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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,716
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$224M
3
+$219M
4
AET
Aetna Inc
AET
+$215M
5
AVGO icon
Broadcom
AVGO
+$179M

Top Sells

1
+$242M
2
+$232M
3
+$205M
4
HD icon
Home Depot
HD
+$188M
5
NKE icon
Nike
NKE
+$187M

Sector Composition

1 Financials 14.12%
2 Technology 13.1%
3 Healthcare 12.08%
4 Industrials 11%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$582M 0.92%
5,641,400
-2,700
2
$553M 0.88%
8,453,600
+1,605,600
3
$500M 0.79%
27,891,800
-1,415,200
4
$482M 0.76%
7,733,600
-981,300
5
$451M 0.71%
2,819,713
+733,500
6
$434M 0.69%
10,069,500
+104,000
7
$394M 0.62%
3,423,100
+1,948,000
8
$378M 0.6%
5,274,948
+3,327,900
9
$378M 0.6%
3,623,907
+970,700
10
$378M 0.6%
2,857,461
+1,147,400
11
$353M 0.56%
2,842,782
+1,737,100
12
$330M 0.52%
123,788,000
-4,196,000
13
$324M 0.51%
4,263,376
-450,000
14
$324M 0.51%
4,386,100
-79,900
15
$302M 0.48%
2,865,800
+2,080,400
16
$298M 0.47%
1,460,300
+546,596
17
$281M 0.44%
7,084,000
-3,396,960
18
$274M 0.43%
11,877,300
+3,493,800
19
$264M 0.42%
3,396,267
+113,300
20
$261M 0.41%
1,804,874
+286,800
21
$260M 0.41%
1,778,645
-117,696
22
$257M 0.41%
1,613,500
+188,900
23
$256M 0.41%
2,954,903
+1,128,703
24
$256M 0.4%
6,964,600
+517,000
25
$245M 0.39%
3,887,600
+558,392
1
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