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
$114B
AUM Growth
+$3.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,913
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$402M
3
+$381M
4
BMY icon
Bristol-Myers Squibb
BMY
+$379M
5
JNJ icon
Johnson & Johnson
JNJ
+$358M

Top Sells

1
+$307M
2
+$279M
3
+$273M
4
MSFT icon
Microsoft
MSFT
+$243M
5
CVX icon
Chevron
CVX
+$225M

Sector Composition

1 Healthcare 17.59%
2 Technology 14.12%
3 Financials 10.92%
4 Consumer Discretionary 9.85%
5 Real Estate 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.61B 1.42%
7,688,276
+357,400
2
$1.31B 1.16%
89,574,950
+16,555,000
3
$1.15B 1.01%
45,043,832
+2,354,000
4
$1.03B 0.91%
30,446,100
+3,541,200
5
$1.02B 0.9%
5,555,817
+477,100
6
$939M 0.83%
20,698,607
+8,347,432
7
$861M 0.76%
12,740,248
+4,620,000
8
$826M 0.73%
8,935,785
+4,122,685
9
$788M 0.69%
9,403,002
-1,670,984
10
$780M 0.69%
2,940,100
-170,900
11
$774M 0.68%
5,900,214
-1,288,300
12
$743M 0.65%
8,419,329
+263,100
13
$695M 0.61%
2,537,681
+277,681
14
$661M 0.58%
3,423,861
-434,835
15
$648M 0.57%
2,330,000
-443,500
16
$644M 0.57%
3,850,311
-732,489
17
$633M 0.56%
2,431,723
+370,800
18
$627M 0.55%
40,251,000
+5,532,200
19
$611M 0.54%
12,209,425
+791,345
20
$605M 0.53%
4,341,162
+2,572,695
21
$603M 0.53%
4,607,600
+756,100
22
$581M 0.51%
2,483,077
+851,263
23
$568M 0.5%
4,240,564
+1,589,800
24
$560M 0.49%
14,302,152
+5,643,870
25
$559M 0.49%
10,687,984
+7,676,498
1
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