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
$91.7B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,750
New
Increased
Reduced
Closed

Top Buys

1
+$707M
2
+$479M
3
+$302M
4
JNJ icon
Johnson & Johnson
JNJ
+$298M
5
WMT icon
Walmart
WMT
+$266M

Top Sells

1
+$623M
2
+$555M
3
+$519M
4
LLY icon
Eli Lilly
LLY
+$279M
5
UNH icon
UnitedHealth
UNH
+$251M

Sector Composition

1 Healthcare 17.51%
2 Technology 14.44%
3 Financials 11.76%
4 Consumer Discretionary 9.46%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$990M 1.08%
2,894,800
-63,800
2
$974M 1.06%
3,451,500
-80,600
3
$950M 1.04%
6,915,100
-11,776
4
$883M 0.96%
38,284,600
+4,102,000
5
$828M 0.9%
2,783,500
-465,600
6
$777M 0.85%
5,289,800
+1,512,500
7
$766M 0.83%
22,354,200
-4,322,400
8
$758M 0.83%
6,962,850
-2,115,412
9
$707M 0.77%
+15,275,332
10
$702M 0.77%
3,803,600
-121,700
11
$688M 0.75%
4,050,617
+1,199,700
12
$635M 0.69%
1,551,423
+401,800
13
$584M 0.64%
10,547,200
-3,981,100
14
$570M 0.62%
5,289,703
-491,200
15
$562M 0.61%
3,523,230
-922,800
16
$540M 0.59%
5,190,200
+683,700
17
$479M 0.52%
+2,467,488
18
$473M 0.52%
2,169,929
+81,025
19
$469M 0.51%
19,774,902
+2,832,062
20
$467M 0.51%
7,200,900
-2,022,700
21
$454M 0.49%
3,740,300
+2,455,901
22
$431M 0.47%
12,007,408
+2,251,708
23
$420M 0.46%
7,094,900
+1,163,500
24
$414M 0.45%
9,623,315
+1,720,781
25
$394M 0.43%
5,279,100
-264,000
1
2 3 4 5