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Hedge fund

Renaissance Technologies

Jim Simons (founder)

Renaissance's 13F shows the public-equity slice of the most successful quantitative fund in history. Famously diffuse — thousands of positions, almost none above 1% — which is itself the strategy. Reading the 13F as "what does Renaissance like" misses the point; it's "what comes out of a model that runs on everything."

Total value
$64.46B
Positions
3,185
As of
2025-12-31
Filed
2 months ago
Holdings
# Security Class Shares Value (USD) % of port
1 PALANTIR TECHNOLOGIES INC PLTR CL A 8,796,727 $1.56B 2.43%
2 UNITED THERAPEUTICS CORP DEL UTHR COM 1,909,259 $930.3M 1.44%
3 MICRON TECHNOLOGY INC MU COM 3,011,143 $859.4M 1.33%
4 KINROSS GOLD CORP KGC COM 24,975,313 $703.3M 1.09%
5 VERISIGN INC VRSN COM 2,779,351 $675.2M 1.05%
6 NETFLIX INC NFLX COM 7,178,287 $673.0M 1.04%
7 TESLA INC TSLA COM 1,362,122 $612.6M 0.95%
8 EXELIXIS INC EXEL COM 13,914,043 $609.9M 0.95%
9 COSTCO WHSL CORP NEW COST COM 693,002 $597.6M 0.93%
10 CARVANA CO CVNA CL A 1,407,398 $594.0M 0.92%
11 WAYFAIR INC W CL A 5,407,325 $542.9M 0.84%
12 ROBLOX CORP RBLX CL A 6,628,509 $537.1M 0.83%
13 FRANCO NEV CORP FNV COM 2,478,118 $513.7M 0.80%
14 REDDIT INC RDDT CL A 1,883,578 $433.0M 0.67%
15 PROCTER AND GAMBLE CO PG COM 2,986,061 $427.9M 0.66%
16 AIRBNB INC ABNB COM CL A 2,938,461 $398.8M 0.62%
17 INCYTE CORP INCY COM 3,978,332 $392.9M 0.61%
18 ROBINHOOD MKTS INC HOOD COM CL A 3,435,737 $388.6M 0.60%
19 NU HLDGS LTD ORD SHS CL A 22,735,260 $380.6M 0.59%
20 INTEL CORP INTC COM 9,889,367 $364.9M 0.57%
21 TAIWAN SEMICONDUCTOR MFG LTD TSM SPONSORED ADS 1,167,280 $354.7M 0.55%
22 SPOTIFY TECHNOLOGY S A SHS 591,628 $343.6M 0.53%
23 GILEAD SCIENCES INC GILD COM 2,788,728 $342.3M 0.53%
24 CHEVRON CORP NEW CVX COM 2,191,314 $334.0M 0.52%
25 MICROSOFT CORP MSFT COM 688,118 $332.8M 0.52%
26 FORD MTR CO F COM 24,730,852 $324.5M 0.50%
27 RIVIAN AUTOMOTIVE INC RIVN COM CL A 16,397,496 $323.2M 0.50%
28 NEUROCRINE BIOSCIENCES INC NBIX COM 2,238,797 $317.5M 0.49%
29 DOORDASH INC DASH CL A 1,322,835 $299.6M 0.46%
30 ETSY INC ETSY COM 5,367,442 $297.6M 0.46%
31 SANDISK CORP SNDK COM 1,209,000 $287.0M 0.45%
32 CBOE GLOBAL MKTS INC CBOE COM 1,139,406 $286.0M 0.44%
33 ADVANCED MICRO DEVICES INC AMD COM 1,264,310 $267.9M 0.42%
34 ZOOM COMMUNICATIONS INC ZM CL A 3,078,504 $265.6M 0.41%
35 UNITEDHEALTH GROUP INC UNH COM 796,750 $263.0M 0.41%
36 MEDPACE HLDGS INC MEDP COM 465,908 $261.7M 0.41%
37 ALLISON TRANSMISSION HLDGS I ALSN COM 2,599,097 $254.5M 0.39%
38 ADOBE INC ADBE COM 725,003 $253.7M 0.39%
39 PURE STORAGE INC P CL A 3,757,034 $251.8M 0.39%
40 STERLING INFRASTRUCTURE INC STRL COM 803,194 $246.0M 0.38%
41 DROPBOX INC DBX CL A 8,376,364 $232.9M 0.36%
42 OPENDOOR TECHNOLOGIES INC OPEN COM 39,330,438 $229.3M 0.36%
43 VERTEX PHARMACEUTICALS INC VRTX COM 505,048 $229.0M 0.36%
44 BOSTON SCIENTIFIC CORP BSX COM 2,382,705 $227.2M 0.35%
45 GE VERNOVA INC GEV COM 345,390 $225.7M 0.35%
46 SPROUTS FMRS MKT INC SFM COM 2,779,874 $221.5M 0.34%
47 T-MOBILE US INC TMUS COM 1,083,807 $220.1M 0.34%
48 COLGATE PALMOLIVE CO CL COM 2,769,433 $218.8M 0.34%
49 APPLOVIN CORP APP COM CL A 318,821 $214.8M 0.33%
50 COCA COLA CO KO COM 3,014,392 $210.7M 0.33%
51 DOCUSIGN INC DOCU COM 3,046,961 $208.4M 0.32%
52 AMAZON COM INC AMZN COM 890,926 $205.6M 0.32%
