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
$41.4B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$198M
3
+$194M
4
LVLT
Level 3 Communications Inc
LVLT
+$187M
5
SWY
SAFEWAY INC
SWY
+$183M

Top Sells

1
+$380M
2
+$284M
3
+$181M
4
XOM icon
Exxon Mobil
XOM
+$152M
5
TJX icon
TJX Companies
TJX
+$148M

Sector Composition

1 Technology 13.51%
2 Consumer Staples 12.97%
3 Healthcare 12.48%
4 Industrials 11.23%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$870M 2.1%
12,575,400
+1,552,700
2
$661M 1.6%
31,229,200
-983,000
3
$467M 1.13%
7,811,600
-1,136,600
4
$455M 1.1%
9,985,700
-1,206,300
5
$448M 1.08%
4,306,600
-606,900
6
$369M 0.89%
2,714,918
+461,865
7
$360M 0.87%
3,842,600
-3,032,500
8
$349M 0.84%
15,607,071
-5,899,480
9
$340M 0.82%
3,607,800
+252,700
10
$277M 0.67%
1,955,213
+400,300
11
$262M 0.63%
13,228,000
-615,500
12
$260M 0.63%
4,564,576
+131,600
13
$257M 0.62%
4,805,440
-656,640
14
$252M 0.61%
8,629,228
+155,513
15
$249M 0.6%
2,735,899
+1,970,499
16
$244M 0.59%
2,336,700
-306,300
17
$238M 0.57%
3,748,400
+130,300
18
$232M 0.56%
2,450,962
+2,377,562
19
$212M 0.51%
1,836,000
+236,038
20
$210M 0.51%
15,360,000
+4,680,000
21
$210M 0.51%
5,980,800
+5,215,900
22
$208M 0.5%
2,551,000
+1,295,400
23
$208M 0.5%
4,204,280
+3,790,259
24
$206M 0.5%
1,373,500
-8,100
25
$205M 0.49%
11,451,166
+4,595,300
1
2 3 4 5