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
$41.9B
AUM Growth
-$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,649
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$159M
3
+$136M
4
FDX icon
FedEx
FDX
+$135M
5
KO icon
Coca-Cola
KO
+$126M

Top Sells

1
+$306M
2
+$215M
3
+$193M
4
BABA icon
Alibaba
BABA
+$177M
5
WMT icon
Walmart
WMT
+$174M

Sector Composition

1 Healthcare 13.17%
2 Financials 11.79%
3 Technology 11.03%
4 Consumer Staples 10.42%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$726M 1.73%
11,437,700
-1,153,100
2
$714M 1.7%
26,342,000
-1,832,000
3
$438M 1.05%
5,514,721
-530,479
4
$354M 0.84%
5,014,076
-35,300
5
$345M 0.82%
23,970,000
+8,295,000
6
$336M 0.8%
10,794,160
+1,429,740
7
$330M 0.79%
2,374,400
+1,696,468
8
$311M 0.74%
12,926,500
+609,500
9
$309M 0.74%
7,662,200
-432,300
10
$304M 0.73%
2,820,400
-515,784
11
$283M 0.68%
4,223,700
+225,300
12
$271M 0.65%
1,251,200
+37,300
13
$261M 0.62%
8,137,911
+44,202
14
$254M 0.61%
2,815,600
+430,300
15
$231M 0.55%
2,515,400
-659,200
16
$220M 0.53%
3,064,467
+916,100
17
$216M 0.52%
1,564,345
-205,900
18
$215M 0.51%
1,661,542
-213,558
19
$211M 0.5%
1,828,900
+690,200
20
$209M 0.5%
2,963,300
+855,300
21
$177M 0.42%
3,161,519
+359,540
22
$174M 0.41%
5,452,900
-2,416,300
23
$168M 0.4%
3,477,600
+508,800
24
$166M 0.4%
890,900
-66,600
25
$163M 0.39%
2,878,763
+803,000
1
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