53 SERVICENOW INC NOW COM 1,331,977 $204.0M 0.32%
54 MOTOROLA SOLUTIONS INC MSI COM NEW 530,295 $203.3M 0.32%
55 CORCEPT THERAPEUTICS INC CORT COM 5,758,528 $200.4M 0.31%
56 COMCAST CORP NEW CMCSA CL A 6,560,576 $196.1M 0.30%
57 ALAMOS GOLD INC NEW AGI COM CL A 5,025,944 $193.9M 0.30%
58 CARNIVAL CORP CCL UNIT 99/99/9999 6,275,423 $191.7M 0.30%
59 LYFT INC LYFT CL A COM 9,873,232 $191.2M 0.30%
60 TARGET CORP TGT COM 1,925,200 $188.2M 0.29%
61 ARGAN INC AGX COM 598,599 $187.6M 0.29%
62 NATIONAL GRID PLC NGG SPONSORED ADR NE 2,415,286 $186.8M 0.29%
63 ALKERMES PLC SHS 6,668,028 $186.6M 0.29%
64 NOVA LTD COM 565,986 $185.9M 0.29%
65 VERTIV HOLDINGS CO VRT COM CL A 1,144,329 $185.4M 0.29%
66 NOVARTIS AG NVS SPONSORED ADR 1,343,033 $185.2M 0.29%
67 PEABODY ENERGY CORP BTU COM 6,134,927 $182.2M 0.28%
68 SCHWAB CHARLES CORP SCHW COM 1,810,741 $180.9M 0.28%
69 ELI LILLY & CO LLY COM 165,847 $178.2M 0.28%
70 NUTANIX INC NTNX CL A 3,384,296 $174.9M 0.27%
71 VERALTO CORP VLTO COM SHS 1,750,800 $174.7M 0.27%
72 WESTERN DIGITAL CORP WDC COM 992,533 $171.0M 0.27%
73 VISTRA CORP VST COM 1,042,015 $168.1M 0.26%
74 PALO ALTO NETWORKS INC PANW COM 908,500 $167.3M 0.26%
75 MONDAY COM LTD SHS 1,129,090 $166.6M 0.26%
76 UBER TECHNOLOGIES INC UBER COM 2,029,100 $165.8M 0.26%
77 NEW ORIENTAL ED & TECHNOLOGY EDU SPON ADR 3,002,664 $165.2M 0.26%
78 LOGITECH INTL S A SHS 1,637,508 $164.1M 0.25%
79 CIRCLE INTERNET GROUP INC CRCL COM CL A 2,067,446 $163.9M 0.25%
80 PERMIAN RESOURCES CORP PR CLASS A COM 11,669,448 $163.7M 0.25%
81 NVIDIA CORPORATION NVDA COM 871,420 $162.5M 0.25%
82 NOVO-NORDISK A S NVO ADR 3,183,678 $162.0M 0.25%
83 EXACT SCIENCES CORP EXK COM 1,591,656 $161.6M 0.25%
84 BRINKER INTL INC EAT COM 1,126,065 $161.6M 0.25%
85 CARDINAL HEALTH INC CAH COM 773,825 $159.0M 0.25%
86 NEW YORK TIMES CO NYT CL A 2,290,580 $159.0M 0.25%
87 GENERAL MTRS CO GM COM 1,929,119 $156.9M 0.24%
88 HIMS & HERS HEALTH INC HIMS COM CL A 4,818,009 $156.4M 0.24%
89 RYANAIR HOLDINGS PLC RYAAY SPONSORED ADR 2,111,046 $152.4M 0.24%
90 NETEASE INC NTES SPONSORED ADS 1,088,688 $149.8M 0.23%
91 CAL MAINE FOODS INC CALM COM NEW 1,882,076 $149.8M 0.23%
92 ILLUMINA INC ILMN COM 1,134,642 $148.8M 0.23%
93 TEXAS INSTRS INC TXN COM 856,700 $148.6M 0.23%
94 ATLASSIAN CORPORATION TEAM CL A 916,375 $148.6M 0.23%
95 TENCENT MUSIC ENTMT GROUP TME SPON ADS 8,450,152 $148.1M 0.23%
96 SEA LTD SE SPONSORD ADS 1,153,800 $147.2M 0.23%
97 VALE S A VALE SPONSORED ADS 11,040,637 $143.9M 0.22%
98 STRYKER CORPORATION SYK COM 406,160 $142.8M 0.22%
99 JAZZ PHARMACEUTICALS PLC SHS USD 836,774 $142.3M 0.22%
100 COMMVAULT SYS INC CVLT COM 1,124,998 $141.0M 0.22%
Showing top 100 of 3,185 positions by value · show all
Source: SEC EDGAR filing · all 13F filings for this filer

Reading this

This is the latest 13F-HR filing — the U.S. quarterly disclosure required of every institutional investment manager with $100M+ AUM, due within 45 days of quarter-end. Sub-positions for the same security (different voting authorities) are aggregated into a single row.

What's missing: short positions, non-equity holdings (bonds, commodities, swaps, FX), and any positions held outside the U.S. reporting framework. Position values are calculated by the filer at quarter-end mark and may diverge from current prices significantly.

v0.1 · 2026 · data via SEC EDGAR