The company is often considered the most successful hedge -fund in the world. This company Renaissance TechnologiesThe field of the issuance of this company is largely connected with its Medallion FundWhat brought an annual income of 39% after fees from 1988 to 2021. Its founder, Jim Simonsbecame known as one of the pioneers quantitative and algorithmic tradeThe field of Simons, unfortunately, died in May 2024, but Renaissance lives.
Looking at the company 13f Commission on Securities and Exchanges (SEC).Anyone can see the best advantages of the company. However, the list stocks It has a 45-day delay, and SEC does not necessarily consider assets for accuracy. All this means that investors must accept 13F applications with salt grain. Nevertheless, viewing this information can give valuable information about what the investment one of the most famous managers in the world, in the opinion, felt very much.
Novy Nordisk: Can Renaissance pick up more shares in this old Hold?
Novo nordisk a/s today
Novo Nordisk a/s.
As of 2/2/2025 21:59
- 52-week range
- $ 57.00
▼
$ 148.15
- Dividend yield
- 2.35%
- P/e ratio.
- 21.05
- Value is valuable
- $ 135.00
At the end of 2024, the third largest joint -stock share of the Renaissance was the pharmaceutical company Novo Nordisk A/S NYSE: NVOThis field was the second largest joint -stock capital of the company in the fourth quarter of 2013, and since then it remained on the top of the list or almost every quarter next to them.
The company really burst into the stage after 2017 with its breakthrough Weight loss and diabetes medicinal treatment of semaglutideThe field newly generated Total profitability about 480% From the end of 2017 to his peak in June 2024. However, since then, shares have been reduced by 56% April 29 is closedField
From Q2 from 2024 to Q4 2024The Renaissance reduced its assets of Novo, but not in a huge number. Its number of holding shares fell by about 9%. Now Novo shares are traded at the same level as at the end of 2022. At the end of 2024 715 million dollarsIndicating that at that time he had a strong conviction in this name. Given the extensive decline in shares in 2025, it is possible that the next 13F Renaissance may show that he increased his share.
United Therapeutics: Renaissance retains a huge position in this pharmaceutical company of rare diseases
United Therapeutics Today
United therapy
As of 2/2/2025 21:00
- 52-week range
- $ 255.93
▼
$ 417.82
- P/e ratio.
- 12.94
- Value is valuable
- $ 392,00
At the end of 2024, Renaissance had a share in United Therapeutics Nasdak: Utr Stands around 737 million dollarsThe Renaissance Promotion Field held in the United Therapeutics First, overshadowed 3 million In the second quarter of 2019. Since then, the shares have provided Total profitability about 285% With the closure of April 29.
The Renaissance clearly achieved success on this path, since his shares were held at 2.1 million in 2024. However, since since the peak of 3.7 million shares held in the second quarter of 2020 reached a peak, the total cost of a position increased by about 63%.
Today is the company Six drugs Approved Product control controlThe main methods of treating the company are concentrated in a rare state called pulmonary arterial hypertensionThe field of his largest seller, TyveoIn 2024, sales amounted to more than 1.6 billion dollars. The United States has grown by 31% since 2023. In general, the still greater position of Renaissance in United is probably connected with the belief that the company will be able to continue the growing sales of these treatment methods at a quick pace and can continue to develop new drugs for rare conditions.
Palantir: Meteoric Rise gives him the first place, despite the large sale of the Renaissance
Palantir Technologies Today
Palantir Technologies
As of 2/2/2025 21:00
- 52-week range
- $ 20.50
▼
$ 125.41
- P/e ratio.
- 654.14
- Value is valuable
- $ 74.71
As of the 4th quarter of 2024, the largest possession of the Renaissance – Palantir Technologies NASDAQ: PLTRAn action that has been extremely good over the past few years. Since the end of 2022, The shares have grown more than 1700% from the end of April 29. During 2022, the Renaissance significantly increased its share in Palantir, increasing the number of shares more than three times. At the end of the quarter of 2024, the total cost of the Renaissance position ended 1.7 billion dollarsField
Nevertheless, the Renaissance broke out the red flag on the palatine in the 4th quarter, reducing the number of shares held by more than 40% from 3 quarters of 2024. This may not have been the best solution, given that the Palantir action is more than 200% from the end of 3 quarterField
No one knows at what point in the 4th quarter they sold these shares, so the Renaissance may have received great benefits. Nevertheless, it is difficult to blame the company on sale, given that the steamer is trading for Protest price before receiving more than 200 timesIn addition, the Wall Street analysts tracked by MarketBeat see a great potential for the lack.
What says in the Renaissance portfolio about market trends in 2025
Renaissance 13F applications offer a rare view of the ownership of the company, widely regarded as Gold standard in hedge -fund investmentField from long -standing obligations to Novy Nordiskto firmly believe in United therapyTo the careful trim of the steamer Palantirdata emphasize where one of The most acute quantitative firms It places its largest bets on joint -stock capital.
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