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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,246
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$262M
3
+$157M
4
CL icon
Colgate-Palmolive
CL
+$154M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$135M

Top Sells

1
+$409M
2
+$233M
3
+$123M
4
LLY icon
Eli Lilly
LLY
+$119M
5
KMI icon
Kinder Morgan
KMI
+$116M

Sector Composition

1 Technology 15.87%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$836M 1.95%
8,293,900
-227,487
2
$783M 1.83%
33,906,000
+1,746,400
3
$655M 1.53%
9,605,500
+2,259,100
4
$564M 1.31%
26,354,151
+1,064,600
5
$552M 1.29%
11,732,400
+436,900
6
$547M 1.27%
5,615,500
+1,116,826
7
$535M 1.25%
17,329,900
+3,322,200
8
$518M 1.21%
22,293,732
-704,404
9
$474M 1.11%
7,095,520
+1,487,680
10
$442M 1.03%
9,310,000
-68,602
11
$371M 0.86%
9,196,800
+260,700
12
$329M 0.77%
3,145,500
+486,300
13
$299M 0.7%
1,725,691
+1,513,447
14
$286M 0.67%
10,171,038
+9,692,268
15
$270M 0.63%
3,693,800
+461,200
16
$255M 0.59%
2,485,400
+722,862
17
$231M 0.54%
8,676,400
+1,595,000
18
$226M 0.53%
14,410,500
-444,000
19
$224M 0.52%
4,581,076
-68,824
20
$221M 0.52%
2,796,300
-129,100
21
$216M 0.5%
2,667,400
-1,245,900
22
$216M 0.5%
2,934,300
+1,143,900
23
$208M 0.48%
3,342,000
-1,914,105
24
$190M 0.44%
2,256,600
-808,893
25
$183M 0.43%
1,589,468
+213,918
1
2 3 4 5