$3.77T
| $199M | 0.52% | +5,760,284 | New | +$199M |
|
|
DTV
21
DELISTED
DIRECTV COM STK (DE)
DTV
| $198M | 0.52% | +3,218,992 | New | +$198M |
|
22
CF Industries
CF
$14B
| $190M | 0.5% | +1,110,550 | New | +$190M |
|
23
Verizon
VZ
$186B
| $188M | 0.49% | +3,744,017 | New | +$188M |
|
|
DO
24
DELISTED
Diamond Offshore Drilling
DO
| $188M | 0.49% | +2,734,000 | New | +$188M |
|
25
VeriSign
VRSN
$25.5B
| $184M | 0.48% | +4,109,876 | New | +$184M |
|